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  1. Gettting Started
  • Shorter Loop Help Center
  • Gettting Started
    • How to Get Started With Shorter Loop Easily? Shorter Loop User Onboarding Guide
  • Capabilites
    • Beyond the Double Diamond: The Ultimate End-to-End Product Management Framework with Shorter Loop
    • Discover
      • How to start with Product Discovery?
      • Product Vision
        • How do I access the Product Vision Canvas in Shorter Loop?
        • How do I create and manage personas directly from the Product Vision Canvas?
        • What are the key components of an effective Product Vision Canvas?
        • What are Connected Canvases and how do they work in Shorter Loop?
        • How do I unlink target groups from personas, and what are the implications?
        • How does the AI-powered content generation work in the Product Vision Canvas?
        • How do I define the 'Product' section of the Product Vision Canvas?
        • How do I set effective 'Business Objectives' in the Product Vision Canvas?
        • How should I structure my Vision Statement for maximum impact?
        • How do I collaborate effectively with my team using the Product Vision Canvas?
        • How do I measure the success and impact of my Product Vision Canvas?
        • How can I use colors to highlight and organize cards in the Product Vision Canvas?
      • User Persona
        • How do I access and navigate the User Persona Canvas in Shorter Loop?
        • How do I create a new User Persona from scratch?
        • How do I add and customize demographic fields for my persona?
        • What is the recommended sequence for completing persona key elements?
        • How do I create Value Propositions that address my persona's needs?
        • How do I upload attachments and research files to generate automatic insights?
        • How do I share and export User Personas with my team?
        • How to create strategic opportunities from my User Persona insights
        • How do I effectively name and organize User Personas?
      • Business Model
        • How do I access and start creating my Business Model Canvas in ShorterLoop?
        • Can I collaborate with my team on the same Business Model Canvas?
        • How does the Business Model Canvas integrate with other ShorterLoop discovery tools?
        • What's the difference between the Canvas, Notes, and Experiments tabs in the Business Model section?
        • How do I use the "+ ADD" buttons effectively to build comprehensive business model sections
        • Can I export or share my Business Model Canvas with investors and stakeholders?
        • How does Shorter Loop's Business Model Canvas help me identify new revenue opportunities?
        • What makes ShorterLoop's Business Model Canvas different from free alternatives like Strategyzer?
        • How do I connect my User Persona Canvas with the Business Model Canvas?
      • Feedback Manager
  • Product Integrations
    • Jira
      • Set up 2-way Jira Sync with Shorter Loop for Epics, Features, and Stories
      • Why is Shorter Loop a more comprehensive product management solution than Jira?
      • Can feedback be linked to the original Sprint ticket from which the idea was generated?
      • Is there a way to bucketize items by status, like in progress, testing, etc.?
      • How to reopen closed work items and tickets in Shorter Loop and Jira integration?
      • If I have editor access in Shorter Loop but not in JIRA, can I still access or make changes in JIRA through Shorter Loop?
      • If I have access to JIRA but not Shorter Loop, and make changes in JIRA, will it reflect in Shorter Loop?
      • Shouldn't we categorize an issue into development only after linking it to JIRA?
      • So, if we raise an issue in Shorter Loop, will it go and become a ticket in JIRA?
      • Is it possible to see the Jira status of the work item in Shorter Loop?
      • Does the change in status in Shorter Loop make the changes in Jira?
      • How to fix Jira API token authentication issues in Shorter Loop integration?
      • Does Shorter Loop provide nesting like Jira?
      • Is there a visual way to see parent-child work items (like nesting in Jira) at once in Shorter Loop (like a board)?
      • Does Shorter Loop provide freedom to create multiple levels of hierarchy (nesting) in Product Backlog?
      • What’s the difference between nesting in Jira and Shorter Loop?
      • What changes appear in Jira if you delete any work item from Shorter Loop’s Backlog?
  • Using Shorter Loop
    • How to Create a Strategy Board in Shorter Loop?
    • How to Create a Roadmap in Shorter Loop?
    • Does Shorter Loop Support Other weight-based prioritization methods, such as customizing the weights other than effort/value, spread intensity, RICE, etc.?
    • Does Shorter Loop provide migration assistance?
    • How to apply Filters on the Roadmap?
    • How to Save or Share a Roadmap in one Click?
    • How to Build a Product Backlog?
    • Persona Canvas: Understand Your Target Users
    • How to create a Prioritization Matrix? - Shorter Loop
    • How to create a User Story Map? - Shorter Loop
    • How to Integrate Slack with Shorter Loop?
    • How to Create a Document in Shorter Loop? - Shorter Loop
    • How to Collaborate on Digital Whiteboard?
    • How to Use Idea Manager in an End-to-End Product Journey?
    • How to view the version history?
    • How to Share or Delete the particular Whiteboard?
    • How to start with Product Discovery? - Shorter Loop
  • Account Settings
    • Billing & plan management
      • How to Upgrade Your Trial to an Active Plan
      • Can I change my subscription plan after the trial?
      • What happens to my product discovery data during plan changes?
      • How does seat billing work for teams?
      • Can I pause my Shorter Loop subscription?
      • What are the feature limits and restrictions for each plan?
      • How to Upgrade to a Paid Plan? - Shorter Loop
      • How to Upgrade to a Paid Plan?
    • Profile Management
      • Subscription
        • How to access Subscription Settings in Shorter Loop dashboard?
        • What information is displayed in the Subscription Summary section?
        • How to add new products to your Shorter Loop subscription?
        • How to manage users and assign roles in your Shorter Loop subscription?
        • How to view and manage your subscription plan details?
        • How to manage AI & Storage in your Shorter Loop subscription?
        • What user roles are available in Shorter Loop and what are their permissions?
        • How to change your subscription name and logo in Shorter Loop?
        • What user roles are available in Shorter Loop and what are their permissions?
        • How to update payment methods and view billing history in Shorter Loop?
        • How to upgrade or downgrade your Shorter Loop subscription plan?
        • How to remove or deactivate users from your Shorter Loop subscription?
        • What happens when you reach your AI & Storage limit in Shorter Loop?
      • Product
        • How to access Product Settings and manage product-specific configurations?
        • What information is displayed in the Product Summary section?
        • How to manage users and assign roles within a specific product?
        • How does product-level AI & Storage management work compared to subscription-level?
        • What happens when you invite new members to a product vs the subscription?
      • Team
        • How to access and navigate to team management in Shorter Loop?
        • How to create and manage teams within a product?
        • How to manage team members and assign roles within a specific team?
        • How to invite new members to a team and manage bulk operations?
        • How to delete teams and understand the impact on work items?
      • User
        • How to edit and update your user profile settings in Shorter Loop?
        • How to change your email address in Shorter Loop account settings?
        • What is the difference between Display Name and Full Name in Shorter Loop profile settings?
        • How to change your password in Shorter Loop dashboard after login?
        • How to upload and change your profile picture in Shorter Loop?
    • Team Management
      • Adding New Members to Your Shorter Loop
      • What are the different user roles in Shorter Loop and what permissions does each role have?
      • How do I invite new members to my Shorter Loop account?
      • How do I change a team member's role or permissions?
      • How do I add members to specific products in my subscription?
      • How do I manage team members within a specific team?
      • How do I view and manage all members in my account?
      • What's the difference between subscription-level and product-level member access?
      • How do I deactivate or reactivate team members?
      • Can the same person have different roles in different products or teams?
      • What happens when I invite someone who's already in my subscription to a new product or team?
      • Can a subscription member be part of multiple Shorter Loop subscriptions?
  1. Gettting Started

How to Get Started With Shorter Loop Easily? Shorter Loop User Onboarding Guide

Welcome to Shorter Loop! This comprehensive guide will walk you through the complete onboarding process to get you started with building delightful products.

Getting Started#

Step 1: Account Registration#

First, you'll need to create your Shorter Loop account:
New users: Visit https://app.shorterloop.com/register
Existing users: Visit https://app.shorterloop.com/login

Step 2: Work Email Registration#

Provide your work email address (example: drawat+100@covationlabs.com).
Important: Shorter Loop does not accept free or open email domains for registration. You must use a work/corporate email address.

Three-Step Onboarding Process#

Step 3.1: Personal Details Setup#

After email registration, you'll need to provide your personal information:
Full Name: Enter your complete name
Password: Create a strong password that meets these requirements:
More than 8 characters
At least 1 uppercase letter
At least 1 special character

Step 3.2: Company Information#

Next, you'll set up your company details:
Information needs to be provided:
Company Name: Your organization's name. This is required!!
Department: Select your department
Role: Choose your role within the organization
How did you hear about us?: Select the appropriate option
Note: Shorter Loop generates a unique company slug from your company name. This slug is unique for each company on the platform and only needs to be set up once by the subscription owner.

Step 3.3: Product Setup#

Finally, configure your first product:
Product Details:
Product Name: What's your product called?
Product Description: What's the big idea of your product?
Platform Capabilities:
Create multiple products within one company/subscription.
Each product can have multiple teams.

Dashboard Access & Next Steps#

Once onboarding is complete, you'll reach the main dashboard. You'll see a welcome dialog with three options to start your journey:

Choose Your Path:#

1.
Create Roadmap
1.
Visualize your product's journey with comprehensive roadmaps
2.
Align your team and drive actionable plans
2.
Set up Strategy
1.
Set objectives and uncover opportunities
2.
Craft solutions and conduct experiments
3.
Bring structure and clarity to connect the dots
3.
Gather Ideas
1.
Engage with end users and stakeholders
2.
Set up a feedback portal for insights, ideas, and concerns
Tip: You can close this dialog by clicking outside of it to stay on the main dashboard.

Email Verification - Critical Step#

⚠️ Important Email Verification Requirements#

For second-time login and beyond:
You must verify your email address to use the tool
Without verification, you cannot access Shorter Loop features
Session expires after 3 days if the email is not verified
You can manually log out and verify at any time

Verification Process:#

1.
Check your email inbox for the verification message
2.
Look for an email from "Team Shorter Loop"
3.
Click the "Verify My Email" button in the email

Email Content:#

Subject: Account verification
From: Team Shorter Loop
Action Required: Click "Verify My Email" button
Purpose: Ensures account security and optimal user experience

Quick Reference#

StepActionRequirement
1RegistrationWork email only
2Personal DetailsStrong password (8+ chars, 1 uppercase, 1 special)
3Company SetupCompany name, department, role
4Product SetupProduct name and description
5Email VerificationMandatory for continued access

Support#

If you encounter any issues during the onboarding process, please reach out to the Shorter Loop support team.
Welcome to Shorter Loop - Let's build delightful products together!
Now you go to each Module and start your product journey with Shorter Loop, also check a quick ‘Product Tour’.
Collaborate: How to use Collaborate in Shorter Loop
Discover: How to use the Discover Module, what it contains, and how to navigate it.
Plan: How to Plan with precision
Build: How to Build Product Backlog
Docs: How to create Documents within Shorter Loop
Idea Manager: How to Manage Ideas from Every Stakeholder
Modified at 2025-06-16 06:30:40
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