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On this page
  • Configuring investment categories
  • Categorizing work

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  1. Balance engineering investments

Categorizing work

Configure custom categories and and improve the categorization rate.

PreviousActivity and effort-based modelsNextCommon problems with balancing engineering investment

Last updated 20 days ago

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Configuring investment categories

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

in Swarmia.

Categorizing work

Swarmia comes with a couple of handy tools that help you 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 . There's also a that help teams do that.

balancing engineering investment
See a detailed guide on how to configure investment categories
categorize work
linking pull requests to Issues
working agreement