Navigating the Shortcut Interface
Last updated August 30, 2024
Welcome to Shortcut! Whether you're new to Shortcut or just need a refresher, this guide will help you navigate the Shortcut interface efficiently. Shortcut is designed to streamline your workflow, enabling your team to collaborate effectively on projects.
Step-by-Step Guide:
- Log in to Shortcut:
- Go to Shortcut and enter your credentials.
- If you don’t have an account, you can easily create one by clicking on the "Sign Up" button.
- Dashboard Overview:
- Upon logging in, you'll be greeted by the Dashboard. This is your central hub, displaying key metrics and recent activities across your projects.
- Customize your dashboard by adding widgets relevant to your current projects.
- Accessing Projects:
- On the left-hand side, you'll find the Projects tab. Click here to view all ongoing projects.
- Select a project to view its details, tasks, and progress.
- Creating and Managing Stories:
- Stories are at the heart of Shortcut. To create a new story, click the "Create Story" button at the top-right corner.
- Fill in the necessary details, assign it to a team member, and set a due date.
- Using the Kanban Board:
- Navigate to the Kanban Board from the sidebar to manage your stories visually.
- Drag and drop stories between columns to update their status from "To Do" to "In Progress" or "Completed."
- Search and Filters:
- Use the search bar at the top to quickly find stories, tasks, or projects.
- Apply filters to narrow down results based on status, assignee, or due date.
- Notifications and Activity Feed:
- Keep track of all updates via the Notifications icon in the top-right corner.
- The Activity Feed on your dashboard provides a chronological log of all actions within your workspace.
- User Settings:
- Access your user settings by clicking on your profile icon in the top-right corner.
- Here you can update your personal information, change notification preferences, and manage integrations.
- Help and Support If you need assistance, click on the Help icon or visit the Support Center for tutorials and FAQs.
By following these steps, you’ll be able to navigate the Shortcut interface with ease, ensuring your team stays organized and productive. Happy Shortcutting!
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