About Matrix View

A matrix view is an effective way to organize and visualize tasks, allowing users to track and manage different activities in project . It is especially useful for teams who need to manage multiple tasks, monitor progress, and ensure nothing is overlooked. This view typically uses a grid format where rows and columns represent various parameters of the tasks.

Key Elements of a Matrix View

Columns:

Each column typically represents a category or attribute related to the tasks :
Task id : This contains Unique Ids of task
Task name : The title or description of the task.
Sub Task/Activity :
Task List :
Project Name :
Status: The current progress of the task (e.g., Not Started, In Progress, Completed).
Memebers : The person or team responsible for completing the task.
Recurring : Accurance of task .
Tags : Specific labels that categorize the tasks, like “Documentation,” “Bug Fix,” or “Client Request.”
Start /End Date : Task's Starting and Ending date .
Estimeted : Estimeted hours to Complete tasks .
Invested : Actual invested hours to complete task
Task Type : Task is either a bug or an enhancement
Billing : Task is Billable or Non-Billable

Rows:
Each row typically represents a specific task or item that needs attention.
Each task will have its information populated in the appropriate cells under the columns, making it easy to compare tasks and their statuses at a glance.

Roles and Permissions:

Organization Owner/Manager

They can view the tasks in the Matrix view and also change the status and assignee of the all task .

Delivery Head

They can view the tasks in the Matrix view and also change the status and assignee of the all task .

Project manager :

They can view the tasks in the Matrix view and also change the status and assignee of the assigned Project task .

User

They can view the tasks in the Matrix view and also change the status and assignee of task whicj is only assigned to them.

Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/

How to view Task in Matrix View in Workstaus?

Step 1 : Navigate to the Projects Section: On the left-hand sidebar, click on the "Projects" menu.

Step 2 : Select the Desired Project: Choose the project you want to view Matrix .

Step 3 : Enable Matrix view from project setting .
Go to project setting (1) > General (2) > Enbale matrix(3)

Step 4: Choose matrix from menu .

To view Task drawer click on on of the task and It will redirect to task details .

To change status of task click on drop down and change Status of task .

To change Assignee of task click on member's name and Assignee of of task .

Updated on: 29/01/2025