I see great potential in the keynote method of tagging but I find its application cumbersome. The tags refer to building codes with which most of our contractors (and all of our clients for that matter) are not intimately familiar. Changing them to text fills the drawing space with text lines that do not wrap and do not coordinate with the placement of the leader. Every tag created for a new element requires a search through a building code list that should have had a search filter bar at the top given it's length and complexity.
In AutoCAD my firm uses multileaders and bulleted mtext lists. Multileaders are much easier to place and modify. For example dragging the block from one side to other automatically shifts the placement of the leader extension. The extension length, or landing, is a fixed length that can be changed by style and is not entered manually as with every Revit keynote or leadered text object.
The only thing AutoCAD does not offer is parametric connection between object and leader content. That all has to be entered manually with each project. I just wish the Revit keynotes worked more like multileaders. By that I mean the leader is a tag with a number corresponding to a schedule or list which draws data from the building codes.
For right now I would just settle for a annotation family that worked like a bubble leader as shown below. I'll fill in the text list myself because for our level of work we don't really need the notes to be parameterized. Does anybody know a good leader family or can you tell me how I would go about crafting my own?
AutoCAD 2010
AutoCAD 2015
Revit 2015
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To create a family to show the bubbles and the number, you have to do the following:
1. Place the existing tag from out of the box
2. Double click on the tag and it will open the tag family.
3. Once in the family, delete the lines that makes the rectangle around the text
4. Draw a circle around the text
5. Save the family and load it into your project (override the existing one)
Keynoting:
6. Create a new keynoting text file (using numbers)
7. Go to Annotate>Tag>(click on the arrow) Keynoting settings and choose the path of the keynote text file you had created.
That should give you the result in the image attached.
Hope that helps.
The Note Block feature allows you to do what you are describing.
You will need to create a generic annotation with some shared parameters in order to get the exact look you want.