Welcome to Marker.io! In this guide, we'll walk you through everything you need to know about setting up, managing, and deleting projects. Whether you're a seasoned user or just getting started, we'll make sure you understand each step in simple terms.
What is a project?
A project is a dedicated space where you can collect and manage issues about your website. You can create one directly in Marker.io or connect it with your favorite issue tracker or project management tool. This integration helps keep everything organized in one place.
The Projects page lists your projects in two tabs: Website and Mobile app. Click Accessibility to sort by accessibility score, Display to switch between Grid and List, and Show Archive to see archived projects.
Adding a project
Here's how you can create a new project in Marker.io:
Create a Project:
Click Create project.
Enter your project name and the URL where you'd like to collect issues.
Select an Integration:
Choose your preferred integration tool from the list.
If you don’t want to use an integration, click Collect issues in Marker.io only.
Connect to an Integration (Optional):
If you choose an integration, select an area within that tool where you want to log issues.
Click Create project.
For example, when using Jira, you'll need to choose the specific project or area where issues will be logged.
4. No Integration? No Problem:
If you choose not to use an integration, just click Create project to finish.
Get started checklist
Projects that aren't fully set up show Get started at the top of the project's left sidebar. It has two cards:
Monitor your website: click Enable monitoring to start scanning your site.
Collect feedback: shows whether the widget is installed. Click View feedback to open your issues.
Once you're set up, click Hide this page… to remove it.
Project and widget settings
General settings
In your project's Settings > General, you can:
Rename the project, or click Load from your integration to reuse its name.
Add Website domains and choose where the widget can load under Secure your widget. See Restricting Marker.io to specific websites and domains.
Replace the Thumbnail. By default, Marker.io generates it from your main website domain.
Under Issues visibility, let Guests view and comment on issues from other Guests. Guests never see issues from Members.
Under Comments, choose whether users can comment on Resolved or Closed issues.
Project Notifications
Stay updated with Slack and email notifications. Customize your notification settings to suit your needs. Check out our notification options for more details.
Widget Appearance
In Widget > Button, you can change the widget's color, text, and position or even use custom branding to match your website. Learn how to do this in our widget appearance guide.
Configure Forms
In Widget > Guest forms and Member forms, you can customize a wide range of settings for your forms to best suit your workflow needs. Take time to configure these settings to ensure issues are directed to the right areas in your tools. For step-by-step help, check out our comprehensive guide on widget form configuration.
Install The Widget
You have many options to install our widget on your website from Widget > Installation. We generally recommend the JavaScript snippet code. Check all installation options here.
Collecting Website Issues
When someone clicks on the Marker.io widget on your site, they’ll see a clear screenshot and a form to report issues. The system automatically includes technical information to help you resolve problems faster. Reporters can monitor their issues, add comments, upload files, and view the status on their personal issue page.
See our issue guide for more info.
Inviting Users to a project
Why Invite Users?
Inviting users can be beneficial in many ways:
Guests: If someone is expected to report many website issues, invite them as a guest. They'll be able to see their issues and those reported by other guests.
Members: If you have internal users who need to give detailed issue reports (QA Team), or see the technical details on issues (Developer Team) consider adding them as members.
How to Invite People
Learn how to invite people to your account by checking out our user roles guide.
Archiving and Deleting Projects
Archive a project
Archiving a project disables issue reporting and removes it from your dashboard, but you can restore it later if needed.
To archive, go to the project's Settings > General and click Archive project.
You can also archive from the Projects page: click ⋮ on the project row and select Archive.
To restore a project, click Show Archive on the Projects page, then click ⋮ on the project and select Unarchive.
Delete a Project
Deleting a project permanently removes it along with all its issues and settings. Be sure you no longer need it before taking this step.
To delete, go to the project's Settings > General and click Delete project.
Frequently Asked Questions
Can I set up two separate projects, one with and one without an integration?
Yes, you can create as many projects as you like, with or without integrations.
Can I link my no-integration project to an integration later on?
Currently, this feature is not available, but we're working on it. Check out our guide on this topic here.
Need Help?
If you have any questions, comments, or corrections, chat with us at the bottom right of our web pages.