Overview
This guide helps you transition from ClickUp to Shortcut. Shortcut is designed for software teams, so you’ll find features and names are developer-focused.
For more on the Shortcut hierarchy, see Quick Start.
Stories vs. ClickUp Tasks
| Shortcut | ClickUp | Description |
|---|---|---|
| Story | Task | Individual piece of work |
| Requester | Assigned By | User requesting the work |
| Owner | Assignee | User completing the work |
| Following | Watchers | User following the Story |
| Estimate Field | Time Tracked | Story points (customizable scale) |
Best Practice: A Story should be 1-2 days of work (no longer than a week or two). Break larger work into multiple Stories using Story relationships.
Sub-tasks vs. ClickUp Checklists
Sub-tasks break down Stories into smaller pieces. Like Stories, you can estimate Sub-tasks, connect them to VCS, and move them through your Workflow.
Epics vs. ClickUp Targets/Lists
An Epic is a collection of Stories representing a larger feature or initiative. In Shortcut, Epics can span multiple Workflows and Teams.
Objectives vs. ClickUp Goals
Objectives are the highest level of hierarchy—collections of Epics representing company goals. This extra layer helps executives track progress and teams understand their goals.
Teams vs. ClickUp Teams/Spaces
Teams represent cross-functional squads who collectively own Stories, Epics, and Iterations. Teams are easily filterable and can be added/removed from any entity.
Iterations vs. ClickUp Sprints
Iterations are time-boxed periods for sprint tracking. The Iteration page includes Burndown charts, Cycle Time/Lead Time charts, and Cumulative Flow Diagrams.
Saved Spaces vs. ClickUp Spaces
Spaces are filtered views of the Stories page. Create views for your work, your team’s work, or any custom filter—no siloed views needed.
Workflows vs. ClickUp Status
Workflows define the states Stories move through. Shortcut Workflows are linear but can transition based on VCS actions.
- Workflows and Teams have a many-to-many relationship
- Easy to standardize Workflows across your organization
Docs vs. ClickUp Docs
Docs is built into Shortcut. Create and link Stories, Epics, Objectives, and Iterations directly from Docs—all in one tab.
Status Page vs. ClickUp Workload View
The Status Page shows all Unstarted, Started, and Recently Done Stories by Owner. Great for seeing what everyone is working on and planning next.