So my team and I have explored as much as we can regarding keynote workflows.
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Use Generic Annotation with a number parameter only. Place a text note on the sheet and manually enter notes.
Pros: Most foolproof method, not element hosted, numbering easy to reorder.
Cons: this is the long way of doing it. -
Note Block: basically add a text parameter to the generic annotation and create a legend.
Pros: similar to number 1. not element hosted, renumbering/reordering easy.
Cons: similar to number 1. Instead of typing the note in text note, we type it into the family and create a legend. -
Revit Keynote Tags: In my opinion this would ideally be the way to go. the biggest pet peeve i have seen and read from users on forums and my team members have is the numbering logic.
I assume those who use it know the difference in using “by project” vs “by sheet” so i won’t explain this.
I was wondering, would it be a big effort to try to implement the Note Block style of keynoting into the Manage Keynotes tool?
Instead of a Keynote Tag, it’s a Generic (Keynote) Annotation family.
Instead of the Keynote family Text and Number parameter, it’s a generic Text and Number parameter (possibly a shared parameter).
I believe the biggest advantage here is users has a lot more flexibility with the sequence of keynote numbers on the legend and don’t have to worry about it being hosted to an element, which with Keynote tags, will cause the legend to renumber if using the “by sheet” method.
Just thought I throw that out there. Don’t know if others feel the same or have a different workflow with Note Blocks for Keynotes.