Working with Matrix visualization
If your primary objective is to perform project activities like product roadmap creation, resource balancing or allocation, Matrix visualization should be your go-to view.
Using matrix views
A Matrix style of visualization has a primary Kanban and secondary rows to visualize your project data. Click the Matrix visualization () from the dropdown on the upper left corner of the page to switch to a Matrix style from a Kanban or List style.
Grouping by columns and rows
Column and rows based grouping lets you pivot your project tasks in different ways.
The column headers are one of the two pivot headers in the matrix visualization. It’s basically a Kanban visualization where you can customize the headers by selecting a different field that’s not selected as the row header.
By selecting columns, you can vertically categorize tasks by Step, Assignee, or other form defined user dropdown fields. You can switch between your column and row fields by clicking the Switch button () that you can find by hovering over the column tab.
When you select a column grouping for the Matrix, the row headers take the other available grouping automatically.
You can set up the row headers in rows the same way you do the column headers. You can have the following field-based pivots in your rows:
- Step: Each step in your project.
- Assignee: Each row is a person, containing tasks assigned to that person. For tasks that are unassigned, such tasks are pooled under a section called Uncategorized.
- User dropdown field: Each group is a specific field in your form holding multiple values.
For example, a drop down field called work priority can have multiple arbitrary values like low, medium, high, etc. When you group tasks based on work priority, your tasks will be pooled under each of these categories based on their set priority.
This grouping will also have a fixed section called Uncategorized to hold all the tasks that are unassigned in the project. To switch the row field with a column field, simply click the Switch button () on the row tab.
Click the Filters button () on the top right end of the Matrix visualization to view tasks that pertain to a specific criteria. Use normal and advanced filter conditions to view specific tasks on your matrix visualization.
Managing field visibility
To quickly manage system and form fields that should be visible as column and row headers of the Matrix visualization, click the Fields button () on the top right end beside the Search box. From the drop down, enable the fields that you want to see on the task cards. You can select any number of fields.
Finding tasks using search
You can search for tasks in your Matrix visualization using the search box. Click the Search box beside the Fields button () and enter the task name that you want to search. You will instantly find all the tasks on the Matrix visualization that match with your keyword search.