Epic Matrix

Owned by Karina Zoin
Last updated: Oct 30, 2023
2 min read


Create an Epic Matrix

To create Epic Matrices:

  1. On your Jira Cloud instance, navigate to 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. From the list, choose the Epic Matrix type.

  5. On the Add Matrix page, you can set configuration options to build the matrix panel you want to see in your issue.

  6. Context > Linked Projects: Choose the projects where you want the matrix panel to appear. By default, the Issue Matrix configuration is linked to the current project only. If you add more than one project in the Projects to link field, you will create a multi-project configuration. The Issue Matrix configuration and panel will appear in all linked projects.
    With multi-project issue matrices, changes to the Issue Matrix configuration in one of the projects will affect the rest of the projects.

  7. Type > Issue Types: In this section, choose issue types, linked to the current epic that the Issue Matrix panel will show.

  8. Data > Columns: Configure the width and headers of the columns that the Issue Matrix will display. The columns correspond to custom fields from your Jira Cloud instance. The panel will visualize the values of the custom fields for each issue.

  9. Data > Results: Select the maximum number of issues to be displayed in the Issue Matrix panel and set the number of results per page.

  10. Data > Categories (optional): Use JQL to set color categories for organizing your issues. Colored squares will appear on the left of issues that belong to a specific category. Note that each issue can only have one category.

  11. Sort By: Set a default order for the data displayed in the matrix by choosing one or more fields in the Sort By section.

  12. Save the configuration.

The new Epic Matrix will appear at the bottom of the list on the Issue Matrices page.

Issue Matrix allows you to have completely different information in the issue views for different projects. You just need to create different Issue Matrices in different projects.