How to add colors and group boxes in 9 box matrices?
Category: Performance
Profit.co now allows you to add colors to the 9 box matrices and group boxes in order to group employees based on their position in the box.
Why this feature?
- This feature allows you to add colors and customize the 9 Box matrices, by adding colors to the groups you can easily differentiate between them and get better visualization and layout.
- It Enhances visual clarity, simplifies differentiation, and improves 9 Box matrix usability.
Note: Only Super Users have access to Settings.
Step 1
Navigate to Settings → Performance → Dashboard from the left navigation panel. The 9 Box Matrix page is the default landing page.
Step 2
On the 9 Box Matrix page, click on the Edit icon of the 9 Box Matrix B Action field.
Step 3
In the Custom page, scroll down and enable the Grouping toggle.
Step 4
To add/edit the color of the group, hover over the group name field, and click on the pencil icon. Pick a color from the palette and click on the tick mark to Save.
Here we have changed the color of the existing group named High Performer.
Step 5
To create a group for the first time, click on + Add Group button, and give a name for the group. Here a group is created under the name Best Employee.
Step 6
To add the grouping elements to the created group, click on the +icon, select the groups from the list, and save.
Step 7
Now the grouping is done and you can see it in the 9 box matrices layout.
Related Answer Post
To know more about How to customize 9 box matrices in Profit.co, click here.
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