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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 5 - Ongoing Resources

Need more support? We are here to help!

Join the Getting Started Webinar

Check out the Getting Started Webinar for a live Shortcut overview and Q&A session.

Talk About Setup

Have a question? We are here to help! You can submit a request through our Help Desk, or alternatively check out our Discord to chat to other likeminded Shortcut user!

Check out the Sample Workspace

You also have access to our Sample Workspace that will give you some good tips and tricks as to how to set up the perfect setup to suit your team's needs.