Work categories

A work category is a kind of work that is always present regardless of current initiatives and project goals. Examples can include bug fixes, security patches, and technical debt. A work category can also represent work done by people in a role, such as design, documentation, or user experience; or a phases of work, such as feature research, scope discovery, planning, and delivery.

Only CloudBees Engineering Efficiency admins can create work categories.

Work categories are based on Jira labels. Let’s say that you have set up Jira labels to represent a well known kind of work in your organization, such as bugs, security fixes, etc. You can associate these existing labels with work categories to map that work to one or more products created in CloudBees Engineering Efficiency.

Your organization should determine the work categories to use for all member teams. This helps create consistent views across all teams who belong to your organization.

You can use work categories to map work and customize the views displayed in screens that use work categories.

Because you can use a work category with more than one product, you can have a consistent comparison point between the different screens.

Using work categories

Here are some general tips about work categories:

  • You can use multiple labels to describe a single work category.

  • If an issue contains labels that match more than one work category, then this issue will be counted against each matching work category.

  • Work categories can’t be grouped or nested.

  • Issues that belong to an epic will inherit the work category of that epic, see using inheritence across epics and issues for more details.

Using inheritance across epics and issues

Instead of adding a label to every issue contained in an epic, you can put the label on the epic itself. All issues within that epic are associated with the work category that is defined by the label associated with the epic.

For example, let’s assume you have a work category Feature defined by the label feature. If you apply the label feature to an epic, all issues in that epic are associated with the Feature work category.

When issues are grouped into epics, the Jira issues inherit the labels from the epic for the work category mapping. You can use this inheritance to streamline adding work categories by using labels associated with work categories consistently on epics.

This is important for scenarios like tracking regressions that are assigned to an epic but labeled as "defect" for example, thus not considered "feature" work.

Uncategorized work

Uncategorized work is the set of Jira issues that do not match any of the defined work categories for a product. In other words, these Jira issues either do not have a label assigned or have a label that is not associated with a work category. Because these issues do not match any work categories, they show up as uncategorized.

When you first start using work categories, the displayed metrics may show a large number of uncategorized issues.

Try to reduce the amount of uncategorized work over time by looking through the uncategorized work items to determine patterns that could lead to new work categories.

Creating and deleting work categories

Categories can be added or updated from the Settings area, accessed from User profile  Organization settings.

Creating a work category

Work categories can be used by any products within an organization.

To create a work category from Settings  Categories:

  1. Select User profile  Settings.

  2. Select Engineering efficiency  Categories.

  3. Select Create a work category.

    Create work category
    Figure 1. Create work category
  4. Name the work category.

  5. (Optional) Provide a description, if desired.

  6. Enter one or more Jira labels, separated by a comma.

    1. If you add multiple Jira labels, then all issues that contain any of these labels will be associated with this work category.

  7. Select products from the product drop-down to associate the work category.

  8. Select Create work category.

You can also use Create a work category on Product  Investment areas to create a work category.

Deleting a work category

Removing a work category deletes the category record and associations. The associated data is not deleted. You can also remove a work category from a product.

To delete a work category:

  1. Select User profile  Settings.

  2. Select Engineering efficiency  Categories.

  3. Locate the name of the work category you wish to remove.

  4. Select the red X at the far right of the work category’s row.

  5. Select the check box to confirm the deletion.

  6. Select Delete category.

Adding work categories to a product

You can use work categories with one or more products. Each work category is independent of its associated products.

To associate work categories with products:

  1. Select User profile  Settings.

  2. Select Engineering efficiency  Categories.

  3. Select the work category to modify and select Edit.

  4. Select the Products drop-down and select additional products.

  5. Select Save changes.

Removing work categories from a product

You can remove a work category from a product without deleting the work category.

To remove a work category from products:

  1. Select User profile  Settings.

  2. Select Engineering efficiency  Categories.

  3. Select the work category to modify and select Edit.

  4. Select the Products drop-down and uncheck products so they no longer use the work category.

  5. Select Save changes.