Tutorial – Creating and Controlling General Notes in Revit

It is a well known fact that large blocks of text can become very unwieldy within Revit, especially when a small tweak is needed to reformat the text or making a simple width adjustment. A better method is to use a Revit schedule to prepare and control large blocks of text.

General Notes within Revit

This gives you the advantage of being able to resize and split blocks of text into separate columns which is really useful. So how does it all work?

1. The first step is to make sure that you have all your required standard notes saved in a product such as Microsoft Word or simply Notepad. You can then copy and paste each paragraph of text as required.

2. Create a Revit schedule and choose a category that you are not likely to use in Structural drafting such as the Casework Category. Make sure that you select Schedule keys and give the schedule the relevant title, in this example ‘Foundation Notes’.

New Schedule for General Notes

3. In the Fields Tab make sure that you add the comments field. This will later be used for your notes whilst the Key Name is used for the numbering or lettering as shown below.

Shedule Fields

4.  On the Appearance tab you can remove the Grid lines and the headers and also configure your desired text fonts and text sizes. Click OK to the dialog box.

Schedule Appearance

5. You will now see the schedule in Revit, you will need to add a new row of data to start the schedule. Right click over the Foundation Notes heading and choose New Row as show below.

Revit Schedule - Creating a new row

You can now start to Copy and Paste your paragraphs into the schedule. For each new paragraph you will need to add a new row.

6. You can now drag the notes from the Schedules/Quantities to your drawing sheet and the select the block of text and use the grips to manipulate the column widths and split the schedule into two elements if required.

Revit - Drag Schedule into Drawing Sheet

You can of course use the same notes on multiple sheets and store these within your template for fast and efficient note creation. This will greatly simplify the creation and control of large blocks of text.

Hope that helps,

Lawrenceh

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About lawrenceh

I am currently employed by Excitech, one of the largest Autodesk resellers in the UK, to provide training and other services such as implementation and project support to our clients. The main products I get involved with are Autodesk Revit Structure & Autodesk Inventor. My personal interests include aviation, engineering and walking.
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11 Responses to Tutorial – Creating and Controlling General Notes in Revit

  1. KH says:

    This is a great approach. Thank you very much. Just a small question: how do I create a whole full sheet or two of project notes (including general notes, concrete notes, steel notes…) using this method? This project notes contain headers for each notes (likes General Notes, Concrete Notes, Steel Notes…)
    Thank you.

    • Francisco says:

      I looked into this and several other methods. My final thought was just to use generic text on the sheets. If your General, Concrete, Steel are on word documents. We save them as txt and copy paste them into revit (generic text).

  2. Useful information, I was trying to solve this issue for a long time

  3. revitvietnam says:

    can you help me for tutorial create a general notes concrete works: column, beam,slab,stari,…
    tks pro
    PS: dear pro, can you shared for me a litte books learn revit structure , robot or asd
    because I am from viet nam , I don’t have a book to learn
    hi tks pro
    please shared for me: duchoatla@gmail.com

  4. I’ve found using Generic Annotations (Symbols) great for this type of application – allowing edits to occur outside the project, but standardized across sheets and models. In this way, graphics can be included in the notes if required.

  5. Meaghan Pohl says:

    This works great when I create my first schedule, but when I try to create a second it no longer allows me to use the Comments Field, only the Key Name, therefore creating a schedule with no ability to add text…. Any suggestions?

  6. ramiro says:

    Just add a new parameter

  7. Frank Varela says:

    I don’t find this method convenient for creating full sheets of general notes where some paragraphs have multiple columns and others don’t. They don’t seem to mix very well. It’d be great to see a sample Revit file containinggen notes where this method was used successfully.

  8. Tre B says:

    Does anyone here know how I can edit title sheet texts in each drawing sheet?

  9. Allen Thompson says:

    Thank You!!!

  10. Francisco says:

    Is there a way for the note numbers to be renumbered automatically once a note is taken out. We have General Master notes that I would like to incorporate into template and the engineers are always modifying them in word .. Deleting notes (that don’t apply to the project.) and Instead of renumbering them manually I would like it to do it automatically.

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