Tagging Materials and Equipment in Your Revit Views Using Custom Symbols and Leaders

Learn how to load custom tags, use leaders, and efficiently label finishes and equipment across multiple Revit views.

Discover the process of adding material and equipment tags to your plan by loading in your material tag, adjusting the associated parameters, and repeating this process in various views. Learn how to utilize the Annotate tab, create symbols, and add leaders to make your plan more comprehensive and informative.

Key Insights

  • The article explains the process of adding material tags to your plan, including loading in the tag from the Insert tab, and activating the view to add the tag through the Annotate tab.
  • Each instance of the added tag will have its own parameters associated, which can be customized according to the requirements. Once added, the tag can be further modified by adding a leader through the Add Leader functionality.
  • The tagging process can be repeated across various views of the plan. In addition to the material tags, equipment tags can also be added for more detailed representation of your plan.

This lesson is a preview from our Revit for Interior Design Course Online (includes software) and Interior Design Professional Course Online (includes software & exam). Enroll in a course for detailed lessons, live instructor support, and project-based training.

Now that we have the dimensions on our plan, we can go in and start adding our material tags and our equipment tags. And so to do that, the first thing I want to do is I want to load in my material tag. This is something that I've provided, but it's something we can easily create.

We're going to take a look at the process for that right now. So let's go to the Insert tab, Load Family, and we'll navigate to your dataset folder. And it's just called Generic Tag.

And I'll click Open. And I'll activate the view here. And what we'll do is add the tag.

And we'll go to the Annotate tab. And this is actually a symbol. And so we can add the tag here.

And what's cool about it is each instance of this is going to have its own parameters associated. And this is the data that we'll input here. And so if I wanted to add one for our wall tile, which we call WT-1, I can just type WT-1.

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You may notice there's no leader or anything like that associated with it. Not a problem. I can click on the tag and I can say Add Leader.

Pops out the leader head there and I can adjust it by giving the tag a leader arrowhead. And I'm going to go with the dot filled 1 16th. See what that looks like.

Looks good to me. And we can use that to tag all of our finishes. And so I can do it again.

And if I hit CS, that's Create Similar. I could use that to add another one. And instead of WT-1, I'll just do W-1 for wood veneer.

Doing Add Leader again. And I'll go ahead and tag the wood veneer here. And then I can do the same thing.

And you can, if you select an object, say like this tag here, I could hold down control and drag and it'll make a copy for me. And for this one, I'm going to go ahead and allow the leader to be to the side. And this will be B-1 for our base.

All right, now that I've got the cabinet tagged here, I'm going to go ahead and grab the countertop as well. And for this one, we can do this a couple different ways, but I'm just going to go ahead and use that control trick again, slide it over, and then I'll go ahead and put the dot on the countertop. And we'll call this ST-1.

And this is going to be like a stone type countertop. And so we've got some tags in here. And then we can go ahead and repeat the process in our other view.

And doing that same thing where we go to Annotate, Symbol, drop it in here. It's already set to Wall Tile 1 because that was the last time we used it. And I can go ahead and set that one, do the same thing for the wood veneer.

And then the same thing for our stone tile, or our stone countertop. Could be a tile or a solid piece, probably a solid piece in this case. And there we go.

Got our finishes tagged on these two views. And we can go through and repeat that process on our other views. And then we'll take a look at what we can do on our finish plan as well.

photo of Richard Hess

Richard Hess

Richard Hess is an accomplished designer with over 23 years’ expertise in architecture, interior, and furniture design. He obtained his Bachelor’s Degrees in Architecture and Interior Architecture from Auburn University before pursuing a Master of Architecture at NewSchool of Architecture & Design, where he graduated top of his class. Currently, Richard serves as the Director of Career Services at his alma mater, while teaching thesis and portfolio courses, equipping graduates for careers in the ever-evolving field of architecture and interior design.

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