Bluebeam Tip: Markups List Filter Presets for Task-Based Views

Switch tasks without losing focus by using Filter Presets in Bluebeam Revu’s Markups List. Create purpose-built views you can toggle in seconds—perfect for reviews, takeoffs, and closeout.

• Why it matters:
  • Speed: Instantly reveal only the markups you need for the task at hand.
  • Clarity: Reduce noise by hiding unrelated disciplines, users, or statuses.
  • Repeatability: Apply consistent review criteria across projects.

Set up Filter Presets:

• Open the Markups List panel and click the Filter (funnel) icon.
• Define conditions by column (for example, Status, Subject, Author, Layer, Color, Date, Page Label).
• Add multiple rules to narrow results (e.g., Status = Open AND Subject = RFI).
• Save the current configuration as a Preset, give it a clear, task-based name.
• Use the Preset dropdown to switch views as your workflow changes.

Handy Presets to consider:

• Open Items Only: Status = Open or None; hides Accepted/Completed items.
• Discipline Review: Subject contains Architectural/Structural/MEP or Layer by discipline.
• My Work Today: Author = Current User, Date = Today/This Week.
• Estimator View: Subject = Measurements, and Color/Layer for takeoff standards.
• Client Deliverable: Exclude internal notes; include only Clouds, Callouts, and Stamps.

Pro tips:

• Pair presets with well-defined Statuses and Custom Columns for maximum control.
• Use consistent Subjects, Layers, and colors so presets remain reliable across sets.
• Name presets with a prefix (e.g., “QA – Open,” “EST – Takeoff”) for quick recognition.
• Document your team’s preset conventions and share them during onboarding.

Need help standardizing Bluebeam across your team or building role-based presets? Connect with the experts at NOVEDGE for licensing, onboarding, and workflow optimization. Explore Bluebeam solutions at NOVEDGE and elevate your review and takeoff efficiency today.