Trello + TrackDuck Integration. Make Your Feedback Process Faster

jonas@trackduck.com'
Jonas Bucinskas 3 weeks ago

To complete their work digital agencies rely on feedback rounds. You know the drill. Whenever there’s a milestone an agency presents the current status of the project to the clients. Clients are essentially asked to provide feedback for the work that has already been done. There are many points that need to be covered during any given feedback round so clear communication is key. However, it’s not that easy to maintain it because there are just too many details that go into any digital project.

The Problem

Feedback rounds that Hypenotic used to do with their clients would take a lot of time and the communication could sometimes be scattered.

Lionel who oversees all digital work at Hypenotic would schedule a call with the client to walk through the new version of the design or website. Then, he would put all of the client feedback in Trello for him and his colleagues to see and act on. The feedback process, however, could extend beyond the initial call and this is where communication problems can start.

The client can come up with new ideas and send Lionel an email with some additional points, screenshots etc.. If it’s a website bug then it can take couple of back and forth emails to get all the necessary details for the developers to fix it. All of this info would need to be put to Trello again. Imagine having several email threads like this with multiple clients and you get a pretty messy process. Moreover, this info can come through other tools like Slack, Skype, Messenger and many other digital channels we use these days.

Sure you can agree to use only one communication channel and stick to it, but at the same time you will need to teach your client how to create a perfect bug report with all technical details. This sounds great in theory, but rarely works in practice. Also, once you are in a client facing position, you quickly realize that most people are not so tech savvy as you might expect. And why would they – digital is usually not a sphere where a client is doing his business. It’s up to agencies to create feedback process that would accommodate clients from all walks of life.

Seamless visual communication

This is where tools like TrackDuck come in to make agency work much easier. It effectively creates a communication channel for all visual issues for design and web development and that’s what Hypenotic uses now. However, unlike other communication channels like email, Skype or Messenger it can be fully integrated into already existing project management tools like Trello.

Being big believers in kanban style of project management Hypenotic use Trello to manage all aspects of their business so having something that already fits into the current workflow is really great. Also, with a visual feedback tool every bug report is a perfect bug report so an agency doesn’t need to teach users how to create one. Once you add the script into the website, clients have access to the TrackDuck widget.

With a single click a client can select an area and TrackDuck automatically:

  • Takes the screenshot.
  • Records user comment.
  • Captures all browser details like OS, screen resolution, system version.
  • Sends this information to a Trello board.

This process proves really useful. “We’ve been doing much more beta launches where the feature set is not completely done and have TrackDuck enabled for users for a month on a live site.” says Lionel. “You can do as much QA as you like, but having users to actually use it [website] is a best QA you can have and having them being able to access TrackDuck with anything, but a simple click is really beneficial. It has helped us save QA time and the time that it would have taken to get the feedback in other way.”

Having seamless operation for the clients to give feedback when they can, when they want, when they have time. They don’t need to schedule a meeting. Clients can do it when they like and it’s a huge time saver. Having it all go to Trello neatly and organized is a huge benefit. This way the communication stays in one place and the tools that make it work are always accessible and easy to use.

Moreover the developers have access to all the information that they need and can spend their time developing the website. Lionel estimates that having this kind of workflow saves at least 1 hour per developer per day. That adds up to huge time savings over time.

Learn how to setup the integration and make your workflow faster. Have any questions? Let us know in the comments.

jonas@trackduck.com'

Jonas Bucinskas

Project Manager at TrackDuck. Passionate about all things digital.

Get feedback and collaborate right on websites and images in real time

TrackDuck is a visual bug-tracking tool for web projects saving up to 80% of time spent on remote communication. It integrates with JIRA, Trello, Asana, Slack and all other major project management tools.