Bluebeam Tip: Implementing Custom Statuses for Enhanced Workflow Management in Bluebeam Revu

In Bluebeam Revu, setting up custom statuses helps streamline your workflow by allowing you to track tasks, markups, and responsibilities with precision and clarity. Whether you’re coordinating with a small team or managing large-scale projects, custom statuses enable everyone to see progress at a glance, reducing confusion and ensuring tasks don’t slip through the cracks. Additionally, focusing on statuses eliminates the need to rely on manual text or color-coding, providing an efficient, centralized approach to project management.

Here’s how you can effectively implement and use custom statuses:

• Start by navigating to the Markups List. Open the “Status” column, select “Manage Status,” and create the statuses you need, such as “Needs Review,” “Approved,” or “In Progress.”
• Assign relevant permissions to each status, if required. This ensures only authorized individuals can modify critical updates, preserving data integrity.
• Encourage your entire team to use these statuses consistently, enabling quick scanning of your project’s markup history and reducing time spent searching for updates.
• Review project status regularly to identify bottlenecks, track pending tasks, and confirm that all items are progressing on schedule. Adjust statuses as necessary to keep stakeholders informed.

Custom statuses also integrate with other Revu features like the Markups List filters, letting you isolate markup types based on their current status. This approach dramatically enhances your project collaboration, as each team member can instantly filter tasks and see precisely what needs their attention. By leveraging these workflows, you’ll optimize communication, reduce errors, and improve accountability across your entire project team.

For additional insight on mastering these features, visit NOVEDGE’s Bluebeam section to explore training resources, product details, best practices. Incorporating custom statuses into your daily operations can significantly expedite processes and maintain project clarity, ensuring that no valuable time or information is lost along the way.

You can find all the Bluebeam products on the NOVEDGE web site at this page.