Announcements
Welcome to the Revit Ideas Board! Before posting, please read the helpful tips here. Thank you for your Ideas!
cancel
Showing results for 
Show  only  | Search instead for 
Did you mean: 

Managing complexity: notes and todo lists

Managing complexity: notes and todo lists

Modern projects are complex. While external tools can go a long way towards alleviating some of the coordination work associated with managing complex projects they are often poorly integrated with Revit iself, resulting in frustration and waste of time. We need a way to manage that complexity within Revit itself.

 

For my first idea in this series of ideas I propose a general purpose TODO/Notes facility be added to Revit. This facility needs to be general enough to allow each user to implement their own workflow on top of it, rather than imposing a particular workflow on everyone. This idea comes from my own workflow as well as observation of very experienced architectural technicians whose monitors are plastered with sticky notes and desks are littered with hand written todo lists. It's a mess and it's impossible to know who is actually working on what.

 

While general in purpose, such a feature should integrate with Revit in some specific ways. For example, I should be able to associate notes with views/sheets and see in the project browser that a view/sheet has a note assigned to it. Notes should have authors, automatically based on the current user, creation date and modification date. As far as formatting goes, notes should allow me to type in free form text with some basic formatting as well as have a TODO format where I can create a list of items that can be visually marked as "done". I should be able to insert hyperlinks into the notes. In fact if you were to adopt a simple markup language (e.g. Markdown) that would be great.

 

I think that even a very simple implementation of this idea would go a long way towards helping individuals manage complexity of modern projects.

 

This idea is more like a start of a conversation about where this might go rather than a request for a complete feature. Please contribute.

4 Comments
smbrennan
Collaborator

Here's my workaround:

 

I created a generic annotation with text parameters and yes/no parameters for status. Then create a note block and place it on your start page (assuming it's a sheet and not a drafting view). 

 

Here's a link to the family (doesn't appear that I can attach it): 

https://cecco-my.sharepoint.com/:u:/g/personal/sbrennan_cecco_onmicrosoft_com/EX2wKZj9tPdIut3sBJm93L...

 

*Edit: I did get this family from the Autodesk Forums. I can't recall exactly where, so I can't take full credit for this family. 

Anonymous
Not applicable
Hi,

That's cool and we're actually doing something similar but it's not enough.
The integration is at best tenuous. There is not enough "linkage" or "glue"
between "stuff". I know that I'm not expressing myself particularly well
but like I said in my original post, this is just the start of a
conversation. Maybe if more people contribute we'll be able to see some
emerging themes and then we can suggest a solid idea with some real life
use cases.

-t
krzystoff
Advocate

There are a lot of ideas around the forum that suggest markup tools or notes, that are in some ways similar to this.

For the purposes of our firms' workflow, we are looking for:

  • a system that allows full markup capability (text, arrows, clouds, highlighter, rectangles, links)
  • record user and date of each markup
  • include a seperate print/non-printing option
  • allow other team members to mark items as completed / add comments / delete them
Anonymous
Not applicable

@krzystoff Totally agree. The print/non-print option is something that I really need in Revit pretty muh on daily basis. Just yesterday, for example, I needed to create some markups on our architectural set for the structural engineer. I don't want to have to hide these manually, one by one, or delete them when they are no longer needed. Everything is always needed so that there is an audit trail of all the work that got done and how it got done. I ended up marking up the sheets, printing to PDF and then going back and hiding the markup so that it doesn't get sent to someone else, as that would be very confusing.

 

I thought I could be clever and put all these markups on a separate workset and then I could just control visibility through workset visibility but unfortunately annotations cannot be placed on their own workset. I really would like to have layers in Revit. Layers are a great way to manage complexity by placing logically similar items on the same layer.

Can't find what you're looking for? Ask the community or share your knowledge.

Submit Idea