A Beginner’s Guide on How to Shift Gears on a Bike

July 12, 2019

We get it: If you’re new to cycling, the concept of shifting gears can be confusing. But you won’t go very far if you avoid using your gears literally.

Bikes have gears so you can pedal comfortably no matter what the terrain, making your rides easier and more fun.

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So we put together a handy guide that incorporates everything you need to know about how and when to shift your gears.

A Summary on Shifting

1. To shift onto a different chainring/gear up front, use your left shifter.

2. To shift one of the rear gears (and how you’ll shift most often), use your right shifter.

3. For smoother shifting, pedal lightly while using the shifter. Don’t back-pedal.

4. If you’re pedaling too fast, and there isn’t enough resistance, shift into a harder gear. You’ll also go faster.

5. If you’re pedaling too slow, and it’s hard to turn over the pedals, don’t be afraid to shift into an easier gear. It’s better to ride at a more efficient cadence anyway.

6. Lastly, practice makes perfect. Play around with shifting, and see how it feels to ride in different gears.

Need a little more help in understanding shifting? Check out the advice below.

Know Your Shifters

Typically, the left-hand shifter changes the front gears and the one on the right controls gears in back.

If you get flustered on the fly, remember this mnemonic device: “right equals rear.” For bikes that only have one chainring in the front (also known as “1x” or “one-by”), you will only have a right-handed shifter, unless you built your bike for the rear to be shifted on the left side.

Different brands of shifters all function slightly differently, but all shifters are pretty intuitive. Consult your bike shop at the time of purchase on how yours work or simply jump on your bike, make sure to pedal and push your shifters to get a sense of how they function.

Play Around With the Gears

Most geared bikes have one, two, or three chainrings in the front (the rings attached to the pedal crank arm) and anywhere from seven to 12 gears or cogs in the back (or the cassette attached to the rear wheel).

Moving the chain from the smallest rear cog to the largest eases your pedaling effort incrementally.

Moving it between the chainrings in the front results in a more noticeable change pedaling feels easier in a smaller chainring and harder in a bigger one.

The best way to get a hang of what your gears feel like is to take your bike to a safe place away from traffic, like an empty parking lot, and shift through all the gears in the front and rear to understand how they feel while riding.

Cyclists spend most of their time shifting the rear gears to find their cadence sweet spot.

When to Shift

You want to shift to an easier gear on hills (climbs) or when you’re riding into the wind. Use a harder gear on flats or if the wind is blowing from behind (a tailwind).

When in doubt, shift before the terrain changes, especially on hills. Don’t wait until you can feel the incline kick in before you shift; shift gears in anticipation of the incline.

When you shift, keep pedaling but ease up on the pedals, especially on hills if you’re pushing hard or if you stop pedaling completely, the chain may skip or fall off.

When you’re just getting comfortable on a bike, use only the rear cogs and the small or middle front chainring.

This will allow you to get the hang of it before you shift into harder gears. If you’re not sure what gear you’re in, you can look down.

A glance to the front will confirm what ring you’re in, and a glance to the rear will at least give you a sense of whether you’re in a low or high gear.

Once you feel more comfortable, you can start playing with different gears in different situations.

When riding uphill or into a headwind, it’s best to use the small or middle front chainring and bigger rear cogs. When riding downhill, it’s best to use the front chainring and a range of the smaller rear cogs.

When riding on flat terrain, it’s best to use the middle or big front chainring and a range of rear cogs (remember to avoid cross-chaining).

You also want to avoid cross-chaining, where the chain is at an extreme slant either in the big ring up front and the biggest cog in back, or the small ring up front and the small cog in back.

This not only stresses the hardware, but it also limits your options if you need to shift again. In some cases, you’ll hear a noise when you’re cross-chaining.

What to Do If You Drop Your Chain

Cross-chaining can also cause your chain to slide off the chainring, known as a dropped chain. This typically happens when shifting between the big and small ring in the front or when you shift under too much pressure.

When you’re riding up a climb, and the resistance is so strong that you can barely turn the pedals, it’s a bad time to shift.

(This is also why it’s best to downshift before not during climbs.) But, if shifting is necessary, the best thing to do is ease off the pace for a moment, cleanly shift gears, and then continue powering on.

If you do drop your chain, the first thing to do is slowly and safely pull over and step off your bike.

Push the rear derailleur (the mini wheel that hangs below the corset) toward the front wheel to give yourself some slack, grab your chain, and manually guide it back onto the chainring.

Lift your rear wheel off the ground and turn the pedals over a few times with your hand to make sure it’s running smoothly.

Fair warning: Your hands will get covered with grease when you touch your chain so you may want to keep a pair of medical gloves or a packet of hand wipes in your saddlebag for such instances.

Sometimes, you can fix a dropped chain without getting off your bike. If you drop it off the small ring, pedal slowly, and use the left shifter to shift into the big ring.

If your chain starts to drop every ride, your bike’s derailleurs may need to be tuned. The best thing to do is take your bike to your local shop and have a pro adjust it for you.