Widget & Project Templates | Feature Requests

Widget & Project Templates

Gary Gaspar

Feature Overview

Allow users to create project templates in Marker.io, enabling consistent settings across multiple projects without having to manually reapply them each time.
Include various project settings in the template, such as widget color, placement, feedback status, and the option to disable feedback comments.
Option to apply the same member/guest form settings across projects.

Use Case

Users who frequently set up multiple projects with similar configurations spend unnecessary time repeating the same settings for each project.
Templates would allow for faster project creation, saving users time and reducing setup errors.

Benefits

Speeds up the project creation process, allowing users to focus more on feedback and less on setup.
Ensures consistency across projects by reusing preset templates.
Reduces the likelihood of mistakes when setting up similar projects.
Makes it easier for teams to manage multiple clients or tasks with similar requirements.

Additional Notes

Users have also requested the ability to clone projects with or without feedback settings, further enhancing flexibility.

This feature would make setting up and managing projects in Marker.io faster and more user-friendly, especially for teams dealing with high project volumes.

June 24, 2022

Miranda Clay

Yes, same with the member / guest form settings. I use the monday.com integration which lets me add additional fields, but I have to add them for each project which takes up time. It would be a lot better if I could set to enable certain form fields by default for all projects.

Gary Gaspar

Merged in a post:

Ability to Create Marker.io Project Templates

Billie Mead

Obviously certain project details wouldn't be copied or included in a Template. But almost every project we have set up in the short time we have been using Marker.io is almost identical and we are spending a lot of time creating new Projects with nearly identical settings.

If Marker.io Projects offered the choice to be based on a saved template... then forms, button colors/placement & other branding setting could be created for different clients/projects once... then subsequent Marker.io Projects could be created quickly and effortlessly.

October 25, 2023

Mike Rand

Agree with Gary, having the ability to use templates would be a huge time saver for my team.

Jessica-Jade Worsley

This is a much needed Feature!

Ken Hoffman

A first step would be to duplicate a project without feedback.

Fushia Saulwick

Agree, this would definitely be a helpful time saver!

Thomas

Plus 1 on this! Would be a huge help.

Lauren Gray

I just set up 37 projects and it took 1.5 hrs... I can attest that this would be hugely time-saving!

Tim Waxenfelter

This would be a huge time savings for us. We create many projects and use the browser plugin for most reporting. If we could set a default set of fields in the member view, including prompts in the fields and default fields selected, it would greatly speed up our setup.

Joe Scanlon

Tim Waxenfelter: Thanks a lot for the comment Tim. Each comment helps us towards building new features.

John Dwyer

Yep super helpful! Hoping to migrate to Marker io for several clients and this would be a dream

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