Qlerify Help Center | Get Assistance and Learn How to Use Our AI powered software modeling tool

Overview

What's an organisation?

An organisation is an entity that runs one or several projects.

What's a project?

A project contains one or many workflows. A project belongs to an organisation.

What's a workflow?

A workflow is a visualisation of your user journey or business process and requirements. A project can have several workflows.

What's an event (task)?

An event is a step in your business process or user journey.

What's a card/requirement?

Cards/Requirements are linked to events and can be a user story, a business rule, a UI sketch or anything else your developers need to know.

Create Project

1. Once logged in you can create a new project from the button "New Project" on the dashboard.

2. Click "New Project". Now the dialog "New project" should be displayed.

3. Start by selecting your organisation. Then choose a name for your project.

4. If you managed to create a new project it should now be visible on your dashboard in the section "Recent projects". If you created your first project you will be redirected to the project dashboard.

Create Project

1. Once logged in you can create a new project from the button "New Project" on the dashboard.

2. Click "New Project". Now the dialog "New project" should be displayed.

3. Start by selecting your organisation. Then choose a name for your project.

Create a workflow

1. Select a project and then click "New Workflow" on the project dashboard.

2. Name your workflow and click "ADD".

3. If you managed to create a workflow it should now be visible on your project dashboard.

Create lanes & events

1. Click on a workflow in the project dashboard. To create the first event press the button “Add start point”.

2. Select the name of the lane by clicking on the vertical text in the left part of the swimlane. Use the keyboard to change the text and press enter to save.

3. In order to add more events, connections and decisions, click on the event (the orange box) and use the menu that appears the event. You can also use the + icon next to an event to quick add a event to the right.

4. Use drag & drop to rearrange the events (boxes).

Adding Cards

1. Click on an event in your diagram and then click on the plus button in the bottom of you screen or click the plus button in the bottom left of the event you want to add a card to. You can also add cards with the side menu as shown below.

2. Edit the text of the card and press enter or click outside the box to save the changes. Change type in the type column. The types are customisable (e.g. user story, business rule, epic, UX requirement, non-functional requirement, trigger, system, comment, etc).

3. New cards are saved at the bottom of your backlog below the diagram. Continue to add cards to your backlog by repeating the steps above.

4. You can add realease number to cards using the release column. You can change release by dragging a card up or down in the backlog or by dragging a card to a new slot in the User Story Map view.

Export to Azure DevOps, Jira, Excel or JSON

1. You can export your content by clicking on the export button above your workflow.

2. You can choose between generating a CSV file, JSON filde and PDF file or export to Jira through the Jira API.

Jira
‍If you want to export to Jira that can be done from inside Jira. Download and install the Qlerify app to your Jira Cloud instance from the Atlassian Marketplace below.‍

Atlassian Marketplace How to install

Azure DevOps
‍‍If you want to export to Azure DevOps that can be done from inside Azure DevOps. Download and install the Qlerify app to your Azure DevOps instance from the VS Marketplace.

VS Marketplace How to install

How to use Domain Models

Domain Models
Under the ‘Domain Model' tab in the app, you can view your workflow from a software architecture design perspective. Commands can be grouped by aggregates. You can also see the command parameters and the entities (with data fields) within each aggregate. You can assign one or more aggregates to a Bounded Context and generate the code for a Service API as well as code for unit tests. This approach is effective when you want to gradually break down a monolith and replace it with well-designed Service APIs. It is also useful when designing new APIs.

Configuration
First, make sure to have a card type set as ‘Command’ and another set as ‘Aggregate’ in the workflow settings (the cogwheel icon top right).

Add / update cards on Events
Now you can specify commands and aggregates/systems...

User Story Mapping

Using User Story Mapping in Qlerify
‍Qlerify includes a User Story Mapping view that streamlines agile release/iteration planning. Click on “User Story Map” under the diagram to switch from the list view (“Backlog”) to the user story map view. In the list view, you can assign a release (or iteration) number to each card in the product backlog by selecting the desired release (or iteration) number in the Release column. In the user story map view, you can move cards between releases by dragging and dropping them to the desired release. You can also move cards between events/steps by dragging and dropping them sideways to the desired event. The entire workspace can also be filtered by release (or iteration) number. This allows users to quickly get a visual overview of what user journey steps and user stories that are included in a specific release (or iteration). The filtering feature is described below.

Linking cards (e.g. user stories) to releases
Each event in the diagram can be a step in a user journey or an epic. You can add user stories or any other type of requirement for each step or epic. Each requirement can be assigned a release (or iteration) number by selecting a number in the Release column in the product backlog. It is now possible to visualize the scope of a release and what epics/user journey steps and requirements that are included in a certain release by using the filter function described below.

Filter Releases
‍You can apply a visual filter on the entire workspace, thereby visualising the desired content in each release or iteration. Use the dropdown "Filter Releases” at the top center of the screen and select the releases you want to include.

FAQ

Can I try Qlerify for free?

Yes, we offer a completely free 4-week trial of the Pro version of Qlerify with all its features. Just sign up, and if you decide not to continue, cancel before the trial ends to avoid charges.

Who is Qlerify for?

Anyone involved in transforming business needs to a business application, such as Product Owners, Product Managers, Architects, Business Analysts, CTOs, Founders, Team Leaders, Project Managers, Scrum Masters, etc.

Is my data secure?

We take security seriously and are committed to protecting your data. We comply with GDPR and follow strict security measures. Learn more.

What payment options do you accept?

We accept Visa, Mastercard, and other major credit cards. We also accept bank transfers and invoices.

What happens after my free trial ends?

If you cancel your plan before the 4-week trial ends, you will lose access to your projects and workflows. If you don’t cancel your subscription before the 4-week trial ends, your credit card will be charged automatically. However, you can export all your content to Jira, Azure DevOps or as JSON, CSV or PDF files before the trial ends.

What happens to my data if I cancel?

Your data will be stored for 6 months, allowing you to restore it if you decide to re-subscribe later.

Can I extend the trial period?

Yes, send an email to support@qlerify.com and we will extend your trial for 2 more weeks.

Do you offer discounts for annual plans?

Yes, we offer a 17% discount on annual plans.

Can I switch plans later?

Yes, you can switch from both Basic to Pro as well as from Pro to Basic.

Can I switch from monthly to yearly payment?

Yes, by going to “My Plan” in the Qlerify app you can update to annual billing.

Is it possible to add or remove users later in the plan?

Yes, you can add or remove user seats in both the Qlerify Pro and Qlerify Basic plans. When removing a seat, you can either lower the cost by removing the seat or assign it to a new user.

What happens if I cancel my subscription?

Your subscription will end automatically on the last day of your current subscription period.

Is there a limit to the number of AI prompts?

No, with both the Qlerify Pro and Basic plan, you have unlimited AI prompts.

Does Qlerify integrate with other products?

Yes, Qlerify allows you to export cards to Jira and Azure DevOps. You can also export data as a CSV file, which can be opened in Google Sheets or Excel, or in JSON format. Custom integrations available in the Enterprise plan.

Is there a discount for startups, students, etc?

We offer discounts on a case-by-case basis. Please contact us.

Are there any applicable taxes?

All prices are excluding Swedish VAT. Since Qlerify is a Swedish company, we must collect VAT from some of our customers. Please contact us for further information.

Where can I find my invoices?

You can find your invoices under “Plan & Billing” > “Billing” in the top right corner, under the profile icon.

Do you offer onboarding or training?

Yes, we offer onboarding and training. Please contact us to schedule a training session

Do I need to install any software to use Qlerify?

No, Qlerify is entirely web based and can be used with Chrome or Edge. The Qlerify app works on all computers and operating systems.

How can I suggest a new feature?

Please fill out our support form here.

How can I report a bug?

Please fill out our support form here.

How do I contact support?

Please fill out our support form here or call us at +46 (0)8 12420810.

How do I cancel my subscription?

It’s very easy to cancel your Qlerify subscription. You can find it under “Plan & Billing” > “My Plan” in the top right corner, under the profile icon.

Glossary

Wonder what some words mean? Check out our glossary.

Open Glossary

Services

We have an extensive experience of facilitating modeling workshops, both on site and remote. With our help you get a flying start and save a lot of valuable time.

We also provide training in Event Storming on site at your office or remotely via Zoom. There is also an open introduction course that we provide through our partner NFI here (Swedish).