Shortcut Setup Guide: Owners and Admins

Let’s start with the basic features of Shortcut and how your team should use them to be successful now and as your team scales.

• Getting Started with Shortcut- Overview of the key Shortcut features and how they fit together
• A Quick Overview of Shortcut (3 mins)- Watch this short video for an overview on the core features of Shortcut 

Site setup is key to a successful Shortcut rollout. This section will prepare you to manage users, set up your Workspace, build Teams and Workflows, and import data from your past tool.

 Teams & Workflows

Teams and Workflows are the foundation organization in Shortcut. Learn best practices for Team setup and how to customize your Workflows to fit the needs of your Teams and Epics. 

• Teams Best Practices- Best Practices for setting up and managing Teams 
• Teams in Shortcut- Overview of what Teams are
• Managing your Teams- Details how to create, view, and manage Teams
• Managing Your Workflow States/Managing Your Workflows- Overview of Workflow states and how to customize them for your Workspace

Import Content 

Most of you are transitioning from another tool over to Shortcut. Taking your work with you is important and our custom made import functionality will make that and easy process. 

• Importing and Exporting Shortcut Data- An overview of what you need to know about the import process as well as specific instructions for importing from Jira, Trello, and using the API.

User Roles & Inviting Users

In Shortcut there are multiple user roles, and understanding these roles are key as you add users and manage the details or your Workspace. 

• Shortcut User Roles- The details of each role type and what they can access
• Managing User Roles- Owner or Admin and wish to change someone's role in your Workspace
• Managing Invitations- How to invite users to your workspace

Workspace Overview

Whether you have one or many Workspaces, this section covers how to set up and manage your Workspaces.

• Workspace Best Practices- Outlines best practices on when to use more than one Workspace
• Workspace Settings- Overview of the Workspace settings
• Managing Your Workspaces- How to setup and manage multiple Workspaces

Increase efficiency by connecting your apps and tools to Shortcut. This covers what integrations exist and best practices around set up

• Shortcut Integrations- Overview on the integrations available and links out to details on each

Training sets everyone up for success. Ensure everyone at your organization knows how to quickly get started in Shortcut with our User and Team Lead training resources.

Users

• Getting Started with Shortcut- Overview of the key Shortcut features and how they fit together
• Quickstart Guide- A deeper dive into the features to get users started
• Iterations Overview- An overview of Iterations for teams that work in sprints 
• What are Spaces?- Increase efficiency by creating saved Spaces

Leading a team

• Getting Started with Shortcut- Overview of the key Shortcut features and how they fit together
• Roadmap- Use Roadmaps to plan, visualize, and communicate work
• The Shortcut Reports Page- Use reports to track progress and better understand and support your team
• Story Templates Overview- Create Stories from a pre-formatted template, saving you and your team time
• What are Spaces?- Increase efficiency by creating saved Spaces
• Shared Spaces- Share Spaces across your organization, great for team meetings