In this guide
Issue Matrix is a simple yet powerful Jira issue visualization app for agile, business, and service teams
While Jira remains the most powerful platform for managing business, agile, and service projects, its robustness poses a level of complexity, which in certain cases is challenging to handle by Jira users. These challenges include:
- Limited visibility into sub-tasks and linked issues;
- Inability to understand the information displayed in the issues by Jira;
- Inflexible configurations, and more.
The Issue Matrix app is here to help Agile teams, admins, business users, and Jira Service Management agents leverage Jira visualization better. It resolves several of Jira’s usability and productivity limitations when working with sub-tasks, linked issues, and stories in Epic.
Issue Matrix in a nutshell
The Issue Matrix app allows you to customize Jira issue view screens and add content to the information displayed by default. At first glance, you can see the information you need in your issues.
The app gives you greater visibility into additional information and fields about each sub-task, linked issue, or issues in epics without opening them individually and saves you hundreds of hours of pointless clicking. The ‘matrix’ can be configured to show all completed, currently running, or to-do project issues in a single screen.
The app was built to improve the visualization of Jira view screens and make the work of Jira users easier and more productive. Here is how.
Issue Matrix for business users
While Jira current interface fits the processes of technical teams, it is still a struggle for business users to realize Jira’s potential fully, even in Jira Cloud. Built as a highly customizable app, Issue Matrix enhances how sub-tasks, linked issues, and issues in epics get visualized in the issue view screen.
Better visibility into sub-tasks and linked issues
Issue Matrix offers several different matrix types you can create and configure to fit the needs of your team. This allow you to significantly improve the way users interact with Jira and save teams countless hours and unnecessary click-throughs.
This is sub-task issue view in native Jira Cloud:
This is sub-task issue view with Issue Matrix:
Content features for better flexibility and information display
Issue Matrix has a set of essential options related to the content of the Issue Matrix table. After you choose the Issue Matrix mode, you can configure a subset of settings (issue types, context, columns) and apply them to the selected mode.
To learn more about Issue Matrix for business teams, visit this documentation page.
Issue Matrix for Agile teams
Agile-centric technologies are designed to adapt to and optimize the work of teams by enabling them to quickly and easily access actionable information.
This was one of the defining principles behind the Issue Matrix app development – to enrich the existing capabilities of Jira so Agile teams can access and work with actionable data without the need to navigate through multiple UI pages and waste valuable time.
Improvement of your Scrum and Kanban boards
The content displayed in an Issue Matrix table (on Jira Server/Data Center) or panel (on Jira Cloud) can be configured for Agile boards as well. The additional tables/panels significantly improve how users interact with the tasks on their Scrum and Kanban boards.
This is Kanban board in native Jira Cloud:
This is Kanban board with Issue Matrix
High customization and increased usability, structure and content display
Issue Matrix offers highly customizable modes – Sub-task, Issue Link, Epic, JQL, and Filter – with the last two modes only available on Server and Data Center as of now. They enable users to define the types of issues and information in the Issue View screen.
To learn more about Issue Matrix for Agile team, visit this documentation page.
Issue Matrix for Jira Service Management
Issue Matrix helps improve the user experience of Jira Service Management Data Center and Cloud by allowing users to customize issue views and their contents and overcome the limitations of the default Jira user interface (UI).
You can visualize issues that are not directly linked but share a common context. This capability allows issues to be contextually linked based on a system field (e.g., same reporter) or custom (e.g., labels) value field in your Jira.
To learn more about Issue Matrix for service management users, visit this documentation page.
Main features of Issue Matrix
Custom section visualized in issues
When configured, Issue Matrix displays a custom section which is a table for Server and Data Center, and a panel for Jira Cloud. This section contains additional information configured by the user that is not displayed by default in the issue view.
The Issue Matrix table or panel consists of custom fields from your Jira, which you can add or configure as columns to the table or panel in the Matrix configuration.
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 feature enables users to configure actions that will create and link issues with predefined Project, Issue Type, and Link type configuration in one step. This way, user errors are eliminated – only the correct issue type is created and linked using the right issue link. The user can configure different actions for each Issue Matrix field displayed as a separate panel.
In the above example, the two semantically different panels – documentation tasks and QA tasks have specific actions configured. The actions will create a test case issue type in the QA project and Documentation tasks issue type in the Doc project with the correct links.
This way, the two Issue Matrix panels encapsulate both the “view” and “create” aspects of the data, thus improving non-technical users’ usability.
Effective traceability is one of the major challenges for users who are either part of or manage large projects. This was the primary driver behind implementing the Issue categorization feature – app developers wanted to give users the ability to quickly identify specific issues in an Issue Matrix table.
An effective color-coded mechanism, similar to SLA, enables users to quickly spot issues belonging to a particular category (e.g., overdue issues, an action that needs to be taken in the next five days, specific dependency, etc.).
JQL contextual linking
A JQL extension allows you to filter further what information the Issue Matrix table/panel will display. The extension allows you to use custom JQL syntax to compare issue fields with the values stored in the currently viewed issue.
For example, you can quickly identify all issues in a given project that only share a common value, such as:
- System field examples – Reporter, Assignee, Component, Fix version, status etc.
- Custom field examples – Customer request type, Multi-group picker, Text field etc.
The JQL extension can be used in the Custom JQL mode and the JQL filter configuration option in the Sub-Tasks, Issue Links, and Epic modes.
Creation of related issues
Issue Matrix allows you to create relations between objects in an error-free way easily. You can configure actions that create and link issues with predefined Project, Issue Type, etc., configuration. Panels have separate semantically related actions.
The inline editing feature lets you quickly update issues within an Issue Matrix panel. With this feature, you can perform immediate changes to issues shown in an Issue Matrix without leaving the current issue page. You can change the summaries and assignees of issues with a single click. You can also transition an issue from one state to another by editing its status inline from an Issue Matrix panel. Inline editing is supported for all the Issue Matrix types: Sub-task, Issue Links, Epic, Filter, and Custom JQL.
Drag’n’drop reordering of subtasks
Have you ever had to reconfigure the order of your subtasks? With Issue Matrix, reordering your list of subtasks is more accessible. In Issue Matrix, you can reorder sub-tasks using a simple drag ‘n’ drop. You can drag the sub-tasks and drop them anywhere on the list. As a result, you can easily organize long lists of sub-tasks and add new higher priority sub-tasks.
How to get started with Issue Matrix
It is easy to configure the Issue Matrix in Jira’s administration. The Issue Matrix is implemented as a Custom Field; create a Custom Field of the Issue Matrix type, apply how you would like this field to be displayed, and then set the appropriate configuration. All sub-tasks defined in your system are available to use, along with most columns available for display throughout Jira.
The Issue Matrix app gives Jira’s main screen a facelift. In this guide, we went over features on how Issue Matrix improves how the main issue screen is visualized, making it more user-friendly and effective to use. Click here to try Issue Matrix in your Jira instance.
The app is available for Jira Cloud, Jira Server and Data Center, and aims to provide feature parity across all Jira hosting types. For more information, click here.
Last updated: 2023-02-01