Using the Diagram Component in Quely

The diagram component in Quely provides a flexible visual space for your team to map out workflows, architecture, ideas, or concepts, all within the context of your Quely session. Whether you're diagramming a sprint process, drawing a quick system flow, or illustrating team responsibilities, Quely makes it easy to visualize ideas without switching tools.

1. Enabling and Accessing the Diagram Component

Before you can utilize the Diagram Component, it must be enabled for your session or set as a default.

1.1. Enabling the Diagram Component:

1. Navigate to the "Components" section within your Quely interface.

1. Locate the "Diagram" component and click its associated checkbox to enable it for the current session.
2. (Optional) Apply to All Issues: If you wish to make the Diagram Component available across all your issues, toggle the switch labeled "Apply selected components to all issues?" to the "on" posiftion.

1. Click the "Save" button at the bottom right of the Components screen.
2. A confirmation pop-up titled "Set component as Default" will appear. To make Diagram a default component for other items, click "Save" on this pop-up.

1.2. Accessing the Diagram Canvas:
Once enabled, the "Diagram" component will appear as an expandable section within your active topic (e.g., "Phase 4: Distribution Strategy"). Click on the "Diagram" section title to expand it and reveal the blank canvas, ready for your creations.

2. Diagram Canvas and Tools Overview

The Diagram Component provides an intuitive workspace for your visual designs:
Diagram Canvas: A white area with a subtle grid pattern, serving as your drawing board.

• Top-Left Toolbar (Shape and Text Tools): This toolbar provides the building blocks for your diagrams:
• • Geometric Shapes: Icons for square, circle, triangle, diamond, and other standard shapes.
  • "Cloud" Shape: A dedicated icon for drawing cloud shapes, often used in flowcharts.
  • Generic "Shape" Icon: A hexagonal icon with an arrow, representing a versatile shape option.
  • "T" (Text) Icon: For adding freestanding text annotations to your diagram.
• Right-Side Toolbar (Zoom Controls):
• • Plus Icon (+): Zooms in on the diagram, making elements appear larger.
  • Minus Icon (-): Zooms out on the diagram, allowing you to view more of the canvas.
  • Fit-to-Screen/Reset View Icon: An icon that adjusts the diagram view to fit the entire canvas on your screen or resets the zoom level.

3. Creating and Customizing Your Diagram

The Diagram Component offers flexible tools for adding, connecting, customizing, and managing elements.

3.1. Adding Shapes to the Canvas:

1. From the top-left toolbar, click on the desired shape icon (e.g., square, circle, cloud).
2. Drag and drop the selected shape onto your desired location on the diagram canvas. A new instance of the shape will appear, often with a default label (e.g., "square," "cloud").

3.2. Renaming Shapes:

1. Double-click on the text label within a shape (e.g., the "square" label inside a square shape).
2. The text will become editable. Type your new label (e.g., "Phase 1").
3. Click outside the shape or press Enter to apply the new name.

3.3. Connecting Shapes:
To illustrate relationships between elements:

1. Click to select a shape. Small circular connection points will appear on its edges.
2. Click and drag from one of these connection points on the first shape.
3. Drag the line to a connection point on the second shape.
4. A curved connecting arrow will be created, linking the two shapes.

3.4. Changing the color of the Shapes:
To visually distinguish or categorize shapes:

1. Click to select a shape.
2. A color palette will appear directly above the selected shape, displaying various colored circles (e.g., red, orange, yellow, green, blue, purple).
3. Click on your desired color from the palette. The selected shape's fill color will change accordingly.

3.5. Adding Text Annotations:
For freestanding notes or labels:

1. Click the "T" (Text) icon in the top-left toolbar.
2. Drag and drop an annotation box onto the canvas.
3. Type your desired text into the box (e.g., "annotation," "iukashrgf").
4. You can select the annotation box to move it, change its color using the palette, or delete it.

3.6. Deleting Shapes and Annotations:

1. Click to select the shape or annotation you wish to remove.
2. A trash can icon will appear, typically near the color palette above the selected element.
3. Click the trash can icon. The selected element will be immediately removed from the canvas.

Updated on: 10/07/2025