Dig deeper into work items in the investment balance view

The work tab in investment balance now uses the same listing as focus summary — making it easier to explore your biggest investments at any level of the organization.

Previously, you had to select a specific investment category and a team with fewer than 75 members to see individual work items. Now you can see what the largest projects are across your entire organization, with no restrictions.

Once you’ve opened the work tab, you can:

Expand items to see child issues. Click any item to see what’s included, so you can identify any child issues that have significantly contributed to the larger piece of work.

Filter to narrow things down. Filter by issue type, label, or author to focus on the work that’s relevant to your question without leaving investment balance.

Continue your exploration in focus summary. When you want to go even deeper, you can jump straight to focus summary to keep digging.

To get started, navigate to investment balance and open the work tab.