Within the Settings of your Workspace, prepare your team for success by adjusting the variety of features currently available in the current iteration of Shortcut based on your Team's needs and workflow. From here, you'll be able to access:
- Features
- Automations
- Teams
- Labels
- Custom Fields
- Workflows
- Workflow States
- Work In Progress Limits (currently in Early Access; not available to GA just yet!)
- Estimate Scale
- Story Templates
Features
Discover how you can enhance Shortcut's functionality through feature toggles in your Settings. Simply toggle features on or off to tailor the experience to your team's needs. When you toggle a feature on, it will be accessible to all users in your organization.
On this page, you'll be able to adjust:
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Docs
- Streamline tool for documenting work in Shortcut. Learn more.
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Iterations
- Time-boxed cycles of development (aka sprints). Learn more.
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Objectives
- Define and track company goals. Learn more.
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Projects
- Projects is a legacy feature. Reach out to our Support Team for help. Learn more.
Automations
Automations do the busy work so you can focus on the work you love. Our Automations help teams automate repetitive tasks when it comes to managing Iterations and Epics so you can spend more time on high-value work like strategy and creative thinking. From the Automations Settings page, you'll be able to toggle on/off and adjust settings for Epics and Iterations.
For more details on how Automations work in Shortcut, please see our Help Center documentation for Automations.
Teams
A Team in Shortcut represents a cross-functional squad, or any other group of users who work on projects together, or in Shortcut terms, users that collectively own Stories, Epics, and Iterations.
From the Teams Settings page, you'll be able to Create a new Team, see a quick view of Progress and associated Team members, and search for/access any Active or Archived Teams' detail pages.
For more details on the various features and functionality for Teams, see our Help Center documentation for Teams.
Labels
Labels are a way to associate Stories and Epics. You can filter against Labels throughout various Shortcut views and search for Stories that carry them in the Stories filter section and on the Search page.
From the Labels Settings page, you'll be able to Create a New Labels, search for a Label, sort by a certain criterion, see a quick view of associated Stories and Epics Progress per Label, and access any Active or Archived Labels' detail pages.
For more details on the features and functionality for Labels, see our Help Center documentation for Labels.
Custom Fields
Custom Fields are a part of the evolution of our Data Model that elevates the Shortcut experience for more structure, organization, and flexibility.
From this Custom Fields Settings page, Admins can adjust the values of Shortcut defined field values and colors, our Advanced Custom Fields, while similar to our standard Custom Fields, allow for the customization of the title, description, icon, and values to fit your Team's workflow.
For more details on the features and functionality for Custom Fields, Standard and Advanced, see our Help Center documentation for Custom Story Fields.
Workflows
A Workflow is the process through which Stories move, from creation to completion. Workflows are set by you and can be customized to be as simple or as complicated as you want.
From the Workflow Settings page, an Admin will be able to Create new Workflows (if applicable to your Organization's subscription plan), Manage existing Workflows and Team associations, and quickly access respective Stories page views for each Workflow.
For more details on the features and functionality of this Settings page, please review the respective Help Center documentation for Managing Your Workflows.
Workflow States
Workflow States are how Stories are essential groupings of Stories that have a certain status within a Workflow. A Workspace comes with 5 default Workflow States that fall into the 4 Workflow State types (Backlog, Unstarted, Started, and Done). You can keep these default Workflow States as is, edit them, or delete them and add your own -- it’s up to you.
From this Workflow States Settings page, an Admin can create new Workflow States, manage existing Workflow States, identify the "Default State", toggle Auto-assign Owner, and quickly access an Advanced Search page for all the Stories associated with a specific State. Additionally, Epic States can also be managed by selecting the Epics tab. More on these below.
For more details on the features and functionality of this Settings page, please review the respective Help Center documentation for Managing Your Workflow States.
Epic Workflow States
From the Epics tab on this Workflow States Settings page, an Admin can customize the parent states (Unstarted, Started, and Done) to contain additional child states that may help further granulate the way Epics are categorized in the Workspace. Similar functionality exists on this page in terms of the creation of new States and the management of existing States.
For more details on the features and functionality of this Settings page, please review the respective Help Center documentation for Epic Workflow States.
Work In Progress Limits (currently in Early Access; not available to GA just yet!)
WIP (Work-In-Progress) Limits help Agile development teams maintain focus and efficiency by setting a recommended limit to the amount of work in progress to prevent bottlenecks and ensure Stories are completed before picking up new ones.
From this Work in Progress Limits Settings page, an Admin can select a Team to view and edit limits for any associated Workflows by State.
For more details on the features and functionality of this Settings page, please review the respective Help Center documentation for Work in Progress (WIP) Limits.
Estimate Scale
Shortcut offers several graphs and reports that you can use to visualize your Workspace’s productivity. You can express whether you want to track progress in Estimate Points or Story Count by selecting from the Show Progress and Metrics Using dropdown.
Setting your Workspace's Points Estimate Scale
Story point estimations can be an important part of a Workspace's agile development methodology. However, no two teams handle estimations exactly the same. Shortcut gives you the option to customize your estimate scale in the Settings > Estimate Scale. Stories can also be set as "Unestimated", which is the default for new Stories.
- Please note that Fractional values (e.g. 0.5, 1.5, etc.) are not supported at this time.
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If your team doesn't use points, you can go ahead and select "Disabled", and the points section will disappear system wide.
Story Templates
Story Templates allow you to create Stories from a pre-formatted template, saving you and your team time and effort on commonly written Stories.
For more information on Story Templates, please see our Story Templates Overview Help Center documentation.
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