Workflow Guides

How to Connect Meeting Minutes to Revit

Learn how take meeting minutes that connect to Revit


You attended the meeting last week. You thought you took good notes, but now you’re confused about which room a certain bullet point refers to. 

Now is the time to start taking meeting minutes that connect to Revit.

The Layer Docs text editor lets you tag Revit elements and team members while you type meeting notes. This creates an instant link to click from the meeting minutes to design elements in Revit. 

Here’s how to get started taking effective meeting minutes in Layer:

1. Open Revit with the Layer Revit Add-in
Open Revit and use the Layer Add-in to access Layer. If you haven’t attached your Revit model to Layer, you can use these instructions.

Associate your Layer Doc with a specific Element by creating it within the Element. Layer Docs created within a specific Element will appear in the overall Files list in the Elements Dashboard.

Navigate to Files, select the + button in the lower right corner. Then select the + Create Doc button which will open a new Layer Doc. Using the top navigation bar, give the Layer Doc a name. 

Tip: Need to specify a Layer Doc in the Element form? Just create a Files Field in the Element and attach the Layer Doc to that Field.


3. Type, format, and style text
Type the meeting minutes into Layer, just like in Google Docs or Microsoft Word. The date and time are added automatically. Use the secondary bar of editing tools to format and style the text. 

Tip: There is no need to save the Layer Doc since any changes will save and sync automatically.


4. Tag Elements
Use a # before the Element name to tag an existing Revit element that is linked to Layer. Team Members can now click on the tagged Element within the text to link directly to that specific Element and its location in Revit.

Use a # before the Element name to tag an existing Revit element linked to Layer. Team Members can now click on the tagged Element within the text to link directly to that specific Element and its location in Revit.

You can also tag a Team Member by adding an @ before their name. Tagged Team Members will receive a notification that they have been mentioned. 

Need assistance? A custom construction meeting minutes template? Want help getting your account setup? Just reach out to our friendly support team at help@layer.team!

Layer connects the information you need to Revit to simplify project management.

Layer makes capturing architecture meeting minutes smarter and more efficient. Keep every agenda item and every team member exactly where they need to be: in the context of the building.

Want to see Layer in action?

Get started by using our Architecture Meeting Minutes Template or Schedule a demo

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