Using the ALIGN Template in Quely

The ALIGN template in Quely helps Agile teams structure planning and decision-making around their Jira work, whether you're preparing for a sprint, grooming the backlog, or reviewing progress.

Designed to keep communication focused and actionable, ALIGN sessions combine async flexibility with structured facilitation tools like AI-generated prompts, estimation, documentation, and more all directly tied to your Jira issues.

When to Use the ALIGN Template

The ALIGN template is ideal for:

• Sprint Planning
• Backlog Grooming / Refinement
• Async Sprint Reviews
• Feature Discussions
• Cross-functional Planning Sessions
• Retrospectives (when paired with Doc or Diagram)

It’s the go-to choice when your team needs to align on what to work on and how to work on it without needing a live call.

Setting Up an ALIGN Session

Here’s how to start:

1. Create a new Quely session

Go to your workspace and click “ Create Session”.

2. Choose the ALIGN template

This gives you access to estimation, discussion, doc, diagram, and highlight features.

3. Import Jira tickets

Use the Session Picker to pull in stories, bugs, or epics you want the team to align on.

4. Select Components

Choose which components are relevant for your session (e.g. Estimation, Highlights, Doc, Diagram). You can skip those you don’t need to keep the session lean.

5. Invite your team

Share the session link with your team via email, Slack, or Quely chat. They can participate live or asynchronously.

Key Components Inside ALIGN

Here’s what you’ll find in a typical ALIGN session: ---

Estimation

Estimate task complexity using the Fibonacci sequence or time-based breakdowns. Quely’s AI-assisted estimates help normalize across roles and experience levels.
Learn more →

Highlights

Quely automatically captures key takeaways, new work suggestions, and a summary of the discussion — all linked to Jira.
Learn more →

Chat

Each ticket has its own chat thread. Rally uses AI to generate clarifying questions or highlight missing context to keep the conversation productive.
Learn more →

Doc

Use the Doc component to collaboratively write notes, decisions, or requirements. Ideal for async teams or retro documentation.
Learn more →

Diagram

A canvas to visualize workflows, systems, or dependencies. Great for product or process discussions.
Learn more →

How ALIGN Fits Agile Workflows

Whether your team follows Scrum, Kanban, or a hybrid approach, the ALIGN template supports:

Best Practices ☑️

• Use AI-generated questions to kickstart discussion around each ticket
• Set expectations for async participation if your team is distributed
• Run ALIGN sessions before ASSIGN sessions to ensure work is understood before it’s distributed
• Encourage contributors to estimate individually before group consensus

Updated on: 03/07/2025