Using Docs

Use Cases

Shortcut Docs is a free-form document editor for documentation, ideation, and collaboration. You can use Docs to house any internal documentation that you would like to share or reference anywhere in Shortcut.

Here are a few ways our team uses Docs:

  • Action items — Create a simple, clean list of action items and link them to Stories or Epics as work gets picked up.
  • Release notes — House release notes in a Doc and attach it to the relevant Epic or Iteration so the whole team has a single source of truth.
  • Meeting minutes — Share meeting minutes in a Doc and @mention teammates to call out follow-ups.
  • Marketing and blog drafts — Draft marketing copy and blog posts collaboratively before work moves into Stories.
  • Team goals — Plan team goals in a living, collaborative document and link the Doc to Objectives to keep strategy and execution connected.

Best Practices

  • Attach Docs directly to Stories, Epics, and Objectives as your primary form of organization. Collections are a great secondary layer. Use Sub-Collections for an additional level of hierarchy within a Collection.
  • Keep your Collection list short and intentional. Align your team on a plan before creating them.
  • Adopt a naming convention for consistency. The Shortcut team prefixes by team name, for example “Build: PRDs” or “Build: Key Workflows.”
  • Revision history is not yet available for Docs. If you experience data loss, contact Support@shortcut.com and we can attempt to restore a previous version.