Issue Matrix Configuration

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How to configure Issue Matrix for Jira Cloud

Configuring an Issue Matrix is a quick and intuitive task. Each project or team has unique needs in their day-to-day tasks. Issue matrices help you meet these needs by displaying different information in the issue views of each project. To achieve this, simply create matrices of your choice in any project and configure their context, data, and visualization options.

Additionally, you can link one matrix to multiple projects. The matrix configuration and panel will appear in all linked projects with this option. Changes to the configuration in one of the linked projects will affect the rest. Learn more about project linking

Create Issue Matrices of different types

You can create matrices of five different types:

• Sub-task Matrix - shows the sub-tasks of the current issue.

• Issue Links Matrix - shows issues linked to the current issue.

• Epic Matrix - shows the issues linked to the current epic issue.

• JQL Matrix - shows issues returned by a custom JQL query.

• Similar Matrix - shows issues similar to the current issue

In the matrix configuration, you can specify issues of which types will be displayed in the matrix panel, for example, stories, sub-tasks, bugs, etc.

For multi-project matrices, you can specify issue types per project. Respectively, a given project’s matrix panel will display only the issues selected from that project.

After completing the configuration, Issue Matrix immediately transforms your issue views and makes the necessary information visible to all stakeholders in a team or project. Based on the additional information that is easily accessible within a single issue view, your team’s processes and decisions are much more effective.

For a quick tour of Issue Matrix’s features, see the Get started with Issue Matrix article.

Create and configure Issue Matrices

To create and configure Issue Matrices:

1. On your Jira Cloud site, navigate your Project settings or Project settings > Apps for team-managed projects.

2. On the left menu, choose Issue Matrix configuration.

3. On the Issue Matrices page, click the Add Matrix button.

4. Choose the type of the Issue Matrix from the list: Sub-tasks, Issue Links, Epic, JQL, or Similar.

5. Context: On the Add Matrix page, configure the context of the Issue Matrix: choose the projects and the issue types for each project where the Issue Matrix panel will be shown.
   Learn more about project linking

6. Type: In the Type section, choose the issue types shown in your Issue Matrix.

7. Data > Columns: Configure the information (columns, their width, and headers) the Issue Matrix will show. The columns you can choose between are custom fields from your Jira Cloud instance.

8. Data > Results: (not applicable to the Similar Matrix type) Choose the maximum number of issues that the Issue Matrix panel can show. By default, all available results are displayed.

9. Data > Categories: (Optional) Configure issue categories to organize and highlight specific issues more easily using colors.

10. Sort By: For the Sub-task, Issue Links, and Epic Issue matrices, you can set a default sort order for the issues displayed in the Issue Matrix panel. You can choose one or more columns as a default sorting criteria among the sortable custom field list.
    For JQL matrices, sorting can be achieved using sort clauses in the JQL query.

11. Preview: Enter an issue key in the Preview area to see how the matrix panel will appear in this issue.

12. Save the configuration.