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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.

  1. Teams & Workflows
  2. Import & Shortcut Hierarchy
  3. Integrations
  4. Users & Workspaces
  5. Ongoing Resources

Step 2 - Import & Shortcut Hierarchy

Import your data to get up and running in no time. After import use the Shortcut Hierarchy best practices to organize your work.


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 an easy process.

Additional Resources:

  • 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.

Importing from Jira

Read Importing data from Jira to Shortcut for a video and instructions on how to import.

Importing from Trello

Read Importing data from Trello to Shortcut for a video and instructions on how to import.

Importing using the API

Looking to import your data from another tool? Our REST API (v3) can help! Check out our API documentation here for creating Stories, Epics, Milestones, and more, as well as other helpful functionality.

Shortcut Hierarchy

Now that you have imported your data it's important to organized your work according to the Shortcut Hierarchy. Setting up Shortcut correctly will allow your team to scale and collaborate effectively. Read Shortcut Hierarchy Best Practices to learn how to set up Shortcut successfully now and for the future.