Sub-task Matrix

On this page:

Create a Sub-task Matrix

To create Sub-task 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 Sub-task 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. Context > Issue Types: After specifying the linked projects, choose issue types for each of them in the Context > Issue Types section.
    Keep in mind, that the different projects might be associated with different issue types. For that reason, for each project, you need to choose the issue types where you would like to show the Issue Matrix panel.

  8. Type: In the Sub-task Issue Types section, choose the types of sub-task issues the Issue Matrix panel will show.
    You can also specify a Filter JQL query to additionally filter the data displayed in the matrix.

  9. 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.

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

  11. 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.

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

  13. Save the configuration.

The new Sub-task Matrix will appear at the bottom of the list on the Issue Matrices page.

Inactive Sub-task Matrices

Sub-task matrices become inactive if a Jira admin disables sub-task issue types on the Jira site. This means you will not be able to see Sub-task matrices in your projects even though you will still be able to create, edit and view them on the Issue Matrices page.

To identify inactive Sub-task matrices, check the Issue Matrices page. In the list, you will see a sub-tasks disabled label under the Sub-task type matrices.

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