How to use Keynote Manager since update

Hi,

Probably a stupid question, but I was using the old version of the keynote manager and normally I would just double click on a keynote and then it would switch to my drawing where I could put my notes and then click escape and repeat the process over and over.

Now since the update, if I double click a note it opens the editior. How are we supposed to put keynotes in the drawing other than using the Revit built-in tool?

@tayOthman for you to answer :grin:

@petitclercj , I added a place keynote icon (pin shaped) on the list of tools.

@tayOthman Good thing I knew to look for it! By default the window is small and the pin icon is hidden.

Once enlarged it appears,

Thanks!

PS. Would it be possible to enable a shift+click on a note to add it directly? Just a suggestion that would save multiple clicks a day

Claude made quick work of adding a right-click menu to my Keynote Manager. It has worked well for my co-workers and me so far. I’d be happy to share the altered Script and XAML file with anyone else.

@dipti12345 please send it to me I will incorporate it and I will try adding the shift+click toggle, glad to make changes to make the experience better for everyone and luckily, I have Claude too,

PR is Here, Added Shift+Click in addition to the right click menu proposed by @DYoung , Also fixed the z-order regression.

Keynote Manager — modeless window z-order fix + Shift+Click placement by tay0thman · Pull Request #3616 · pyrevitlabs/pyRevit

One item that has become rather annoying when moving to the new Keynote manager in revit 27, is that all the Groups keep opening each time you add a keynote or edit one. It makes it rather hard to easily adjust and add notes on a large project when 400 notes expand each time. Please consider adding a feature filter by groups to isolate a category when working within it.

Hello @rjbrando

thank you for your feedback. I did a major overhaul on the UI behavior earlier this week. can you download the latest WIP and test the drag/drop for placement?

can you provide a link to the latest WIP exe file?

try this, you may need a github account:

also I confirm this issue still persists, let me work on keeping the keynote tree consistent.

Testing now on Revit, see the behavior below:

km_2026