Docs Overview

Shortcut Docs allows for free form documentation, ideation, and collaboration in an easy-to-use document editor. 

You can use Docs to house any internal documentation that you would like to share or reference anywhere in Shortcut. Here are a few ways our team uses Docs 

  • Creating a simple, clean list of action items

  • Housing release notes

  • Sharing meeting minutes

  • Drafting marketing and blog posts

  • Planning Team goals in a living, collaborative document

Check out the Getting Started with Docs video for a quick overview.

Docs Menu

The Docs Menu found on the left-hand side of the page allows you to navigate between your personal collection of docs and docs publicly available throughout the Workspace.

Docs Menu Guide


Recently viewed Docs.
My Docs  
Docs that you've created.
All Docs  
Docs that are publicly available in the Workspace.
Docs that you've added as "Following".
New comments in these Docs generate email notifications.
A set of Doc Templates that can be easily accessed and edited for common use cases.
A labeled group that Docs can be added to (similar to how an Epic houses Stories).

Doc Permissions

  What are Doc Permissions?

Do you have sensitive information that you want to restrict access to? Well, now you can in Docs! Doc Owners can choose to assign Doc Access by selecting the dropdown menu at the top-right of the page. Choose between Workspace-wide, Shared (with specific teammates), or Private (only visible to you).

Docs Permissions Guide


Suggestion Mode


Suggestion Mode is only available for Team, Business, and Enterprise plans.

Any doc editor can place a document in "Suggesting" mode by clicking the dropdown in the top right corner. By default, a document is opened in "Editing" mode.

Suggestion mode allows other doc collaborators to see what changes are proposed - additions, deletions, or formatting changes. Additions are shown in green, deletions shown in red, and formatting changes are shown in blue. Suggestions can be accepted or rejected in the comments section.

Suggestions are not shown on Public Docs. If a Public Doc has suggestions contained within, the public version will show the last version before suggestions were added.


The Blocks Toolbar

Check out the versatility of blocks! You can add customized lists, quotes, tables, multimedia, and code blocks. Simply select the icon  (Edit Block) to get started!

Blocks Guide


Heading Styles  
Make your text more visible by adding heading styles (1-3).
Choose between bulleted, numbered, or to-do lists.


Threaded lists can be created by selecting Enter to create a new list line and then Tab to create a sublist.

Block Quote  
Highlight text as a quote to make it more visible.
Horizontal Line  
Add a horizontal line in the Doc to segment or section text.
Code Block  
Add a code block by choosing between different markup/programming languages.
Add a table with customized rows and columns.
Add an image from your device or embed a video by entering its URL. Note: only the following domain are supported for video: Youtube; Vimeo; Dailymotion; Spotify.
Formatting Text Guide

Looking to format your text, create a Story, or add a comment? Simply start by highlighting some text.


Text Style  
You can add bold, italic, and strikethrough formatting to your text.
Add highlighting to your text using one of four colors.
Stories, Epics, Iterations, and Objectives can be planned, created, and assigned directly from a Doc. No need to hop back and forth.          Note: the highlighted text will become the respective entity's title. 
Add a URL to the highlighted text to format it as a hyperlink.
Wrap the text in code formatting.
Add a comment to the Doc referencing the highlighted text.

Mention a teammate in a comment by entering "@" and selecting their name.

Doc Actions

Look for the symbol. This menu is accessible from within the Doc in the upper left.


Allows a user to Follow a Doc they would like to quickly find and reference. If you Follow a Doc, you would also receive a notification if a comment was added, even if you’re not @ mentioned




Allows a user to "Archive" a Doc that is no longer needed but still wants it to be kept for reference. Archived documents can't be edited and any comments are hidden. To edit this document you can unarchive it.




Allows a user to delete a Doc that is no longer needed. Deleting a Doc will remove it from your Workspace and all associated Collections will be removed.


A deleted Doc cannot be recovered.


Doc Relationships

There are two types of Relationships for Docs:

Mentioned Related
  • Mentions are a one-way street; they occur when a URL link to a Story, Epic, Doc, Iteration or Objective is pasted directly into the Doc. The entity mentioned will not show a link to the Doc from that entity's page.
    • Mentioned relationships are listed in the right Relationship sidebar under "Mentioned".
  • Relationships are a two-way street; the link is shown from both the Doc and the entity being linked. Creating a relationship can be done within the Doc for only a Story, Epic, or another Doc either from the sidebar or via the "/" keyboard shortcut.
    • A relationship for a Story, Epic, Doc, Objective, and Iteration can also be established from each of those individual entities' pages.


Mentioning and Relating Guide


Adding Mentions & Adding Relationships


→ Simply Copy and Paste a direct URL link into a Doc. The mentioned Story, Epic, Doc, Objective, Iteration, Label, or Project is shown as a badge on the Doc, as follows:



The Roadmap, Team detail, and Reports pages cannot be mentioned at this time.

→ For a quick view of the information within each respective Shortcut entity, such as progress and other important details, simply hover over the linked Story, Epic, Iteration, Objective, or Doc.


To quickly insert a Shortcut link for a Story, Epic, Iteration, Objective, or Doc, you can also utilize the keyboard shortcut "/"  - which will populate the search bar right on the Doc. Once added, the mentioned Story, Epic, Iteration, Objective, or Doc will be reflected in the Doc Relationships sidebar. 



To Add Relationships in a Doc for Stories, Epics, Iterations, Objective, and other Docs

→ Search for the respective entity in the Search bar in the Relationships sidebar.



To link a Doc from a Story: 

→ Use the Relationships Option, Docs Tab and search for the Doc.


To link a Doc from an Epic, Iteration, Label, Objective, or Project:

→ Use the "Link Doc to [Epic, Iteration, Label, Objective]" option. You may also create a Doc from here by clicking Create Doc for []. This newly created Doc will automatically be linked.



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