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How to Set Up Savio’s Shortcut Integration

Savio collects customer feedback, tracks your feature requests, and makes it easy to prioritize features based on what your customers want.

But once you’ve decided on your roadmap, the features go to your Devs to be built. And they probably use a project management tool like Shortcut. The problem becomes keeping track of the status of those features. For example, your customer-facing teams using Savio may want to know when a feature has been shipped without going into Shortcut or sending an email constantly asking Devs for updates.

That’s where the Savio Shortcut integration comes in. The integration links feature requests in Savio with corresponding stories or epics in Shortcut. Then, anytime the story or epic changes status in Shortcut, its status is automatically updated in Savio.

In this article, we explain how to set up the Shortcut integration and how it works. We’ll cover:

Why set up the Shortcut integration?

If you do not connect Shortcut to Savio, your customer-facing teams end up relying on communication with the Dev team to know the status of features. It adds in busywork: more Slack messages, more emails, or more interruptions at the Dev’s desk. Or, if your Devs are particularly proactive, they have to send out status updates or even go into Savio to update the status of a feature.

The value of the Shortcut integration is that this communication is automated:

When a Dev changes the status of a story in Shortcut, the status gets automatically updated in Savio.

As an example, this “Android App 2.0” feature request has an “Untriaged” status in Savio.

Now, imagine one of your developers moves the “Primary” story for that feature request to “Planned” in Shortcut.

In Savio, you’ll see the Shortcut story status updated in the feature request.

You’ll see that the feature request’s status is also updated to “Planned” in Savio.

The result is more seamless communication. Your teams using Savio always know the status of a feature, and your Dev’s have fewer tasks in their workflow and fewer emails.

A quick overview video

Here’s what it looks like once it’s set up.

How to set up the Shortcut integration

First, we’ll connect Savio to Shortcut using Shortcut’s API. Next, we’ll set up a webhook so that when a story’s or epic’s status changes in Shortcut, it’ll also be changed in Savio.

Connect Savio to using Shortcut’s API

1. Log into Savio, and navigate to “Integrations”.

2. Click “Connect Shortcut”.

3. Navigate to your Shortcut workspace. Click “Settings”, then “Your Account”, and then “API Token”. Name the token and click “Generate Token”.

4. Copy the resulting API token.

5. Navigate back to Savio. Paste the API token in the “API token” field and click “Save”.

Read more: Shortcut API Tokens

Connect Savio to using Shortcut’s API

Now Savio is connected to Shortcut’s API. Next, we’ll set up a webhook so that when an issue’s status changes in Shortcut, it also changes in Savio.

1. Navigate to “Integrations” in Shortcut.

2. Choose “Webhooks”.

3. Copy the “Payload URL” and “Secret” fields from Savio.

4. Paste the “Payload URL” and “Secret” fields into Shortcut.

Now you’ve finished connecting Savio to Shortcut.

Map Shortcut story status to Savio feature request status

The next step is to map statuses. You’ll see a list of the statuses that exist for your teams on the left, and the feature request status options in Savio (on the right).

Tip: You may have several teams working in Shortcut. To link up with the Dev team, make sure you are changing the Dev team’s statuses.

Note: You can customize your statuses in both Shortcut and in Savio. Learn more about customizing story or epic status states in Shortcut or about customizing feature request statuses in Savio.

Choose the Savio statuses that correspond with each Shortcut story or epic status. Choose “Do Nothing” to keep a feature request’s status the same in Savio when the story moves to the specified Shortcut story or epic state.

Tip: We like to connect Shortcut to Savio in the following way:

We link our “Someday Maybe” story to our “Under Consideration” status in Savio;
our “Planned” Shortcut status with our “Planned” status in Savio;
our “In Development” Shortcut status to our “In Progress” status in Savio;
and our “Completed” status in Shortcut to our “Shipped” status in Savio.

How to link a Savio feature request to a Shortcut story

So now the integration is set up. You can now link a feature request in Savio to a story or epic in Shortcut. Here’s how to do that:

1. Navigate to the feature request you’d like to link with a Shortcut story/epic. Click “Feature Requests” in the left navigation menu and then click the title of the feature request you’d like to link with Shortcut.

2. Click “+ Link to Shortcut Story or Epic”.

Then you can choose to create a new story/epic in Shortcut or to link to an existing Shortcut story/epic.

Create and link to a new Shortcut story or epic

If you want to create a new story/epic in Shortcut to link a feature request to, click the “Create and Link to New Story or Epic” tab.

Then fill in the fields:

Story type: Select to create a new story or epic (learn the difference here).
Summary: This is the title of the story/epic that will be created in Shortcut. This is a required field.
Description: This is the description that will be created in the Shortcut story/epic.
Update The Linked Feature Request’s Status When This Story’s Or Epic’s Status Changes: Checking this box will make the linked Shortcut story/epic the “Primary” story/epic. That means that the Savio feature request will have its status updated when the linked Shortcut story’s or epic’s status changes. When unchecked, this feature request in Savio will not be updated when the linked Shortcut story/epic has its status changed.

Note: For each Savio feature request, only one Shortcut story/epic can be a “Primary” story and have the “Update The Linked Feature Request’s Status When This Story’s Or Epic’s Status Changes” box checked. If another story or epic already has been set to control the Savio feature request status, this box will be greyed out. If you check it when it is greyed out, you’ll make the current story/epic the “Primary” story/epic.

When you have filled in the fields, click the “Create Shortcut Story and Link” (or the “Create Shortcut Epic and Link”) button. You’ll see the story linked on the feature request page.

Link to an existing story or epic

If you want to link to a story/epic that already exists in Shortcut, click the “Link to Existing Story or Epic” tab.

Then fill in the fields:

Story Type: Select to link to either an existing story or an existing epic.
Shortcut Story or Epic: Select a story or epic from this list of your existing Shortcut stories and epics.
Update The Linked Feature Request's Status When This Story's Or Epic's Status Changes: Checking this box will make the linked Shortcut story/epic the “Primary” story/epic. That means that the Savio feature request will have its status updated when the linked Shortcut story’s/epic’s status changes. When unchecked, this feature request in Savio will not be updated when the linked Shortcut story/epic has its status changed.

When you have filled in the fields, click “Link to Shortcut Story” or “Link to Shortcut Epic”.

You’ll see the story or epic linked on the feature request page.

“Primary” stories or epics

You might have some feature requests in Savio that are related to several different Shortcut stories/epics. We’ve developed the integration to allow you to link a feature request in Savio to more than one Shortcut story or epic.

However, there is always only one “Primary” story or epic. The “Primary” story/epic is the one that controls the status of the feature request in Savio. So, while the different Shortcut stories and epics may move through their development workflows at different rates (and each story/epic could have a different status), the feature request’s status in Savio follows only the “Primary” story’s/epic’s status.

The “Primary” story or epic is the story that is bolded in the Linked Shortcut Stories list.

Tip: If you have multiple Shortcut stories and epics linked to a Savio feature request, we suggest making sure that the “Parent” Shortcut story/epic (the most important story/epic) is set to be the “Primary” story/epic—the one that controls the Savio feature request status.

How to make a story or epic the “Primary” story or epic

To set an issue to be the “Primary” story or epic, do the following:

1. Hover your mouse over the story or epic and click the “Edit Primary setting” icon.

2. Select “Update The Linked Feature Request's Status When This Story's Status Changes”. Then click “Save”.

Now that story or epic is the “Primary” story/epic. When the Shortcut status of that story/epic is changed, the status of the linked feature request in Savio will also change; other linked Shortcut stories/epics will not affect the status in Savio.

Last Updated: February 23 2021

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