Bluebeam Tip: Markups List: Create a Live Workflow Dashboard with Status Sets and Custom Columns

Pair Markup Statuses with Custom Columns to turn the Markups List into a live workflow dashboard your whole team can trust.

Set up a clear status workflow:

• Open the Markups List and select the gear icon > Manage Status.
• Create a status set (e.g., Review) with states like Open, In Review, Revise & Resubmit, Approved, Rejected.
• Assign colors to each state and enable Color by Status on the Markups List toolbar for instant visual clarity.
• Export your status set and share it so every project and reviewer uses the same definitions.

Build custom columns for accountability and rollups:

• Gear icon > Manage Columns > Add:
  • Choice: Discipline (Arch, Struct, MEP), Owner/Trade, Priority.
  • Date: Due (for commitments).
  • Number: Qty, Unit Cost.
  • Formula: Amount = Qty * Unit Cost.
• Use locked Choice lists to enforce standards and prevent typos.
• Show built-in columns like Status, Status Date, and Author for audit trails.

Work faster with the Markups List:

• Filter by Status and Due to drive coordination meetings and punchlist burn-downs.
• Sort by Owner/Trade to produce action lists in seconds.
• Multi-select markups, right-click > Set Status to batch update progress.
• Right-click columns to total quantities and costs; export Summaries or CSV/Excel for reporting.
• In Studio Sessions, status changes automatically log user and timestamp for accountability.
• Save columns and statuses in your profile, then export to share across teams and projects.

Pro tips:

• Use concise, unambiguous status names—avoid overlaps like “Complete” vs “Approved.”
• Prefix workflow columns (e.g., WF – Owner, WF – Due) so they stay grouped and easy to scan.
• Keep status colors consistent across jobs to reduce cognitive load.

Need help standardizing your firm-wide setup or training your team? Connect with NOVEDGE for licensing, onboarding, and best-practice guidance. Explore Bluebeam solutions at NOVEDGE.

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