Shorter Loop Help Center
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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
How do I access the Feedback Manager in Shorter Loop?
What is Shorter Loop's Ideas & Issues system and how does it organize feedback?
What does the main Feedback Manager dashboard show me?
How do I turn ideas and issues into actionable work items?
How do I disconnect or unlink work items from ideas?
What information can I see in the work item quick view?
How do I filter and sort ideas and issues?
How do I create new ideas and issues?
How does voting work in the Feedback Manager?
What makes Shorter Loop's connected canvas approach unique?
How do I manage categories and organize feedback effectively?
What are Collections and how do they help organize feedback?
How does AI-powered collection generation work?
How do I create custom collections manually?
What can I do within a collection page?
How do I publish and manage collection visibility?
How does the AI summarization feature work?
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?
Subscription
What happens when you reach your AI & Storage limit in Shorter Loop?
Storage limits vary by subscription plan, and understanding these limits helps prevent service interruptions and optimize your subscription usage.
Storage Limits by Plan
#
Plan-Based Storage Allocation
:
Startup Plan
: 5 GB storage limit
Scaleup Plan
: 15 GB storage limit
Enterprise Plan
: Unlimited storage
Current Usage Monitoring
:
Usage Display
: "47.65 MB Utilized" shown in subscription summary
File Tracking
: Monitor individual file sizes and types
Real-time Updates
: Storage usage updates as files are added/removed
When Storage Limit is Reached
#
Upload Restriction Process
:
Limit Reached
: When attempting to upload files that exceed your plan's storage limit
Upgrade Prompt
: System displays upgrade options instead of allowing upload
No Warning System
: Shorter Loop doesn't send advance warning notifications
Immediate Action Required
: Must upgrade plan or free up space to continue uploading
Service Impact
:
Upload Blocked
: Cannot upload new files when limit is exceeded
Existing Files
: Current files remain accessible and functional
AI Context
: Existing AI performance continues with current files
Storage Management Options
#
Immediate Solutions
:
Delete Unused Files
: Remove outdated or unnecessary documents to free up space
File Optimization
: Compress large files before uploading
Regular Cleanup
: Periodic review and removal of uploaded content
Plan Upgrade Options
:
Startup to Scaleup
: Increase from 5 GB to 15 GB storage
Scaleup to Enterprise
: Get unlimited storage capacity
Immediate Upgrade
: Upgrade prompted when upload limit is reached
Storage Optimization Tips
#
File Management Best Practices
:
Supported File Types
: Text, CSV, Word, Excel, RTF, HTML, PDF, PPT
File Purpose
: Upload only files needed for AI context
Organization
: Tag and categorize files for easy management
Regular Audits
: Review and remove outdated context files
Maximizing Storage Efficiency
:
Compress Files
: Reduce file sizes before uploading
Archive Old Files
: Remove files from completed projects
Strategic Uploads
: Focus on high-value context documents
Team Coordination
: Avoid duplicate file uploads across products
Upgrade Recommendations
#
When to Consider Upgrading
:
Startup Plan
: Monitor usage as you approach 5 GB limit
Scaleup Plan
: Track usage approaching 15 GB capacity
Growing Teams
: Consider Enterprise for unlimited storage and advanced features
Enterprise Plan Benefits
:
Unlimited Storage
: No storage restrictions or upload blocks
Portfolio Management
: Advanced portfolio roadmap features
Unlimited Products
: Scale without product limitations
Priority Support
: Enhanced support for large teams
Modified at
2025-06-25 03:26:02
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