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


Set up a Trello Integration

How it works

FAQ


Set up a Trello 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 Trello account.

Configure forms

We fetch your native Trello fields into your widget form. You can show/hide any fields and preset fields with dynamic values. For example, set the default label as "Dev Team" to ensure your development team is aware of all new feedback.

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 Trello 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 Trello 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 Trello.

Synchronize Status

Once you update an issue status to “done” within Trello, this will update the Marker.io status to resolved and notify the reporter via email that the issue is complete.


FAQs

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 Trello?

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

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

Any issues setting this up? Try the following:

  1. Log in to your Trello account

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

  2. Reset your password in Trello

    Try setting a new password in your Trello 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 Trello 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 Trello.

    You need to be on a paid plan from Trello to enable custom fields. See the Trello Custom Fields guide for more details.

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

    • Select the relevant Trello 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 Trello 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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