Trello

Connect Trello and every note a client leaves on your models becomes a Trello card, 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 card and the card's current status, so you can jump across. When the card is done in Trello, MeshMarkup resolves the note, with Trello as who resolved it.

#Connect Trello

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

1. 1

   Click Connect

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

2. 2

   Approve MeshMarkup in Trello

   Trello asks you to allow MeshMarkup to read and write your boards. Click Allow; Trello sends you straight back.

3. 3

   Choose where cards go

   Back in MeshMarkup, the card opens Where should client notes go? The lists come from your own Trello account. Pick the Board, the list New cards go to, and, if you like, the list that means done. 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 card appears in Trello

   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 card

   In Trello, the card is done when it's archived, its due date is ticked complete, or it's in the list you picked as done. If you didn't pick one, any list whose name starts with Done or Complete counts.

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 cards. The ones already made stay in Trello, and the notes keep their links.
• If Trello 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 board.
• MeshMarkup sends Trello the note and a link, never your 3D files.
• Want a different setup, such as only some notes, or cards in several places? Use Zapier or Make with the New Note trigger instead.