Collect website feedback as new issues directly in your ClickUp projects. With our 2-way synchronization, your issue status, fields, and comments are always in sync


Set up a ClickUp Integration

How it works

FAQ


Set up a ClickUp Integration

Add a project

To get started, go to the Marker.io dashboard and Create a project.

Complete the project form by entering a :

  • Project name

  • The website where you wish to collect feedback

  • Select your integration

  • Select the space within your integration where you wish to receive your feedback

If this is your first time connecting, you need to authorize marker.io to use your ClickUp account.

Configure forms

We fetch your native ClickUp fields into your widget form. You can show/hide any fields and preset fields with dynamic values. For example, set the default Priority as High and allow the reporter to edit that field as they wish.

Note: Marker.io members report through the Member form, while Guests and Public Reporters report via the Guest form. More on that in our User Roles Guide.

Install widget

The last step is to install the website widget. We have many options for installing our widget and recommend our manual JavaScript install in most cases.

Alternatively, install the widget via WordPress plugin, NPM package, or send a request to your developer in one click.

Visit your website, refresh and check that the widget appears.


How it works

Collect feedback

Reporters can submit their feedback directly to your ClickUp project without leaving their website. Their feedback will automatically include detail-rich technical data.

Let’s say the Contact Us button is broken on the About Us page. The reporter clicks on the widget and is presented with a screenshot and a feedback form to complete.

The screenshot can be annotated, and the feedback form can be as simple or as complex as you wish. We recommend keeping the feedback form as simple as possible for your non-technical reporters.

Review issues

In your ClickUp project, you see the feedback arrive with the screenshot and automatically captured technical data, including:

  • Page URL

  • Browser

  • Screen size

  • Operating system

Communicate with reporters

The "Contact via Marker.io" link opens the Feedback Page, where you can communicate with your reporters. All conversations will be synced with ClickUp.

Synchronize Status

Once you mark an issue as Completed in ClickUp, this will update the Marker.io status to resolved and notify the reporter via email that the issue is complete.


FAQ

Is Marker.io secure?

We take your data and the security of our systems very seriously, using the most advanced security to connect with your account. See the latest version of our security policy at: https://marker.io/security.

What permissions are required to integrate with ClickUp?

Admin permissions are required on the ClickUp project you wish to connect with.

I can't connect my ClickUp account to Marker.io

Any issues setting this up? Try the following:

  1. Log in to your ClickUp account

    Log in to ClickUp in a second tab. This ensures that your password and username do not require additional security verification. When logged in to ClickUp, return to Marker.io and try connecting your ClickUp account.

  2. Reset your password in ClickUp

    Try setting a new password in your ClickUp account and see if that helps to resolve the issue.

  3. Still not working?

    Please start a chat conversation with us in the lower right corner of your screen.

How do I add custom fields in Marker.io via the ClickUp Integration?

Custom fields are a powerful customization tool allowing you to add new field types and custom data specific to your workflow.

  1. Add custom fields in ClickUp.

    See the ClickUp Custom Fields guide for details.

  2. Enable your custom fields from ClickUp on your Marker.io forms

    • Select the relevant project

    • Widget Settings

    • Guest form (Or Member Form)

    • Unhide the custom Field by clicking on the eye icon beside the Field.

    • Save your form.


Invite your team to collaborate on a dedicated ClickUp project today with Marker.io, where anyone can report bugs and feedback in seconds. We have many advanced features for you to explore. See Marker.io Academy, which we continuously update with our latest features.

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