How Trello Custom Fields will make you awesome at bug reporting
When you ask why people love Trello, they all say the same thing:
Simple to use.
But the problem for growing teams is that you are limited to only a few standard fields on your cards:
- Due Dates
I’ve seen people trying to hack around the Labels field and create different types of labels to enable multi-level tagging. That’s why we’re so excited about the Trello Custom Fields Power-up! It’s the perfect way to keep your boards simple, while adding an extra layer to help you structure, sort and filter your cards like a pro.
And the best part….
Marker.io now supports Trello Custom Fields.
Read this easy guide showing you how to configure Trello Custom Fields on your boards and cards and discover how to use them in Marker.io.
This guide will make your team so much more effective at bug reporting
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.
To get started, 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. : firstname.lastname@example.org
- Customer support ticket (url) –> e.g. : 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
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.
If you’re not familiar with it yet, Marker.io is a screenshot tool to help non-technical people to easily report visual bugs & tasks inside Trello. Read more on how to use Marker.io to do bug tracking in Trello.
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
Side note: If you’re curious to learn more about the bug reporting template inside the description field, learn more about how to create your own team reporting template here.
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: Public Trello card)
Custom fields can be extremely powerful for making sure that all bug reports follow the format that is most useful for your developers. By configuring Custom Fields on your bug tracking Trello board then using Marker.io to create cards, you will make sure that both reporters and developers have a great experience.