Why you should use Custom Fields?

The simplicity of Trello is actually what made it so successful. 

But the problem for teams is that you can create cards using only a few standard fields: Members, Labels, Checklists & Due Dates. I've seen people try to hack around the Labels field to create multi layer sorting but I think we can all agree that it's not optimal. 

Thanks to the Trello Custom Fields Power-up you can take your collaboration to the next level! 

Let's see how you can create custom fields in Trello and make those fields available in Marker.io to encourage your team & clients to report actionable feedback.

Step 1: Activate the Custom Fields Power-up

The first important concept your need to understand about Custom Fields in Trello is that they are configured at the board level and available on all cards from that particular board.

Create or open your Trello board (we recommend creating a bug tracking board based on this template).

Then go to the Power-Ups marketplace inside your board menu:

Look for the Custom Fields Power-up and enable it:

Step 2 : Configure your custom fields on your Trello board

Open any card on your board and start configuring the custom fields that you would like your team to fill out in Marker.io. 

Here is a list of useful field ideas for bug tracking:

  • Priority (color-coded dropdown) --> e.g. : High, Medium, Low 
  • Component  (dropdown) --> e.g. : Back-end, Front-end, API 
  • App version  (number) --> e.g. : 10.11
  • User email  (email) --> e.g. : customer.name@company.com
  • Customer support ticket  (url) --> e.g. : https://intercom.com/conversation/34673
  • Agent  (dropdown) --> e.g. : John, Sara, Paul
  • Reported on  (date) --> e.g. : Mar, 14 at 12:00 PM
  • Able to Reproduced  (checkbox) --> e.g. : True/False
  • and more...

Some people recommend creating fields for browser version , operating system  and screen size  but since Marker.io already captures and includes this data into the card's description automatically, there is no need to create more work for your reporters.

Step 3: Fill out Trello Custom Fields via Marker.io

When your board is fully set up, go to your website, snap a screenshot using the Marker.io browser extension and make sure to select the right board.

Still in your Marker.io editor, open the More options  menu to see all Trello fields associated with the selected board:

Once the More option menu, you will see all fields from your Trello board

Step 4: Delight your developers

By setting up custom fields in Trello and using Marker.io to create visual Trello cards, you will not only speed up your bug reporting workflow by a lot, but most importantly, you will make your development team super happy!

Imagine how excited your developers will be when they start receiving Trello cards like this one (created exclusively via Marker.io)

(Source: https://trello.com/c/uaHcKpjT/21-problem-with-customer-on-pricing-page)

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