This guide will show you how to use Quely to run great sprint planning sessions. It helps your team stay on the same page and keeps all your work details connected to Jira.

Setting Up Your Sprint Planning Session

1. Start a new Quely session from your Jira board. This links your planning session directly to your tasks in Jira.
2. Add components that would be useful for your planning. Think about using:
3. • Highlights – This tool automatically picks out important points and decisions from your discussions.
   • Doc – You can use this for writing down detailed plans or notes together as a team.
   • Diagram – If you need to draw out workflows or complex ideas, this is the tool to use.
   • Estimation – To perform Planning Poker using the Fibonacci Sequence, or time estimation. To also utilize the AI Estimation feature.
3. Share the session link with your team (for example, using Slack, Teams, or email) so they can join the session live or work on it at their own pace.

Managing Your Planning Meeting

Quely helps you keep your planning meeting focused and on time for each task.

• Focus on one task at a time: Quely shows only one Jira task at a time. This helps your team really focus on each task without getting sidetracked.
• Manage time well: Use Quely’s built-in timer to set limits for discussions. This keeps talks on track and moves the meeting forward.
• Get help from AI: Quely’s AI automatically creates discussion points and smart questions for each task based off the ongoing conversation on each item. This helps your team find any missing details and hidden problems.

Estimating Story Points

You should follow the steps in** Planning Poker Estimations** to estimate story points.

• Quely’s AI also offers smart estimation ideas in the estimation component. This helps make up for different experience levels and roles in the team and points out things your team might not have thought about.

Assigning Tasks

After you've made your sprint tasks clearer and guessed their size, it's time to assign them.

• **Switch to the ASSIGN template. **This template helps you give out work fairly.
• Team members set when they are available for the upcoming sprint.
• You can then give out assign tasks to your team. Quely’s** Assignment Health dashboard** helps you see if the workload is balanced across the team. This makes sure no one has too much or too little work before the sprint starts.
• For complex tasks, use the Doc component to write down specific steps. The Diagram component can show how tasks connect or how the work will flow visually.

After Your Sprint Planning

After planning, Quely makes sure all your decisions and updates go back into Jira easily.

• Jira updates automatically: Everything you decide, like story points, assignments, etc, goes straight back into Jira. Learn about Quely’s Jira Integration.
• All details saved: Each planning session stays linked to your Jira tasks. This means your team can always look back at past discussions, problems found, and decisions made during planning. The Highlights component especially helps with this by capturing key points and takeaways.
• Ready for sprint kickoff: Your team finishes planning with clear tasks, fair workloads, and decisions all written down. No extra follow-up meetings are needed.

Best Practices ✅

• Always add a reasonable number of backlog items to each session to keep everyone focused.
• Encourage team members to check AI prompts and clear up any unclear points early on.
• Set time limits for discussions on each task using the session timer. This keeps things moving.
• Regularly check session Highlights to track decisions, problems found, and new tasks.
• Use Quely’s Assignment Health view to make sure everyone's workload is balanced before the sprint begins.

Related Articles 📚

• Creating Your First Quely Session
• Using the ALIGN Template
• Smart Estimations with AI
• Using the ASSIGN Template
• Quely's Jira Integration

How to Run Sprint Planning with Quely

This guide will walk you through using Quely to run effective sprint planning sessions that keep your team aligned and maintain full context inside Jira.

Setting Up Your Sprint Planning Session

• Create a new Quely session from your Jira board.
• Add the items you plan to work on in the upcoming sprint, prioritized in order of importance.
• Select the ALIGN template to structure backlog discussions and estimation.
• Share the session link with your team before the meeting or for async participation.

Agenda Management

• Focus one item at a time:

Quely displays one Jira issue at a time, helping the team concentrate fully on each task without jumping around.

• Time management:

Use Quely’s built-in timer to timebox discussions and maintain momentum throughout the session.

• Structured discussions:

Team members collaborate in the chat interface, ensuring all clarifications, concerns, and blockers are captured directly alongside the ticket.

• AI Support:

Quely’s AI will surface discussion points and smart questions to help your team spot missing information and hidden dependencies.

Story Point Estimation

• Once an item has been discussed, move to estimation.
• Team members can input their estimates using Quely’s estimation features, typically based on the Fibonacci sequence.
• Quely AI provides smart estimation suggestions, helping normalize differences between team experience levels and surfacing factors your team may not have considered.

Task Distribution

• After refining and estimating the sprint items, switch to the ASSIGN template.
• Team members set their availability for the upcoming sprint.
• You can then assign work collaboratively while using Quely’s Assignment Health dashboard to monitor workload balance across the team.

Post-Sprint Planning

• Automatic Jira updates: Every decision including story points, comments, assignments, and notes is synced automatically back to Jira.

Learn about Quely’s Jira Integration.

• Complete context preservation:

Each session remains linked to your Jira issues, ensuring your team always has access to the discussion history, blockers, and decisions made during planning.

• Sprint kickoff readiness: Your team finishes planning with clear assignments, realistic workloads, and documented decisions all without needing extra follow-up meetings.

✅ Best Practices

• Prioritize your backlog carefully before the session to stay efficient.
• Timebox discussions to prevent dragging on lower-priority tickets.
• Encourage team members to review AI prompts and clarify unknowns early.
• Use Quely’s Assignment Health view to ensure sprint capacity is balanced before committing.

📚 Related Articles

• Creating Your First Quely Session
• Using the ALIGN Template
• Smart Estimations with AI
• Using the ASSIGN Template
• Quely's Jira Integration

Updated on: 29/07/2025