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Table of Contents

This is the documentation of the Issue Matrix for Jira Cloud app. If you are using or interested in Issue Matrix for Jira Server/DC, you can find the relevant documentation here.

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We designed Issue Matrix for Jira Cloud to help you improve enhance the visualization of your sub-tasks and linked issues when viewing your issues in Jira Cloud. With Issue Matrix for Jira Cloud, you can significantly enhance and customize how sub-tasks, linked issues, issues in epics, and issues from a JQL entry are displayed in the issue view screen. The app allows you to overcome the limitations and drawbacks of the default visualization of related issues in Jira Cloud.Issue Matrix It appears as a separate panel in the issue view screen and contains a customizable list , displaying customizable lists of sub-tasks, linked issues, issues in Epicepics, or issues from a JQL query. The Issue Matrix panel contains custom fields from your Jira, which you configure , and even similar issues (issues with similar text in the summary and/or description fields).

Issue Matrix for Jira Cloud improves productivity by allowing you to add custom fields as columns in the Issue Matrix panel. You can add any custom field from your Jira as a column to your Issue Matrix and get the information needed by your projects and teams. This way, your teams can get the app overcomes some limitations of the default visualization in Jira Cloud and enables users to access additional information for sub-tasks and linked all relevant issues in a single issue view.

Issue Matrix for Jira Cloud allows you and your teams to be highly productive, and saves time and effort to open each issue individually in Jira Cloud to gather the necessary information and understand the status and the affected areas of your issues.

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What

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problems does Issue Matrix for Jira Cloud solve?

Issue Matrix solves addresses problems related to the issue visualization and content in within Jira Cloud. The drawbacks of the Jira's default Jira Cloud visualization fall into the visualization can be categorized as affecting usability and productivity categories:

  1. Important information about sub-tasks or linked issues that is captured in custom fields cannot be shown - for example, estimates for tasks captured in "Story Points" or another custom field. As a result, each issue must be opened separately. If you have eight sub-tasks, you have to open eight new screens to see that information.

  2. There are no column headers and non-technical users cannot understand all the information shown.

  3. If you are dealing with sub-tasks or linked issue types, the panel name Sub-tasks or Linked Issues is generic and does not help users understand semantically the data shown in the panel. 

Default Visualization of Sub-tasks in Issues

  • The description of the panel Sub-tasks is generic and Jira specific and not specific to the process used in this project.

  • A small icon identifies the type of issues: Development, Quality Assurance or Documentation task.

  • You can’t filter for a specific sub-task type in Jira’s native view.

  • There aren't panel headers that explain the data in the column.

  • Custom fields cannot be added to this view. For example, the estimates for each task tracked in a custom field cannot be viewed.

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The solution Issue Matrix for Jira Cloud provides

After installing the app, you need to navigate to the Project settings->Issue Matrix Configuration page and create a matrix. After configuring and saving it, the Issue Matrix appears as a panel in the Issue View Screen and contains customizable information about sub-tasks, linked issues, or issues in Epics. The name you set for the matrix is the title of the Issue Matrix panel.

With the Issue Matrix for Jira Cloud app, you can create the following Issue Matrix types: Sub-task, Issue Links, Issues in Epic and JQL. The matrix types allow you to easily define which issues, what kind of details and how the issues will be shown on the Issue Matrix panel in the issue view screen.

You can customize the view to be different for different issue types and projects, an excellent flexibility option in Jira Cloud.

Issue Matrix allows you to achieve excellent visualization and rich content in issue views. It offers:

  1. A user-friendly and customizable panel name, which is the name of the Issue Matrix.

  2. Custom fields as columns in the Issue Matrix panel.

  3. Customizable column headers in the Issue Matrix panel.

You can add many Issue Matrices to a single issue view. The screenshot below shows how Issue Matrix improves the visualization sub-tasks or issue links in issues.

Issue Matrix in an issue in Kanban board

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Issue Matrix for Jira Cloud enhances the visualization of issues in both Jira Software and Jira Service Management (JSM) projects. Check out the comparison table below to understand Jira Cloud’s sub-tasks and linked issues view limitations and how Issue Matrix overcomes them. Each section includes images showing the default Jira view and the improved Issue Matrix panel.

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Limitations of the default issue visualization in Jira Cloud

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Enhanced issue visualization in Issue Matrix for Jira Cloud

Jira Software & Jira Service Management

Doesn’t show important custom field information (like task estimates) for sub-tasks or linked issues - requires opening each issue separately.

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titleDefault visualization of subtasks in Jira Cloud
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Can show any custom field as a column in the Issue Matrix panel (like task estimate, assignee, due date, etc.)

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titleIssue Matrix panel with custom fields as columns
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Generic panel titles (Subtasks or Linked Issues) - can’t clearly explain shown data and is not specific to the process used in a project.

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titleGeneric panel titles in Jira Cloud
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Custom panel titles - the name you give to the Issue Matrix becomes the panel title for easy identification.

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titleCustom Issue Matrix panel titles
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No column headers - makes it hard for non-technical users to understand displayed information.

Custom column headers in the Issue Matrix panel. You can keep field names, like Summary, or modify them to your preference for clearer meaning, such as changing to Brief Overview.

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titleCustom column header in the Issue Matrix panel
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Can’t filter for specific sub-task types (like development, testing, documentation, design, etc.)

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titleDefault visualization showing all sub-task types in one panel
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Can show pre-selected sub-task types - you can configure the Matrix panel to display specific sub-task types, such as development sub-tasks.

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titleIssue Matrices showing development and QA tasks in separate panels
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Can’t show sub-tasks/linked issues grouped by custom criteria (like issues with upcoming deadline).

Can organize sub-tasks/linked issues fulfilling custom criteria into color categories.

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titleIssue Matrix panel showing color categories based on issues' due dates
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Can’t change the default display order of the sub-tasks/linked issues.

Can customize the display order of sub-tasks/linked issues by using sorting fields like Priority, Status, etc.

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titleChoosing sorting fields when configuring the Issue Matrix
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Can’t change the default column width.

Can customize the column width in the Issue Matrix panel to achieve better visualization and alignment.

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titleCustomizing column width when configuring the Issue Matrix
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In Jira Service Management, can’t see issues reported by the same customer as the currently opened issue.

In Jira Service Management, can see all issues reported by the same customer as the currently opened issue.

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titleIssue view in JSM showing all issues by the same reporter
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Can’t see issues with the same assignee as the currently opened issue.

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titleDefault Jira view showing all subtasks of the currently opened issue
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Can use extended JQL to filter subtasks and linked issues to show only issues with the same assignee as the currently opened issue.

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titleIssue Matrices showing only issues with the same assignee as the currently opened issue
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