Use keynotes, note blocks, and numbered lists

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

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

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We'll take a look at how the functionality works in Revit.

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On the Annotate ribbon In the Tag panel, I'll 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 elements.

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Material Keynotes will reference the keynote parameter for materials,

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and User Keynotes allow you to select a keynote from the keynote table manually when placing user keynotes.

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I’ll select Keynoting Settings.

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In this dialog, you can select the Keynote Table.

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For this example, we'll use one of the default Revit keynote tables from the Revit family library.

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But you can customize your keynote tables with whatever notes you need for your project.

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You can also choose whether the numbering method is by Keynote or by Sheet.

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By sheet will number the keynotes based on the order that they are placed on the sheet.

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Whereas by keynote will simply reference the keynotes.

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I'll click Ok to close this dialog and then I’ll select a fan coil unit and click Edit Type.

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This mechanical equipment has a keynote specified.

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When I click the More button It will open the keynotes dialog and you can see where the keynote is coming from.

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I'll click Ok to close each of the dialogues.

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Next back on the Annotate ribbon, I'll activate the Element Keynote tool.

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You can place keynotes just like tags.

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I'll select the equipment.

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And then since I have a leader with a free end, I'll click to place the tag.

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Now once I place the keynote, you can see that it's referencing the keynote that was selected for the keynote parameter.

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I'll click Modify to end the command and then de-select the keynote.

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Next I'll place a user keynote.

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I’ll select an air terminal and then place the tag.

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This time Revit opens up the Keynotes dialog and I can navigate through the keynote table and select the keynote I want to use.

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I'll click Ok.

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And then the keynote is added.

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Once again, I'll click Modify to end the command.

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And then the keynote is selected.

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Just like with tags. You can adjust the leader after it is placed.

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You can also adjust the key value after it is placed if needed.

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I'll de-select the keynote.

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After placing keynotes, you'll likely want to place or create a keynote legend and then place it on to sheets.

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On the View ribbon in the Create panel, expand the Legends button and select 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 I'll click Ok.

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Now you can see the keynote legend contains the key value and the keynote text for the keynotes that I placed.

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Once again I'm using the default keynote table, but you can customize your keynote table to meet the needs of your project.

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Back in the Floor Plan view, you can see that there are generic annotations that have been placed.

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You can create a note block based on a generic annotation.

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While this is very similar to keynotes, there are some different use cases for generic annotations and note blocks.

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In this case, I have a couple placed on air terminals and another one placed on the fan coil unit.

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Back on the View ribbon In the Create panel, expand the Schedules button and select Note Block.

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When creating a note block, you can select a generic annotation family.

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In this case, mine is called Generic Annotation.

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I'll click Ok.

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This generic annotation has a Label parameter and a Note parameter.

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I'll add both of those to the list of scheduled fields.

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You could also add the Count and the Type if needed, I'll click Ok.

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And then you can see that this note block is very similar to the keynote legend.

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Once again, note blocks are based off of generic annotations so you can customize them to meet the needs of your project.

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Note blocks are very similar to schedules and that you can adjust the sorting and grouping and filter them as needed.

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For example, I'll click Edit next to Sorting/Grouping and then I'm not going to itemize every instance and I will sort by the label.

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Lastly, you can create numbered lists inside of text notes.

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This can be useful for creating general notes.

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In this project, I have a drafting view set up for the HVAC General Notes.

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On the Annotate ribbon in the Text panel, activate Text and then click and drag to create a text box.

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I'll type General Notes and then press enter and type note 1, enter; note 2 enter; Note 3 just so we can see how this works.

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I can click and drag to select the notes and then in the Paragraph panel,

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I can either create a bulleted list, a numbered list or use letters to indicate my list.

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I'll create a numbered list.

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I can also click and drag to select General Notes and I can make that text bold and underlined.

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And now I'm well on my way to creating general notes that I can place on a sheet.