Shortcut integration

What is this feature?

We are thrilled to announce a new integration feature that enhances your task management efficiency within the Scrut platform. With the "Shortcut integration", you can now seamlessly raise tickets and manage compliance-related tasks right from the 'Actions' button available in the Policy, Test, and Evidence task modules.

How does it work?

1. Navigate to 'Settings.' Go to 'Integrations.' Then go to 'Shortcut' and click on “Integrate”.

2. You will be prompted to enter your Shortcut API token.

3. For guidance on obtaining the API token from Shortcut, simply click the 'API Token' link located below the "Generating API Token" section.

4. Enter your API token and click 'Submit' to proceed seamlessly.

5. Upon successful integration, you will receive a notification at the top indicating that the integration was successful.

6. To configure additional fields for the Shortcut integration, simply click the 'Configure Additional Fields' button located in the top right corner.

7. You will get a pop-up box where you can configure additional fields. Simply switch on the fields you need, and then click 'Save'.

8. You can proceed to access any of the following modules: Evidence Task, Policy, and Tests.

9. Within these modules, locate the 'Action' button on the right side.

10. In the dropdown menu that appears, you will find an option to 'Create Shortcut Story'. Select this option to initiate the creation of a Shortcut story.

11. A popup window named "Create Shortcut Story" will appear. Here, you can enter the necessary details for your story and then click on 'Create Story' to complete the process.

12. Once the story is successfully created, a comment is added automatically.

If you have any questions or issues, please reach out to your assigned Customer Success Manager. They'll be happy to assist you!

To view all the product updates, please click here.