Creating a Matrix

Matrices are great formats to display tabled questions and information by columns and rows.

  1. Begin by clicking New Matrix on the Available Questions List.

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  2. First - populate your Title with the appropriate section title.
    This will display at the top of your matrix.
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  3. Next - scroll down to the Categories (Matrix Columns) and begin adding available Categories. Type your categories within the pointed section and click Add.

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  4. Now that categories have been successfully added to the available section, they are available to be added to your categories.
    Categories listed under Available will not display until manually added.

  5. Click the "+" symbols to add categories.mceclip4.png

  6. With the categories added to the selected column, you can reorder them by dragging the arrow symbol next to each category within the list.
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    1. Click the “-“ sign if a category should be removed from the matrix column.

  7. The next section is “Questions” – meaning, all previous questions labeled “Available in Matrix” will appear here.
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  8. If no questions are listed, return to the previously created questions and check the box for “Available in Matrix”. As long as the box is checked, they should show under "Available".
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  9. Click the "+" sign next to the questions to be added to the rows of the matrix.
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    1. The order can be adjusted after adding the rows, too.

  10. Added questions will look like the below. Click the “-“ sign to remove questions from the rows.
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  11. Click “Save” when you’re done with adding, removing, and adjusting rows and columns.
    1. The Matrix can be adjusted after saving.
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The selected matrix is now saved and available for your Checklist.

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