Use keynotes, note blocks, and numbered lists

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In this video we will cover placing keynotes and creating note blocks.

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There are many different workflows for how key notes and note blocks can be used.

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We will take a look at how the functionality works in Revit, to begin on the annotate ribbon in the tag panel, expand the keynote split button.

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You can place element keynotes, material keynotes and user keynotes.

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Element keynotes will reference the keynote parameter for the element.

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Material keynotes will reference the keynote parameter from the material.

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User key notes allow you to manually select a keynote from the keynote table when a user keynote is placed.

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I'll select keynoting settings, in the key noting settings dialog.

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You can select the keynote table for this example we'll use one of the default Revit keynote tables,

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but you can create a keynote table that meets the needs of your project and then select it here in this dialogue.

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You can also control the numbering method.

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This can be set to by keynote or by sheet.

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When numbering by sheet, the key notes will be numbered based on the order that they are created on a sheet.

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When numbering by keynote, the keynote numbers will simply reference the keynote.

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I'll click OK to close this dialog and then zoom into the electrical room.

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I'll select the transformer and then click Edit Type.

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This transformer has a key note specified.

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You can click in the keynote field and then click the more button to open the keynotes dialogue, here.

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You can see the key note that has been selected and you can select a different keynote as needed.

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Once again, the keynote tables can be customized to meet the needs of your project,

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and you can basically enter in whatever information you need just as long as it follows the correct formatting.

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I'll click OK to close each dialogue and then deselect the transformer.

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Back on the annotate ribbon, I'll activate the element keynote tool.

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You can place keynotes very similar to how you place tags.

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I'll click to place a keynote on the transformer.

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When I do you can see that it's referencing the keynote from the keynote type parameter.

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I'll click modify to end the command and then deselect the element keynote.

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Next, I'll activate the user keynote tool.

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I'll place a user keynote on a light fixture.

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When I placed the keynote, the keynotes dialog opens and now I can manually select a keynote.

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When I click OK the keynote is specified.

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I'll click modify to end the command with the keynote selected.

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You can see that there are parameters in the properties palette.

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You can adjust the leader just like you can adjust a tag.

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You can also update the key value after it has been placed.

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I'll deselect the keynote.

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After you place keynotes you'll likely want to create a keynote legend,

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on the view ribbon in the create panel expand legends and then click Keynote Legend.

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I'll use the default name and click OK.

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And then with key value and keynote text added to the list of scheduled fields, click OK.

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This creates a keynote legend and you can see the key value and the keynote text for the two keynotes that we added.

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You can customize the keynote legend as needed, such as adjusting the filtering, the sorting, grouping, formatting and appearance.

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I'll switch back to the ground floor electrical plan and then next to the transformer you can see a generic annotation.

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I've also placed a couple generic annotations next to a couple light fixtures.

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You can place generic annotations and then create a note block that references the generic annotations,

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on the view ribbon in the create panel, expand schedules and then click Note Block.

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In the new note block dialog you can select the generic annotation family that you want to create a note block for.

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In this case my generic annotation is called generic annotation.

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I'll click OK.

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In the note block properties dialog I'll add the label and the note parameter and then click OK.

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When I do, you can see the label and note values that have been added to the generic annotation.

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As you can see this is very similar to how the keynote legend was.

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While keynotes and note blocks can have similar functionalities.

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There can be different use cases for each one.

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In this case I'll click Edit next to sorting, grouping and de select itemize every instance and then sort by the label and click OK.

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So as you can see, you can use keynotes and generic annotations with note blocks to create customized notes for your project.