Datum Notesv0.3.0Update →
Redline Extension Tutorial

How to use
Datum Notes for Revit

Everything you need to get from install to first export.

Latest version v0.3.0Release log
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01
Room Navigation

When you open the Redline panel, Datum Notes reads all the rooms in your active Revit model and organises them into tabs across the top — one tab per room. There is also an Unassigned tab for notes that are not tied to a specific space.

Click any room tab to switch to that room’s note list. The number next to the tab name shows how many notes the room has. Rooms are sorted by number by default so they follow the same order as your drawings.

Tip: If a room doesn’t appear, check that it has a Name and a Number parameter set in Revit. Rooms with no number may not show up.
02
Adding Notes

Navigate to the room where the note belongs, then click + Add Note at the bottom of the panel. A dialog will appear with the following fields:

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Note text — the decision, action item, or observation. Be specific; this is what you will search for later.
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Category — choose from Decision, Action Item, Open Question, Observation, or RFI. This drives filtering and export grouping.
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Assignee — who owns it. Type a name or pick from your saved presets. You can manage presets in Settings.
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Status — Open, In Progress, or Resolved. Set it when you add the note and update it as work progresses.

Click Save. The note appears immediately on the room’s card list with a timestamp and your initials.

To edit a note, click the E button on its card. To delete it, click the × button — you’ll be asked to confirm before anything is removed.
03
Categories and Assignment

Categories let you split notes by type so exports and filters make sense at a glance. Use them consistently from the first meeting so the pattern holds across the project.

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Decision — something that was agreed and is final. Date and owner matter.
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Action Item — a task someone needs to complete. Always assign an owner and follow up on status.
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Open Question — something unresolved that needs an answer before the team can move forward.
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Observation — a site condition, coordination flag, or anything worth recording that doesn’t require action yet.
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RFI — a formal request for information that will need to be issued to the contractor or consultant.

Assignee presets save typing time. Go to Settings → Manage Assignee Presets and add the initials or names your team uses. Once saved they appear in the dropdown on every new note.

04
Export

Click Export in the panel toolbar. An options dialog opens with two tabs:

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What to Include — toggle which fields appear in the output: assignee, status, timestamps, category, room name, and notes text. Turn off anything you don’t need for a cleaner document.
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Filters — narrow the export by category, assignee, date range, or sort order. Leave filters blank to export everything.

Click Export. A formatted HTML report opens in your browser — ready to save as PDF or share directly. The file is saved locally alongside your Revit model, named with the project name and date.

PDF tip: Use your browser’s Print → Save as PDF with background graphics enabled for the best result. The export is designed to print cleanly on A4 or letter paper.
05
AI Template

If you recorded a meeting transcript or have notes in another format, the AI Template feature lets you convert them into structured Redline notes in one step.

01
Click AI Template in the toolbar. A dialog shows the template structure with one section per room in your model, plus an UNASSIGNED section for notes with no room.
02
Copy the template, paste it into ChatGPT or your preferred AI tool, then paste in your meeting transcript or raw notes. Ask the AI to fill out the template using the transcript.
03
Copy the AI’s completed template, go back to the Redline panel, and click Import AI Template. Datum Notes will parse the output and create all the notes automatically — sorted into the correct rooms.
Quality tip: The better your transcript, the better the result. Verbatim transcripts from tools like Otter.ai or Teams work well. Speaker-labelled transcripts work best of all — the AI can assign notes to the correct person.
06
Team Export and Import

Datum Notes stores all notes in a JSON file local to your machine. To share notes with a colleague or hand off a project, use the built-in export and import flow:

01
Click Export JSON from the toolbar. This saves a portable .json file with the full note history for the current project.
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Send the file to your colleague however you normally share files — email, Teams, a shared drive, or a project management tool.
03
Your colleague opens the same Revit model, opens the Redline panel, and clicks Import JSON. Their panel is immediately populated with all notes, rooms, and history. Notes added by each person are labelled with their initials.

Import merges with any notes already on the recipient’s machine — it does not overwrite. Duplicate notes (same ID) are skipped automatically.

Coming soon: Direct sync to Datum Notes cloud so your whole team stays in sync without manual file transfers. Get notified when it launches →
07
Version and Updates

The extension pages now surface the current build as v0.3.0. The goal for the in-app tab is the same: show the version near the Datum Notes header so users always know what they are running.

The matching Update button is intended to send users straight to the latest GitHub download page and release notes so there is no guesswork when a new build ships.

Current update path: Use the website release log to confirm the latest version, then download from GitHub.

Ready to get started?

Latest release: v0.3.0. Download the extension for free and have it running in under five minutes.

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