Matrix activity settings allow Leaders to configure how Thinkers view and interact with a Matrix activity in a Session. These settings also provide limits to the number of rows, columns, and Comment columns that appear in a Matrix. Default permissions and limits are provided to help optimize Thinkers' experience during a Matrix activity, but can be modified if necessary.
Matrix activities with similar settings include the following:
- Custom Matrix
- Multi-Step Matrix
- Action Items
- Pros and Cons Analysis
- RACI Matrix
- RFP Response
- Risk Register
To open the Matrix activity settings:
- From the Navigation tab, select the appropriate Matrix activity. When selected, it highlights blue.
- Click on the settings gear wheel at the bottom of the activity tile (shown below), which opens the Custom Matrix Settings dialog.
Display settings allow you to configure whether Thinkers' names and date/time stamps are associated with their contributions in a Matrix activity. By default, Thinkers' contributions are anonymous, and time stamps are not visible.
- Show Name Tags allows Leaders to choose whether Thinkers' entries display with a name tag. The name tag appears as the User’s screen name to the lower right of each entry. If Show Name Tags is not selected, then the description Anonymous is shown next to the username, and all entries are anonymous.
- Show Time Stamps allows Leaders to choose whether each entry displays with a creation date/time stamp. When this setting is enabled, the date/time stamp appears to the lower right of each entry.
You can assign permissions to determine the Matrix functionality available to Thinkers.
- Inherit Permissions when selected, means that the Matrix Activity acquires the permissions that were set in the Session Settings.
- Permissions Slider displays the level of permissions that Thinkers will have for this activity.
Note: The default permissions setting is Creator.
The default Creator permissions, shown above, allow Thinkers to view everything and add to everything. They cannot create custom columns. It allows each user to edit or make changes to his/her own contributions. Creators cannot reorder contributions or Comment columns. In addition, Creators can only delete their own contributions.
Reviewers can view items, comments, custom columns, and documents, but cannot add, edit, reorder, organize, or delete any of these.
Editors can view, add, and edit items, Comment columns, custom columns, and documents. They can organize and reorder items and comments, but they can only delete their own contributions. They cannot remove, but can edit contributions made by others.
Co-Leaders have full permissions. They can view, add, edit, reorder, organize and delete any contributions made by any users.
Custom settings allow you to assign specific permissions that do not already exist in one of the other permission levels. To change permissions, click on a drop-down arrow to make another selection.
Default limits for columns, rows, and cells help prevent Matrix activities from becoming too complex and overwhelming for Thinkers. Additionally, these recommended limits help minimize processing load on client devices, as specific devices with less processing power may lag behind in a Session.
Note: Increasing these recommended limits may negatively impact the Matrix activity's performance in a Session.
- Maximum Columns per Matrix limits the number of total columns in the Matrix, and defaults to 10.
- Maximum Comment Columns per Matrix limits the total number of comment columns in the Matrix, and defaults to 2.
In a Matrix, the Comment column consumes the most processing power in a client device. A Comment column is similar to having a Brainstorm column placed inside your Matrix. For example, if a Matrix has 30 rows and 10 Comment columns, each client device would process the equivalent of 300 (30 rows x 10 columns) Brainstorm columns.
- If a Matrix contains more than 30 rows, it is recommended to limit the number of comment columns to 1 or 2.
- If a Matrix contains more than 2 Comment columns, it is recommended to limit the number of rows to minimize processing load on client devices.
- Maximum Rows per Matrix defaults to 100. If you increase this limit, you should consider that Thinkers might have to evaluate all criteria in every row, and then make decisions for all criteria across that row.
- Maximum Comments Per Cell limits the total number of comments that Thinkers can add to the selected cell, and defaults to 100. Only the first few comments will be visible in a cell, but Thinkers can click on the blue "more" link at the bottom of the cell to view the entire list of comments in a popup dialog.
- Maximum level of indentation sets the number of levels that you can indent an item. This limit defaults to 1 level of indentation.