Asana

Connect Asana and every note a client leaves on your models becomes an Asana task, with the client's words, the model, the version and a link straight back to the note. On the model page, the note shows its task and the task's current status, so you can jump across. When the task is done in Asana, MeshMarkup resolves the note, with Asana as who resolved it.

#Connect Asana

You need to be the studio's owner or an admin.

1. 1

   Click Connect

   Open Settings → Integrations and click Connect on the Asana card.

2. 2

   Approve MeshMarkup in Asana

   Asana asks you to allow MeshMarkup into your account. Click Allow.

3. 3

   Choose where tasks go

   Back in MeshMarkup, the card opens Where should client notes go? The lists come from your own Asana account. Pick the Workspace, the Project and, if you like, the Section new tasks go into (otherwise they go to the top of the project). Click Save.

4. 4

   Check the card

   It now says On, with your account name, and New client notes go to … underneath.

#What happens next

1. 1

   A client leaves a note

   On a review link, as usual. Notes your own studio leaves aren't sent: only your client's.

2. 2

   A task appears in Asana

   Within the hour. Its title is the note's number, the part and the client's words; its description has the full note, who left it, the model and version, and Open the note in MeshMarkup.

3. 3

   You finish the task

   In Asana, the task is done when it's marked complete.

4. 4

   The note is resolved

   Within the hour, the note turns Resolved in MeshMarkup, and your client sees that the next time they open the link. A note carried onto a newer version is resolved there too.

#Change, pause or disconnect

• Change on the card reopens the choices. Untick Send every new client note to pause without disconnecting.
• Disconnect stops new tasks. The ones already made stay in Asana, and the notes keep their links.
• If Asana stops accepting the connection (a password change, removed access), the card says Needs reconnecting. Click Reconnect.

#Good to know

• The person who connects needs to be a member of the project.
• MeshMarkup sends Asana the note and a link, never your 3D files.
• Want a different setup, such as only some notes, or tasks in several places? Use Zapier or Make with the New Note trigger instead.