Widget & Project Templates | Feature Requests

Widget & Project Templates

Gary Gaspar

We are considering the following feature:

Feature Overview

Let users create reusable
project templates
in Marker.io.
Templates would include common settings like:

- Widget color and placement

- Feedback status options

- Option to turn off feedback comments

- Default assignee based on issue type

- Extra issue types and required fields

- Notification settings

- Member/guest form preferences

Use Case

A lot of users set up many similar projects.
Right now, they have to redo the same settings over and over.
Templates would save time and help avoid small setup mistakes.

Additional Notes

Some users also asked to
clone entire projects
, with or without feedback settings.
This would give even more flexibility for teams who work on lots of projects at once.

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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