This guide will teach you all the steps required to create a plan note system using a Generic Annotation family and the Note Block tool. While it is possible to create a similar system using Keynotes, it is much more complicated and we recommend the Note Block technique for most users.
Complete blog post: https://revitpure.com/blog/6-steps-to-create-efficient-plan-notes-in-revit
Follow these steps:
1- Create A Bubble Generic Annotation Family
2- Add These 4 Type Parameters
– Note Number
– Note Text
– View Type
– Text Visibility
3- Use The Symbol Tool To Create A Note Bubble
4- Create Note Block Schedule For All View Types
5- Create Notes And Adjust The Schedule
6- Create An “All Notes” Schedule To Manage