Categorizing work

Configure custom categories and and improve the categorization rate.

Configuring investment categories

Investment categories are fully customizable. Before you create your own categories, we highly recommend reading our blog post on balancing engineering investment, sharing best practices on how to think of these categories.

See a detailed guide on how to configure investment categories in Swarmia.

Categorizing work

Swarmia comes with a couple of handy tools that help you categorize work in minutes. You can set up automated filters to categorize work based on certain criteria (for example, a label or a pull request title prefix).

Alternatively, you can also link issues and pull requests to investment categories manually by selecting them anywhere in the app.

To get the full benefit out of Swarmia's investment insights, we recommend linking pull requests to Issues. There's also a working agreement that help teams do that.