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Setup Guide

Get started from scratch or transition away from your old tool with the Shortcut Setup Guide for Admins and Owners.

Teams & Workflows
Import & Shortcut Hierarchy
Integrations
Users & Workspaces
Ongoing Resources

Step 1 - Teams & Workflows

Setting up Teams and Workflows are a great place to begin setup.

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

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