This guide outlines the steps you need to complete your Marker.io integration. Follow these instructions to ensure everything is set up for effective issue tracking and reporting.

Create a user with administrative rights in your integration. This admin user will be responsible for managing issue tracking and reporting.

Learn how to create an admin user

Ensure the admin user is successfully created.

Set up a test project in your integration to validate that all connections are active and functioning.

Use this project to submit sample issues and verify that the integrations are correctly configured.

Confirm that the test project has been created.

Decide which fields should be included in your issue reporting form. Tailor the form to meet the needs of different team members and issue types.

Help with form customization

Select and confirm the fields you want to use.

Determine which fields should have preset or default values. For example, you can automatically assign issues to a specific team member or tag all issues as "bug" by default.

Help with setting default field values

Make sure the default settings are applied correctly.

Submit sample issues using the test project and the customized issue form.

Confirm that your configurations are working as expected and that the issue submission process is smooth.

Ensure that sample issues are submitted without issues and that everything functions as intended.

Test the synchronization between Marker.io and your other tools. For example, check if resolving an issue in your tool also marks it as resolved in Marker.io.

Help with sync settings.

Confirm that synchronization works as expected.

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