ClickUp

Connect ClickUp and every note a client leaves on your models becomes a ClickUp 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 ClickUp, MeshMarkup resolves the note, with ClickUp as who resolved it.

#Connect ClickUp

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

1. 1

   Click Connect

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

2. 2

   Approve MeshMarkup in ClickUp

   ClickUp asks which Workspaces MeshMarkup may use. Tick yours and click Connect Workspace.

3. 3

   Choose where tasks go

   Back in MeshMarkup, the card opens Where should client notes go? The lists come from your own ClickUp account. Pick the Workspace, the Space and the List (lists inside folders show as Folder / List). 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 ClickUp

   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 ClickUp, the task is done when it reaches a closed or done status.

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 ClickUp, and the notes keep their links.
• If ClickUp stops accepting the connection (a password change, removed access), the card says Needs reconnecting. Click Reconnect.

#Good to know

• The person who connects needs access to the list.
• MeshMarkup sends ClickUp 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.