Investments
How to setup Investments in Haystack?
Last updated
How to setup Investments in Haystack?
Last updated
Track how your teams resources are spent over time by setting up investment categories on Haystack.
Follow the below step to set them up.
1. Open "Investments" page
Head to Investments from in org settings.
2. Edit, delete or add Investments from here
You can
Add Investments
Edit Investments
Delete Investmenets
3. Define Investment Criteria
Below is an example of a category inside Haystack's own team to track all our initiatives around Technical debt using JIRA epics.
Each Investment will have
Color: Same color will be used in the rest of the app representing the investment
Name: Name shown in the rest of the app
Description (optional): Shown only in Investments setting page. Used to ensure other members in the organization can understand what the investment represents
Filter: Issues are tagged with an investments based on the filters set.
You can any of the following properties of an issue as filter
Project
Assignee
Priority
Issue Type
SLA status
Epic
Label
Title
Custom Field
with the following operators
is
is not
contains
exists
does not exist
Each filter can have And/Or operators.
4. See Issues that fit Investments filters
At the bottom of Investment definition Haystack shows how many issues fit into the rules you have selected.
You can click on the text to see all issues that fit your filters. You can edit the metadata shown in the table by clicking the "View" dropdown allowing you to ensure the correct Issues are tagged.
5. Prioritize Investments
An issue can only be tagged to a single investment category.
If an issue fits into multiple categories, Haystack tags the issue to the top most fitting category.
You can change the order of the investment categories by holding the 6 dots icon next to them.
Any issue which does not fit to any category will belong to "Uncategorized" section. Uncategorized section cannot be ordered, removed or edited.
Once investments are setup, you will be able to create custom reports grouped by or filtered by Investments
Investment are shown in retros page, metrics page or the reports page.
In Retros Report, you can see Investments across all your sprints/weeks. This will allow you to have a quick glance on where you spend your time.
If you click on any of the Retro Reports, you can see Investment for that particular sprint/week.
In both metrics page or the reports page you can create an Investment Report.
You can select any "Issue" based metric
You can filter out issues by investments using the Filter button.
You can group issues by investments by using Group by: Investments option.
Each issue is assigned one category. We use the category priorities you’ve created in your settings to determine a ranking order. We process every issue, cross-check against your category definitions (in order of your priorities), and assign that issue to the first category match. That issue will not be assigned to lower priority categories even if there is a match found.
Haystack gives flexible tooling allowing you to have an abstraction across different teams.
You can check the full list of tooling provided.
Haystack provides a flexible engine to tag your issues. The system does not have opinions, however, we do have recommendations.
Dropbox's KTLO framework.
New Stuff
Improve Stuff
Productivity
Keep the lights on
Product Focused Team
Roadmap Item
Non-roadmap Item
Bugs
Technical Focused Teams
New Features
Bugs
Technical Debt
Feel free to choose whichever one that fits your organizations goals the best.
It takes a few minutes for Haystack to tag every issue after any updates on Investment categories.
After the update process is completed, all your investment reports will reflect the changes.
Haystack runs batch tagging for investments.
Initial setup can take up to 3-5 minutes to tag all issues. However, any issue creation/updates can take up to 15 minutes to reflect the Investment category changes.
