Manager and Team Lead Learning Path

Welcome to Shortcut! This learning path is designed to make Managers and Team Leads successful in Shortcut. Learn how to empower your team and get the most out of Shortcut with these lessons: View and Plan Your Team's Work, Team Meetings in Shortcut, and Reports.

View and Plan Your Team's Work

This video will walk you through how to best view and plan your team's work in Shortcut. All through the manager's perspective this learn about Stories, Epics, Milestones, the Roadmap and Iteration.

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Team Meetings in Shortcut

Learn how to run your team meetings and working sessions in Shortcut. Running meetings in Shortcut saves time and ensure everyone is on the same page. This video covers how to think about meetings on the Stories page, Iterations, Milestones, Epics, and the Roadmap.

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Shortcut Reports are a powerful tools for Managers and Team Leads. There is a Reports Page that helps you visualize activity across Stories, Epics, Milestones, Iterations, Owners and Labels. There are also page specific reports on the Epics, Milestones, Team, and Iterations pages (articles on each report type linked). These give you the ability to see charts at a more granular level for the work that is being done by you and your team. To get started with reports we recommend reading Reporting Best Practices which gives you an overview and the best practices you need to understand and get started with Reports in Shortcut. 

Keep Learning

Shortcut Setup Guide: Admins and Owners - This learning path gives a step-by-step for Admins and Owners that are setting up or managing Shortcut. 

New User Learning Path - This learning path is perfect for anyone getting started with Shortcut. Learn the basics and best practices with these learning videos. 


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