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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 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.