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Marker.io 101

Joe Scanlon avatar
Written by Joe Scanlon
Updated yesterday

Welcome to Marker.io! This guide focuses on how you and your team can use Marker.io to capture, manage, and resolve website feedback efficiently. Let's dive into the core workflow.

Reporting Feedback: The 3-Step Process

When a team member or client finds an issue on your website, they can report it in seconds without leaving the page.

  • Click the Button: The reporter starts by clicking the "Report Issue" button on the website.

  • Annotate the Screenshot: Marker.io automatically captures a screenshot. The reporter can then use tools like arrows, shapes, and text to pinpoint the exact problem.

  • Fill the Form & Send: They complete a simple form to describe the issue and click "Send." That's it. The report, along with crucial technical data, is now on its way.

Every report automatically includes technical details like the browser version, operating system, page URL, and console logs, which helps your team fix bugs much faster.

Receiving & Collaborating on Feedback

Once a report is sent, it lands on the Marker.io Issue Page, your central hub for collaboration.

  • Review the Report: The issue page displays the annotated screenshot, the reporter's description, and all the automatically captured technical information. For tricky bugs, you can even watch a session replay video to see exactly what the user did before they submitted the report.

  • Communicate with Comments:

    • Ask the reporter questions or provide updates by adding comments directly to the issue page. Reporters are notified by email and can reply.

    • Use @mentions to tag specific team members and get their attention immediately.

    • Use Internal Comments for team-only discussions that guests and external reporters cannot see.

  • Access for All Roles: Team members can view all feedback details, while guests have a more simplified view.

Managing Your Issues

Organize and prioritize incoming feedback so your team can focus on what matters most.

  • Set Priority: Classify issues by urgency so your team knows what to work on first. Each issue can be assigned a level from Urgent to Low. When an issue is marked as Urgent, the assignee is notified immediately.

  • Assign Ownership: Make it clear who is responsible for each issue by assigning it to a team member. Each issue can have one assignee, which helps project managers triage tasks effectively and manage workloads.

  • Categorize with Issue Types: Use issue types like Bug, Improvement, or Feature Request to quickly understand the nature of the feedback. This helps ensure every report lands in the right place, both in Marker.io and in your connected tools.

How Integrations Supercharge Your Workflow

Marker.io sends every piece of feedback directly into the project management tools your team already uses, like Jira, Trello, Asana, and ClickUp.

  • Seamless Syncing: A new card or task is automatically created in your tool (e.g., a new card on a Trello board or an issue in a Jira project).

  • Rich Context for Developers: The issue in your PM tool contains the annotated screenshot and all the technical data, giving developers everything they need to start working without having to chase down reporters for more information.

  • Two-Way Communication: Comments made in Marker.io appear in your tool, and comments from your tool can be synced back to Marker.io, keeping everyone aligned.

Resolving Issues & Closing the Loop

Status Sync automates one of the most important parts of the feedback process: letting reporters know their issue has been fixed.

  • Automatic Updates: When you move a task to your "Done" column in Trello, close an issue in GitHub, or mark a task as complete in Asana, the status in Marker.io automatically updates to "Resolved."

  • Notify Reporters: As soon as an issue is marked as resolved, the original reporter receives an email notification. This closes the feedback loop, builds trust, and saves your team from sending manual update emails.

  • Reopen if Needed: If an issue isn't truly fixed, the reporter can reopen it, which will also update the status back in your project management tool.

Gaining Insights with Analytics

Understand your feedback trends and team performance with Project Insights.

  • Track Your Progress: See a clear overview of open, resolved, and archived issues. You can view data from the last 7, 30, or 90 days.

  • Identify Top Reporters: Discover who on your team or which clients are providing the most valuable feedback.

  • Export for Deeper Analysis: You can export all project issues to a CSV file to run custom reports, create backups, or share with stakeholders.

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