Docs allow for free form documentation, ideation, and collaboration in an easy-to-use document editor. You can use Docs to house any internal documentation that you would like to share or reference anywhere in Shortcut.
Editor
- Type ”/” anywhere in a Doc to search for and link a Story, Epic, Iteration, Objective, or Doc. Linked entities will appear in the Doc Relationships sidebar.
- Relationships are a two-way street; the link is shown from both the Doc and the entity being linked. Note, a URL link to a Story, Epic, Doc, Iteration or Objective can also be pasted directly into the Doc.
- Tip: For a quick view of the information within each respective Shortcut entity, such as progress and other important details, simply hover over the linked Story, Epic, Iteration, Objective, or Doc.
- Select the Add/Edit icon to insert and customize content blocks including headings (H1-H3), bulleted, numbered, or to-do lists, block quotes, horizontal lines, code blocks, tables, and images or videos. Videos can be embedded via URL. To create a threaded list, press Enter for a new line and Tab to create a sublist.
- Highlight any text to access formatting options including bold, italic, strikethrough, code, highlighting in four colors, hyperlinks, and comments. You can also create Stories, Epics, Iterations, and Objectives directly from highlighted text without leaving the Doc. The highlighted text becomes the new entity’s title.
Organization
Docs Menu
The menu on the left side of the page lets you navigate between Recent, My Docs, All Docs, Following, Templates, Favorites, and Collections.
Templates
Templates are pre-made structured guides to enable your team to get started quickly. Note, while the template section itself can not be modified, the Templates can be duplicated, edited, and saved under a Collection as needed.
Collections
Collections are labeled groups for organizing Docs, similar to how an Epic houses Stories. Unlike standard folders, a Doc can belong to multiple Collections at once. For example, a PRD can live in both a PRD Collection and a Product Collection, making it easy to find regardless of who is looking. Collections support Sub-Collections for additional nesting, are visible to everyone in the Workspace, and are sorted alphabetically. Private Docs within a Collection are only visible to users with access to that Doc.
Permissions
Grant Doc Owners with access control by selecting the dropdown at the top right of the page and choosing between Workspace-wide, Shared with specific teammates, or Private (visible only to you).
Suggestion Mode
Propose changes via color coding: additions in green, deletions in red, and formatting changes in blue. Collaborators can accept or reject suggestions from the comments section.Any editor can enable Suggestion Mode from the dropdown in the top right corner. By default, Docs open in Editing mode.