& Construction
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Integrated BIM tools, including Revit, AutoCAD, and Civil 3D
& Manufacturing
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Professional CAD/CAM tools built on Inventor and AutoCAD
Transcript
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[MUSIC PLAYING]
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BRYSON ANDERSON: Autodesk Accelerators
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are designed to help your team stay ahead
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of the curve with the latest workflows.
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These include Ondemand courses, pre-recorded coaching,
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as well as live coaching.
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To see the full list of topics, visit the Customer Success Hub.
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Take a moment to read over the safe harbor statement.
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This is a reminder that we may make statements
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about future developments.
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These are not intended to be a guarantee,
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but reflect our current expectations and assumptions.
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Before we get started, let me introduce myself.
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My name is Bryson Anderson.
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I'm based out of Utah.
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Been in the IT industry for about 14 years now,
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the last 10 years in the AEC marketplace,
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working with firms in all aspects of their IT,
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including data management and collaboration for Autodesk
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workflows.
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Welcome to the Autodesk Accelerator.
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Comment On and Markup designs using BIM Collaborate or BIM
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Collaborate Pro.
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The objectives for this accelerator
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is to learn how to create markups, how to create issues,
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how to understand how to review issues and markups,
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understand the relationship between work
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in progress and package issues, understand
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how to use issues and markups to communicate with teams.
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Let's take a look at the workflow for this topic.
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We're first going to open a file in Docs to review and markup.
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Then we're going to create some markups,
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both private and public.
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We're going to place an issue for review.
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Review those issues and markups.
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Add additional markups and issues.
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And then when we're done, we'll go ahead and close that issue
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out when it's resolved.
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Let's start by looking at creating markups.
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This is going to be the first step in our workflow.
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Markups can help communicate updates changes
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in critical information.
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The markups toolbar in Docs offers a variety of tools
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to enhance communication.
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To create markups, the first thing we need to do
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is open something in Autodesk Docs.
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When we open it in the Viewer, we'll
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be presented with some tools.
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What we see here on the right hand side
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is some different tools based on the type
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of drawing that we have.
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So we've got some 3D tools as well as some 2D markup tools.
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Depending on whether you're in a 2D file or a 2D view
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or a 3D file or view, you'll be presented
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with some different tools.
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As you switch back and forth between 2D and 3D,
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you'll see the tool set here on the right hand side change,
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and you'll have different tools based
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on what you're looking at.
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These are 2D markup tools.
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We have a select tool, pen and highlighter tools, arrow line,
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square, circle, cross, some simple shapes,
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as well as text box, clouds, call outs, polygons
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and polylines.
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We also have some feature markup tools.
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We've got the issue placement tool, which
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we'll look at later, a measurement tool that's
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it's calibrated based on some known distances between two
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points.
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So when you first get into a drawing,
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you'll want to calibrate that before you
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take some measurements.
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You can measure both lines as well as area.
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You'll also have some markup style tools
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at the very bottom, tools to change border as well
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as fill colors.
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If you want to change styles on multiple items,
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you hold down the Shift key, and then click each of the markups.
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You can then select the color of the border or the fill
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that you want on multiple items.
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Once you've created a markup, you
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can modify it by simply clicking on it.
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Once you click on a markup, you'll
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see this window here pop up.
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This is our edit markup window where we have some more tools.
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Things such as border color, opacity, thickness, the fill
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color, the fill opacity.
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Those can all be edited by clicking
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on an individual markup.
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Here on the same window, we also have the Publish and Delete
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button, which are also available by clicking on the markup
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just like we did to edit this.
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We also have the ability to duplicate.
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So if we want to duplicate a markup item,
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we can simply just click on it and click Duplicate.
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Same thing for delete, we can click on it.
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Click Delete here.
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Or like we saw in the last window
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on that pane that pops up, we could click Delete
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there as well.
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There's also a Publish button.
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This Publish button will either publish or unpublished based
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on the current status.
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What that does is makes it so that either only
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you can see the markup or everyone can see the markup.
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Once you publish it out, anybody can see that markup.
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If you've got it still set to private,
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then only you can see that markup.
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As you're creating markups everything
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is going to be created as a personal markup
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until you publish it out.
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There are also a number of shortcuts
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that you can see here on the right hand side
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as you're creating markups.
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Things like Shift A to create an arrow,
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Shift C to create a cloud or Control D
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to duplicate or the Delete button to delete.
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Utilizing these shortcuts can help you save a lot of time
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if you're creating a lot of markups at once.
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So let's also talk about markup permissions.
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In order to do markups, you need to have proper permissions
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on that folder where the file exists.
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So as you can see in this table, whether you have view,
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create or edit and manage permissions,
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we'll dictate what you'll be able to do with markups.
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Whether you'll be able to create them, delete them, edit yours,
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edit others, all of that is based on the permission
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you have to the folder where the file that you're marking up
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resides.
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So let's take a look at creating these markups
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and let's jump over to the demo.
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Markups help members across a project
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communicate updates, changes and critical information.
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The markups toolbar in Docs offers a variety of tools
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to enhance communication.
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Markups are created in the web viewer when viewing a file.
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So let's go ahead and open this Revit model
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and take a look at some of our markup tools.
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So you'll notice here, this is our markups toolbar.
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We're in a 3D view right now and we don't have a lot of tools.
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We've got the issues, which is a special type of markup which
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we'll talk about later, and then the selection tool.
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But if we were to switch over to a 2D view here,
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we'll have a much larger selection of markup tools.
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So depending on whether you're in a 3D view or a 2D view,
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you'll have different markup tools.
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The majority of your markup tools exist in 2D views.
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In 3D views, we have some specialized type-like issues.
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So let's go ahead and look at these different markup
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tools we have in a 2D format.
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Starting at the top here, we have our select tool,
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whether we want to select by clicking
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or if we want to use this to draw a box
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and select multiple things at once.
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We also have our pen and highlighter tools.
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We have some simple shape tools, arrows, lines, circles, x,
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square, et cetera.
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We have a text tool.
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We have a cloud tool, a call out tool, a polygon tool.
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And then these are our specialized tools, issues,
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and our measurement tool.
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And then we have some tools to change up kind of the look
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and feel of those markups, border colors, fill colors,
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things like that.
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Let's create a couple of markups.
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We'll start here with the cloud tool.
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We simply just click and drag to make a cloud.
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Same thing with a call out.
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We just click and drag to do a call out.
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The polygon tool is going to let us draw
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the shape that we want to do.
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We can also add text.
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So if we add some text, we can create text items.
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And there we have some markups thrown out.
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Now let's look at editing these markups.
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To edit a markup, just simply click on it.
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That's where this selection tool comes in handy.
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If we come to this, we can actually
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select multiple at a time.
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Let's jump out of that and just edit one at a time.
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If we grab this cloud here, you'll
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notice we have an Edit button, Duplicate, Publish and Delete.
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So whether we want to just go ahead and delete the markup
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or if we want to edit it brings up this edit tool over here
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on the right hand side that gives us things like border
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color, opacity, thickness.
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Duplicate-- we can duplicate it, get the same object or publish.
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So when we're creating markups, only we
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can see our markups until we hit publish on them.
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Once we publish them, then they're published
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and everybody can view them.
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Looking over here at our details window,
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we also have the Publish and Delete button over here.
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But we can go ahead and change some of the colors.
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So if we want to change it to a blue cloud,
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whether we want it to have some opacity, the thickness
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of the borders we can change, fill colors.
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All of that can be changed right here on that right hand side.
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Same thing goes for, like, a text item.
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You'll notice, if we click on a text item,
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then we have font size, text color.
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All that ability we get by just clicking on it.
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And if this Edit window is closed,
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we just click the Edit button, it opens that Edit window,
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and we can change those settings.
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We can also add reference links.
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So if we want to reference something
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to one of our markups on this links tabs here,
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we can hit Add references.
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It's going to bring up our list of files.
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And we can go reference a file.
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So maybe it's a PDF that we're going to be referencing.
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We can go reference whatever we want so that this markup is
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referenced to something.
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Let's go ahead and close this reference window out.
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A couple of tools here across the bottom.
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So as we're creating, if we're creating a--
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say, a cloud here, we can change the color that the cloud is.
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We can also change the fill color
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so that as we're creating, it creates it the way we want.
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We can always then go edit it afterwards.
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Bring up our details pane here and edit those things
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afterwards.
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But if we want to do it on the fly,
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we can change the border color as well as the fill color
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right here at the bottom.
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The rest of those settings will edit afterwards
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by simply clicking on them.
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Let's look at our specialized tools here.
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So we have this measure tool, but before we can do it,
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we need to calibrate the tool.
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So we need to pick some points where
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we have a known measurement so that we
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can tell the system what that measurement is and it
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can calibrate off of that.
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So let's switch to something that has something
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we can calibrate off of.
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So we could come into here and we could say,
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OK, we know that this right here is 11 feet,
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so let's calibrate from right here to right here.
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And we know that is 11.
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Decimal feet should be fine.
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Set a precision.
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And now we've published out that calibration so
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that when we come to measure, we can just simply
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click on the measure tool.
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We now have the measure tools available to us
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and we could come in and say, OK, what is this measurement?
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And if we come to where we were, we should be pretty close.
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This is a rough measurement tool.
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The closer you calibrate it, the better it's going to be.
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But again, this gives you kind of a rough measurement
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for if you don't have the size of something labeled
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or you want to measure across something,
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you can do that here with this measure tool.
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The other specialized tool we have
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is the issues tool which we're going to go ahead and take
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a look at next.
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Now that we've looked at creating markups,
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let's look at creating issues.
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So before we start creating issues,
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let's set up some custom properties
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so that we can create issues based on our needs.
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This is going to be the second step in our workflow.
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Issues have some default attributes.
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You'll see them down here, title, status, type,
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description, et cetera.
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You can also create custom attributes
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by creating custom fields.
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Let's look at changing some of the existing settings
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as well as creating some of those custom fields.
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So to make these modifications in Autodesk Docs,
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we go to the Issues tab and then click on the Settings button
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here.
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And we can select what we want to modify.
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Types, custom fields, permissions, root causes.
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Once we click on one of those, it
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will take us here to this window where we can then
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see these tabs, types, custom fields, permissions,
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root causes, and flip between those here.
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So let's start by looking at types.
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So types have some existing default values.
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Those cannot be deleted, but if you don't want to use them,
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you don't want them to be available for people to use,
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you can always deactivate them.
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You can also add your own existing types.
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If you just click on the Create and then Type,
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you'll then see the Edit window where you can give it a title,
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set the status and add other details to it.
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So you can create both categories as well as types.
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A category could be a grouping of different types.
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So for example, the category of design
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has things like building code, client feedback, existing
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condition, different types that we
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can assign to that issue just to give some feedback to whoever's
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looking at the issue as to what the issue is about.
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So we can create those right here
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on the types, both categories and types.
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We can also create custom fields.
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So if we click on the custom fields tab here,
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we can use this to gather any number of data points
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that we want to grab.
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So we can do dropdowns, numeric, paragraph or text.
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We create a custom field by clicking that blue Create
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custom field button and it will pop up this window here
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where we give it a title.
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The field type that we looked at here, what type of information
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we want to gather, as well as description.
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Depending on the field type, there
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could be some other modification settings.
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Once we're done, we just click Create,
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and we've created a custom field.
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We can also edit and add to root causes.
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So just like types, the root causes
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has both categories as well as causes.
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So for example here, we've got several different causes,
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constructability, design coordination,
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design deficiency, all under the category of coordination.
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Just like with types, there are default values that cannot be
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deleted, but you can deactivate them.
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You can also create your own.
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Lastly, let's look at permissions.
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Permissions can be set by role, by individual member,
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or by company.
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These permissions let you set up who can create them
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and who they can create issues for.
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This permissions matrix breaks down
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those for different permission levels.
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This table is a good reference to have for later
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as you're looking at setting these permissions up.
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So let's jump over now to the demo.
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Before your team begins creating issues,
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you should configure the issue settings
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so that issues created are accurate and consistent.
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There's quite a bit of metadata behind issues
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and there's a lot of out of the box settings
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that can be changed and modified to meet your specific needs.
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So let's go ahead on the Issues tab of Autodesk Docs,
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under Settings here, let's go look at our custom
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settings for issues.
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We're going to want to configure these before we
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get started creating issues.
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The first tab here is types.
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So you'll notice, we have quite a few--
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commissioning, coordinate, design.
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We've got quite a few different categories and types here.
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And you'll notice there's a little lock symbol next
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to them, telling us that we cannot delete them.
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So all out-of-the-box ones cannot be deleted,
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but we can set them as inactive so they can't be used.
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If we set a category to inactive,
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all of the types underneath that category
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are not able to be used when you create an issue.
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Along with setting them active or inactive,
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we can also make changes to the out-of-the-box environment
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by adding issue types or custom fields.
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We can also create our own.
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Let's look at doing that.
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So if we come up here, we have both categories and types.
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So when we first create an issue,
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it's going to have us give it a category and type.
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This just gives us some information
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about what the issue is about, kind of
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helps us identify whether it's an issue with quality or safety
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or design.
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Let's go ahead and create a new category.
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We're going to give the category a title.
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We'll call this one, aesthetics.
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Notice, we can't set it to active yet
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until we add some issue types.
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So we need to add at least one issue type.
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We'll call this interior issues or exterior aesthetic issues.
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We can also add custom fields.
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So if we want to add something else to it, we can.
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Once we have those issue types, we can now set it active.
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We hit Create.
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And there we have a new category with some new types.
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And since we created this one, we can delete it if we want to.
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Let's look next at custom fields.
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So if we jump over to the custom fields section here,
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we can create click Create Custom Field.
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We can create whatever we want.
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So whatever data that we want to capture, we can do that here.
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So maybe we want to do--
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capture something about severity.
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And we'll do a dropdown list.
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We have dropdown list, numeric, paragraph, text.
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We have all kinds of different field types that we can put in.
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Let's add some options.
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We could do like a low, medium and high.
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And now we have a custom field for severity
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that gives us a drop down for low, medium, high.
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So we can capture any data we want by creating these custom
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fields.
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Let's jump over next to permissions.
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You'll see all the default permissions here.
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So these are role-based permissions.
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So for example, an admin can manage member permissions.
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For any one of these, we can hit this dropdown and change.
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Whether we want the ability to manage issues, create
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for other companies, create for my company,
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we can do that by role here, or we can also
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add permissions and do it by member, role or company.
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So if we want certain peoples within a company
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or certain members to be able to do things with issues,
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we can set that here.
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So for example, if we say we want Shawn here
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to be able to create issues for other companies,
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but you'll notice we get this pop
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up saying that the member belongs to a roller company
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with higher level permissions.
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I see this happen quite a bit here
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when people try to change permissions.
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Shawn has assigned the project manager
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role, which we can see here, project manager
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already has manage issues.
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We can't reduce the level by adding a individual user
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explicitly and giving them less roles.
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Whatever that highest level of role is
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is what they're going to have.
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So it's not going to let us do this.
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But if we wanted to add someone who was not,
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for example, this user, and we want
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to give them, say, manage permissions,
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we can then add this user to have manage permissions.
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And the last tab here is root causes.
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So root causes is similar to types
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where we create a category and then underneath that category,
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we have root causes.
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And you'll notice we also have these out-of-the-box ones.
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So this one's coordination.
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And then we have root causes, constructability,
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design coordination, et cetera, underneath.
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And just like on the types, we can set them to inactive,
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but we cannot delete them.
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We can add other root causes or we can create our own.
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We would fill out that title at our root causes and create.
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These issue settings allow us to customize
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the issues tool to meet our exact project needs.
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So we can come in here, set these fields up, set our types,
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our root causes, permission this out the way we want,
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so that we can operate issues the way we
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want them to work for us.
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Now that we've got those custom properties set up,
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let's look at creating issues, the third step here
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in our workflow.
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So issues can be created in a number of places.
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The first is on the Issues tab when you're
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logged into Autodesk Docs.
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If you go to the Issues tab, you can create an issue.
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Issues created here don't necessarily
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have to be attached to an individual file.
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So this is a great place to create issues
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for non-file-related issues.
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You'll also see a list here of all the issues
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that you have access to.
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So once we click that Create an Issue button,
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we'll see this Create Issue dialog
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box where we've got a number of fields to fill out.
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So we need to give it a title, the status, the type,
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that's something that we set earlier
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in that custom properties.
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So we'll select that type here, give it a description.
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And then we need to assign it to somebody, whether that be
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a member, a role or a company.
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As we add people to that Assigned to,
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they'll also be added to Watchers.
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So Watchers is a place where we can also add people.
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If we don't want to assign them the issue
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but we want them to be notified that the issues going on,
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we can add them to the Watchers list.
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The Watchers list is essentially who
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should be notified about this issue after it's created.
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So a few more details there.
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Location, the location details, the due date, start date
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and that root cause that we looked
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at creating earlier as well.
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Once you've got that all filled out, go ahead and click Create,
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and the issue will be created.
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So we can also create issues when
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we're viewing something in Autodesk
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Docs on that markups toolbar.
20:05
We had that special icon here for creating an issue.
20:09
If you click that button, what we're looking at here
20:11
is in a 3D view of a window.
20:13
If you click the Issues button, it'll
20:15
have you drop a pin so you can Zoom in on the drawing
20:17
where you want to drop that pin to give whoever it is
20:20
that you're sending the issue to, some context to what you're
20:22
talking about.
20:23
You drop that pin and then you select the type.
20:27
Once you do that, it's going to bring up that same edit window.
20:31
Just like we did before, we'll fill all this information
20:34
out, who we want to assign it, to who the watchers will be,
20:37
the start and due dates.
20:39
We can also add some comments.
20:41
By dropping that pin, we've already created the issue.
20:43
So as we're modifying settings, we're
20:45
simply just modifying settings.
20:46
So you'll notice there's not a Create.
20:48
It's already created.
20:49
We just click out of it and continue on.
20:51
So along with the Issues toolbar we had on Autodesk Docs,
20:54
if you're using Design Collaboration,
20:56
you also have a little bit more issue context
20:59
based on packages.
21:01
So you'll see here, we're on the design collaboration
21:03
module on the Issues tab, and we'll see all team issues,
21:08
all team work-in-progress issues, as well as
21:10
team package issues.
21:11
So if you're viewing a package that someone has created
21:14
and you create issues inside of that package,
21:16
you can distinguish between the two
21:18
here whether they are work-in-progress issues
21:20
or issues specifically created on that team package.
21:25
Now that we've looked at creating issues,
21:26
let's look at reviewing them, modifying and closing them out.
21:30
This is going to be the final step in our workflow.
21:33
When we set that issue up, if you remember we set up
21:36
watchers, watchers are people that
21:38
will be notified that the issue is created.
21:40
So once we create that issue, a notification email
21:43
will be sent out.
21:44
Here's an example of a notification email
21:46
here, giving some of that information.
21:47
They can click View Issue and it will take them out
21:50
to our Autodesk Docs.
21:52
If we're already in Autodesk Docs,
21:53
we can also go to the Issues tab,
21:55
and you'll see a running list of all the issues
21:57
that you have access to.
21:58
By simply clicking on any one of those issues,
22:00
you'll see the details there in that right hand pane.
22:03
You can also make modifications to that issue
22:05
based on your permissions right there in that pane as well.
22:08
If the issue is placed on drawing,
22:10
we can also click on the placement
22:12
and go out to where the actual pin was dropped
22:14
to get some of that context.
22:17
As you're working through the issue,
22:19
you have different statuses.
22:20
By default, are set to open.
22:22
You can also set have them to pending and in review.
22:24
Once you are finished with the issue
22:26
and ready to close it out, you can set it to close.
22:30
A quick recap of where issues are visible.
22:32
Whether we're using Design Collaboration or Docs,
22:35
all issues, regardless of where they're created,
22:37
are going to show up on that issues tab inside of Docs.
22:40
If we're using that design collaboration module,
22:42
the team work in progress issues is
22:44
going to show us all issues created either
22:46
on the Issues tab of Autodesk Docs or while viewing files.
22:50
If we go to the team package issues,
22:52
it's going to show us issues that were created
22:55
from within that package.
22:56
And then all team issues are going
22:58
to show us issues across any package within that team.
23:02
So let's jump over and take a look at the demo
23:04
on reviewing, modifying and closing issues.
23:09
Create issues to track work, resolve problems
23:11
and prevent delays.
23:12
You can create issues on the web or on Android or iOS devices,
23:16
assign them to team members and track their progress.
23:18
So let's look at that Issues tool here.
23:21
We're in Docs on the Issues tab.
23:23
Any issues that we have access are going to be listed here.
23:26
We can also create an issue by simply clicking this Create
23:29
Issue.
23:30
We can also create issues on files
23:32
as we're viewing them in the cloud.
23:34
So let's look first at creating an issue here.
23:36
This issue does not necessarily have
23:38
to be referenced to a file or document of any kind.
23:40
This can be whatever issue we want.
23:42
The process will be very similar when we're in a file.
23:45
But let's start here.
23:47
So we need to go ahead and fill out this issue.
23:50
OK, I've filled in all the information here,
23:53
but let's go through and talk about it.
23:54
So we need to first give it a title.
23:56
For this, I gave it the title, the window sizes
23:58
need to be updated.
23:60
This is an open issue.
24:02
If you remember, we set these types.
24:04
We're able to configure these to whatever we want them to be.
24:06
These are those categories and types.
24:09
On this one, I set it to a design requirement change,
24:13
gave it a description, and then I assigned it somebody.
24:16
I can assign to either a person, a role or a company.
24:19
This gives it someone to attach it to address the issue.
24:24
Watchers-- what watchers is is basically
24:26
who should be notified about this issue.
24:28
So automatically, when you assign it to someone,
24:31
they're put on the watchers list.
24:32
We could also add somebody else.
24:34
So if we want to add a project manager, somebody
24:36
who needs to be aware of the issue,
24:38
but not necessarily take any action on there,
24:40
we can add them as watchers.
24:41
That way, they'll be notified about it.
24:43
We can set a location, location details.
24:45
Another important thing is a start and due date.
24:48
So we'll say go ahead and start it today and have it wrapped up
24:52
by Friday.
24:53
And then those root causes, again,
24:55
that was something that we could configure.
24:57
We set ourselves a root cause and then we click Create.
25:01
What this is going to do, it's going to create that issue.
25:04
And now, anyone who is listed as a watcher
25:07
is going to get an email alert saying there is a new issue
25:11
and address it.
25:12
Let's look at that email.
25:16
Anybody that's still on that watchers list
25:18
is going to get this email here.
25:20
The email has a link to go click that--
25:22
to click to go view that issue.
25:24
Or they can always come here to the Issues tab in Docs
25:26
and see it right here.
25:28
Clicking on an issue is going to give us all that information.
25:31
We can come through, modify any of those settings
25:33
if we need to at any time.
25:34
As people go through and make changes,
25:36
there's an activity log.
25:37
So it's going to show us when it was created
25:40
as things are added to it.
25:41
Things like comments, if we reference other files,
25:43
that's all going to be listed right here on that activity
25:46
log.
25:48
Once someone's addressed that issue,
25:50
they can come here, put a comment,
25:52
reference the file that they fixed, whatever it is.
25:55
And then we can also change the status.
25:57
So whether it's something that's pending
25:59
or in review or maybe we finished all the way out,
26:01
we can say closed.
26:02
And this one will say we did all those updates
26:05
and we'll go ahead and close this out.
26:07
We add that comment back.
26:11
We can hit Submit.
26:13
And this issue has now been closed out.
26:17
If we go back and look at that activity log,
26:19
we're going to see that supported here.
26:20
Status was changed.
26:22
Comment was added.
26:23
We also are going to be notified, all of the watchers
26:26
will be notified that the issue was closed.
26:31
So along with creating issues here on the Issues tab,
26:34
we can also open a file.
26:37
Let's jump into this architectural file here.
26:42
And on our Markups tab, we have that Issues button
26:45
that we can click to start creating an issue.
26:48
So the first thing it's going to have us do
26:49
is select an issue type.
26:52
We'll just select something here.
26:54
And when we're doing this on a file,
26:56
it actually has us drop a marker.
26:58
So whatever it is that we're specifically addressing,
27:00
we can go drop that marker on that.
27:02
I'm just kind of drop it on that corner there.
27:04
And then we'll go ahead and we'll fill those details out
27:06
just like we did when we were creating the issue earlier.
27:09
I went ahead and filled some information out here.
27:12
So once we have that filled out, we
27:15
can just click out of that issues tab, close that out.
27:19
And if we come over here to our issues,
27:21
it's going to list any issues.
27:22
This issue already existed on this file.
27:24
This is the one we just created.
27:26
So that when someone comes to view this issue--
27:29
let's just snap out of that view-- and they come
27:31
and click on your issue, it's going to zoom that window in
27:34
right back where you were, show that dot
27:36
sitting right there on the spot where you dropped the marker.
27:39
So we get a little bit more reference
27:41
into what's going on with our issue by doing it here.
27:43
It's going to link this file, link that spot in the file.
27:46
When anyone comes to look at this issue,
27:48
it'll take them right here.
27:49
Gives them some context around that issue.
27:52
Modifications to the issue can be made right here
27:54
or you can jump out of the file and go back to the Issues tab,
27:58
and you'll see a running list of all the issues there as well.
28:01
So here's that issue we just created.
28:03
We'll notice it's placed on this file.
28:05
If we come into it, we see all that information
28:08
like we're used to.
28:09
Under placement, if we click on this,
28:12
it's going to take us right to where we were and snap us
28:16
right back to where we were to give us that context.
28:18
Through here or the Issues window,
28:20
we can also delete the issue.
28:22
So if we don't need the issue any longer, we can delete it.
28:24
There's also this Publish, Unpublish here.
28:27
So by default, an issue is published,
28:30
meaning that anyone with correct permissions can see it.
28:32
We can also unpublish it so that only the creator and the person
28:36
it's assigned to can see that.
28:38
So it gives us a little bit more control
28:40
and divisibility of that issue.
28:43
Jumping back to the Issues tab.
28:45
At any time, we can export issue details
28:48
when you click this export all.
28:49
And either do a detail or a summary report
28:52
to PDF or to Excel.
28:54
We'll go ahead and click Export and it'll
28:56
begin generating that.
28:58
When it's complete, it'll tell you it's done
28:60
and give you a download link to download that.
29:02
Here's what that issue summary looks like.
29:05
So it's going to give us information
29:06
about when it was created, who it was created by,
29:09
all the detail surrounding it.
29:11
We can always kick these reports out at any time.
29:14
Once we get a long list and have many, many issues,
29:17
we can also sort for issues.
29:20
So if we need to come here and search,
29:21
we can search for a specific issue.
29:23
Or there's a filter tool where we can come in here
29:26
and filter down to find the exact issues that we
29:28
want to find.
29:30
Utilizing the issues and markup tools we've looked at
29:33
can help increase communication and track
29:34
progress in your project.
29:36
And with that, thank you for joining this Autodesk
29:38
Accelerator.
29:39
There's some additional resources
29:40
available to you on the customer Success Hub,
29:43
customersuccess.autodesk.com.
29:45
There's more courses, learning paths,
29:47
recorded coaching sessions, some more live coaching topics.
29:50
There's similar topics to this as well as
29:52
topics across the entire Autodesk platform.
29:55
That's all available to you on the customer Success Hub,
29:57
so go check it out.
29:58
And with that, thanks for joining the session.
30:00
And have a fantastic day.
00:00
[MUSIC PLAYING]
00:11
BRYSON ANDERSON: Autodesk Accelerators
00:12
are designed to help your team stay ahead
00:14
of the curve with the latest workflows.
00:15
These include Ondemand courses, pre-recorded coaching,
00:18
as well as live coaching.
00:20
To see the full list of topics, visit the Customer Success Hub.
00:25
Take a moment to read over the safe harbor statement.
00:28
This is a reminder that we may make statements
00:29
about future developments.
00:31
These are not intended to be a guarantee,
00:32
but reflect our current expectations and assumptions.
00:37
Before we get started, let me introduce myself.
00:40
My name is Bryson Anderson.
00:41
I'm based out of Utah.
00:42
Been in the IT industry for about 14 years now,
00:45
the last 10 years in the AEC marketplace,
00:47
working with firms in all aspects of their IT,
00:50
including data management and collaboration for Autodesk
00:52
workflows.
00:55
Welcome to the Autodesk Accelerator.
00:56
Comment On and Markup designs using BIM Collaborate or BIM
00:59
Collaborate Pro.
01:03
The objectives for this accelerator
01:05
is to learn how to create markups, how to create issues,
01:08
how to understand how to review issues and markups,
01:11
understand the relationship between work
01:12
in progress and package issues, understand
01:15
how to use issues and markups to communicate with teams.
01:18
Let's take a look at the workflow for this topic.
01:20
We're first going to open a file in Docs to review and markup.
01:23
Then we're going to create some markups,
01:25
both private and public.
01:26
We're going to place an issue for review.
01:28
Review those issues and markups.
01:30
Add additional markups and issues.
01:32
And then when we're done, we'll go ahead and close that issue
01:35
out when it's resolved.
01:38
Let's start by looking at creating markups.
01:40
This is going to be the first step in our workflow.
01:43
Markups can help communicate updates changes
01:46
in critical information.
01:47
The markups toolbar in Docs offers a variety of tools
01:49
to enhance communication.
01:51
To create markups, the first thing we need to do
01:53
is open something in Autodesk Docs.
01:55
When we open it in the Viewer, we'll
01:57
be presented with some tools.
01:59
What we see here on the right hand side
02:00
is some different tools based on the type
02:02
of drawing that we have.
02:04
So we've got some 3D tools as well as some 2D markup tools.
02:07
Depending on whether you're in a 2D file or a 2D view
02:10
or a 3D file or view, you'll be presented
02:13
with some different tools.
02:15
As you switch back and forth between 2D and 3D,
02:17
you'll see the tool set here on the right hand side change,
02:20
and you'll have different tools based
02:21
on what you're looking at.
02:24
These are 2D markup tools.
02:26
We have a select tool, pen and highlighter tools, arrow line,
02:30
square, circle, cross, some simple shapes,
02:32
as well as text box, clouds, call outs, polygons
02:37
and polylines.
02:38
We also have some feature markup tools.
02:40
We've got the issue placement tool, which
02:42
we'll look at later, a measurement tool that's
02:44
it's calibrated based on some known distances between two
02:47
points.
02:48
So when you first get into a drawing,
02:49
you'll want to calibrate that before you
02:51
take some measurements.
02:52
You can measure both lines as well as area.
02:55
You'll also have some markup style tools
02:57
at the very bottom, tools to change border as well
02:59
as fill colors.
03:01
If you want to change styles on multiple items,
03:03
you hold down the Shift key, and then click each of the markups.
03:06
You can then select the color of the border or the fill
03:09
that you want on multiple items.
03:12
Once you've created a markup, you
03:13
can modify it by simply clicking on it.
03:15
Once you click on a markup, you'll
03:17
see this window here pop up.
03:18
This is our edit markup window where we have some more tools.
03:22
Things such as border color, opacity, thickness, the fill
03:26
color, the fill opacity.
03:27
Those can all be edited by clicking
03:29
on an individual markup.
03:31
Here on the same window, we also have the Publish and Delete
03:35
button, which are also available by clicking on the markup
03:37
just like we did to edit this.
03:40
We also have the ability to duplicate.
03:42
So if we want to duplicate a markup item,
03:44
we can simply just click on it and click Duplicate.
03:47
Same thing for delete, we can click on it.
03:49
Click Delete here.
03:50
Or like we saw in the last window
03:51
on that pane that pops up, we could click Delete
03:53
there as well.
03:55
There's also a Publish button.
03:56
This Publish button will either publish or unpublished based
03:59
on the current status.
03:60
What that does is makes it so that either only
04:02
you can see the markup or everyone can see the markup.
04:05
Once you publish it out, anybody can see that markup.
04:08
If you've got it still set to private,
04:10
then only you can see that markup.
04:12
As you're creating markups everything
04:14
is going to be created as a personal markup
04:16
until you publish it out.
04:19
There are also a number of shortcuts
04:21
that you can see here on the right hand side
04:23
as you're creating markups.
04:25
Things like Shift A to create an arrow,
04:27
Shift C to create a cloud or Control D
04:30
to duplicate or the Delete button to delete.
04:33
Utilizing these shortcuts can help you save a lot of time
04:36
if you're creating a lot of markups at once.
04:39
So let's also talk about markup permissions.
04:41
In order to do markups, you need to have proper permissions
04:44
on that folder where the file exists.
04:47
So as you can see in this table, whether you have view,
04:49
create or edit and manage permissions,
04:51
we'll dictate what you'll be able to do with markups.
04:53
Whether you'll be able to create them, delete them, edit yours,
04:57
edit others, all of that is based on the permission
04:59
you have to the folder where the file that you're marking up
05:02
resides.
05:03
So let's take a look at creating these markups
05:06
and let's jump over to the demo.
05:09
Markups help members across a project
05:11
communicate updates, changes and critical information.
05:14
The markups toolbar in Docs offers a variety of tools
05:16
to enhance communication.
05:18
Markups are created in the web viewer when viewing a file.
05:21
So let's go ahead and open this Revit model
05:23
and take a look at some of our markup tools.
05:27
So you'll notice here, this is our markups toolbar.
05:30
We're in a 3D view right now and we don't have a lot of tools.
05:33
We've got the issues, which is a special type of markup which
05:36
we'll talk about later, and then the selection tool.
05:39
But if we were to switch over to a 2D view here,
05:43
we'll have a much larger selection of markup tools.
05:46
So depending on whether you're in a 3D view or a 2D view,
05:49
you'll have different markup tools.
05:51
The majority of your markup tools exist in 2D views.
05:54
In 3D views, we have some specialized type-like issues.
05:57
So let's go ahead and look at these different markup
05:59
tools we have in a 2D format.
06:02
Starting at the top here, we have our select tool,
06:05
whether we want to select by clicking
06:07
or if we want to use this to draw a box
06:09
and select multiple things at once.
06:11
We also have our pen and highlighter tools.
06:13
We have some simple shape tools, arrows, lines, circles, x,
06:18
square, et cetera.
06:19
We have a text tool.
06:21
We have a cloud tool, a call out tool, a polygon tool.
06:28
And then these are our specialized tools, issues,
06:31
and our measurement tool.
06:33
And then we have some tools to change up kind of the look
06:36
and feel of those markups, border colors, fill colors,
06:40
things like that.
06:43
Let's create a couple of markups.
06:46
We'll start here with the cloud tool.
06:49
We simply just click and drag to make a cloud.
06:51
Same thing with a call out.
06:52
We just click and drag to do a call out.
06:56
The polygon tool is going to let us draw
06:60
the shape that we want to do.
07:01
We can also add text.
07:03
So if we add some text, we can create text items.
07:08
And there we have some markups thrown out.
07:10
Now let's look at editing these markups.
07:12
To edit a markup, just simply click on it.
07:14
That's where this selection tool comes in handy.
07:17
If we come to this, we can actually
07:18
select multiple at a time.
07:22
Let's jump out of that and just edit one at a time.
07:25
If we grab this cloud here, you'll
07:27
notice we have an Edit button, Duplicate, Publish and Delete.
07:32
So whether we want to just go ahead and delete the markup
07:35
or if we want to edit it brings up this edit tool over here
07:40
on the right hand side that gives us things like border
07:43
color, opacity, thickness.
07:45
Duplicate-- we can duplicate it, get the same object or publish.
07:49
So when we're creating markups, only we
07:51
can see our markups until we hit publish on them.
07:53
Once we publish them, then they're published
07:55
and everybody can view them.
07:57
Looking over here at our details window,
08:00
we also have the Publish and Delete button over here.
08:03
But we can go ahead and change some of the colors.
08:05
So if we want to change it to a blue cloud,
08:07
whether we want it to have some opacity, the thickness
08:10
of the borders we can change, fill colors.
08:12
All of that can be changed right here on that right hand side.
08:15
Same thing goes for, like, a text item.
08:17
You'll notice, if we click on a text item,
08:19
then we have font size, text color.
08:22
All that ability we get by just clicking on it.
08:25
And if this Edit window is closed,
08:27
we just click the Edit button, it opens that Edit window,
08:30
and we can change those settings.
08:32
We can also add reference links.
08:34
So if we want to reference something
08:36
to one of our markups on this links tabs here,
08:38
we can hit Add references.
08:40
It's going to bring up our list of files.
08:42
And we can go reference a file.
08:43
So maybe it's a PDF that we're going to be referencing.
08:46
We can go reference whatever we want so that this markup is
08:49
referenced to something.
08:50
Let's go ahead and close this reference window out.
08:55
A couple of tools here across the bottom.
08:57
So as we're creating, if we're creating a--
09:00
say, a cloud here, we can change the color that the cloud is.
09:05
We can also change the fill color
09:08
so that as we're creating, it creates it the way we want.
09:11
We can always then go edit it afterwards.
09:15
Bring up our details pane here and edit those things
09:17
afterwards.
09:18
But if we want to do it on the fly,
09:19
we can change the border color as well as the fill color
09:23
right here at the bottom.
09:25
The rest of those settings will edit afterwards
09:27
by simply clicking on them.
09:29
Let's look at our specialized tools here.
09:31
So we have this measure tool, but before we can do it,
09:33
we need to calibrate the tool.
09:35
So we need to pick some points where
09:36
we have a known measurement so that we
09:39
can tell the system what that measurement is and it
09:42
can calibrate off of that.
09:43
So let's switch to something that has something
09:47
we can calibrate off of.
09:49
So we could come into here and we could say,
09:52
OK, we know that this right here is 11 feet,
09:56
so let's calibrate from right here to right here.
10:08
And we know that is 11.
10:11
Decimal feet should be fine.
10:13
Set a precision.
10:17
And now we've published out that calibration so
10:19
that when we come to measure, we can just simply
10:21
click on the measure tool.
10:23
We now have the measure tools available to us
10:25
and we could come in and say, OK, what is this measurement?
10:30
And if we come to where we were, we should be pretty close.
10:37
This is a rough measurement tool.
10:39
The closer you calibrate it, the better it's going to be.
10:41
But again, this gives you kind of a rough measurement
10:43
for if you don't have the size of something labeled
10:46
or you want to measure across something,
10:47
you can do that here with this measure tool.
10:49
The other specialized tool we have
10:51
is the issues tool which we're going to go ahead and take
10:53
a look at next.
10:55
Now that we've looked at creating markups,
10:57
let's look at creating issues.
10:59
So before we start creating issues,
11:01
let's set up some custom properties
11:02
so that we can create issues based on our needs.
11:06
This is going to be the second step in our workflow.
11:09
Issues have some default attributes.
11:11
You'll see them down here, title, status, type,
11:14
description, et cetera.
11:15
You can also create custom attributes
11:17
by creating custom fields.
11:18
Let's look at changing some of the existing settings
11:21
as well as creating some of those custom fields.
11:23
So to make these modifications in Autodesk Docs,
11:26
we go to the Issues tab and then click on the Settings button
11:29
here.
11:30
And we can select what we want to modify.
11:32
Types, custom fields, permissions, root causes.
11:35
Once we click on one of those, it
11:37
will take us here to this window where we can then
11:39
see these tabs, types, custom fields, permissions,
11:42
root causes, and flip between those here.
11:44
So let's start by looking at types.
11:46
So types have some existing default values.
11:48
Those cannot be deleted, but if you don't want to use them,
11:51
you don't want them to be available for people to use,
11:53
you can always deactivate them.
11:55
You can also add your own existing types.
11:57
If you just click on the Create and then Type,
11:60
you'll then see the Edit window where you can give it a title,
12:03
set the status and add other details to it.
12:06
So you can create both categories as well as types.
12:09
A category could be a grouping of different types.
12:12
So for example, the category of design
12:15
has things like building code, client feedback, existing
12:19
condition, different types that we
12:21
can assign to that issue just to give some feedback to whoever's
12:23
looking at the issue as to what the issue is about.
12:26
So we can create those right here
12:28
on the types, both categories and types.
12:31
We can also create custom fields.
12:34
So if we click on the custom fields tab here,
12:38
we can use this to gather any number of data points
12:40
that we want to grab.
12:42
So we can do dropdowns, numeric, paragraph or text.
12:46
We create a custom field by clicking that blue Create
12:48
custom field button and it will pop up this window here
12:51
where we give it a title.
12:52
The field type that we looked at here, what type of information
12:56
we want to gather, as well as description.
12:58
Depending on the field type, there
12:59
could be some other modification settings.
13:01
Once we're done, we just click Create,
13:03
and we've created a custom field.
13:06
We can also edit and add to root causes.
13:09
So just like types, the root causes
13:11
has both categories as well as causes.
13:13
So for example here, we've got several different causes,
13:16
constructability, design coordination,
13:19
design deficiency, all under the category of coordination.
13:22
Just like with types, there are default values that cannot be
13:24
deleted, but you can deactivate them.
13:27
You can also create your own.
13:29
Lastly, let's look at permissions.
13:31
Permissions can be set by role, by individual member,
13:34
or by company.
13:36
These permissions let you set up who can create them
13:38
and who they can create issues for.
13:41
This permissions matrix breaks down
13:43
those for different permission levels.
13:45
This table is a good reference to have for later
13:47
as you're looking at setting these permissions up.
13:49
So let's jump over now to the demo.
13:53
Before your team begins creating issues,
13:54
you should configure the issue settings
13:56
so that issues created are accurate and consistent.
13:59
There's quite a bit of metadata behind issues
14:01
and there's a lot of out of the box settings
14:03
that can be changed and modified to meet your specific needs.
14:07
So let's go ahead on the Issues tab of Autodesk Docs,
14:11
under Settings here, let's go look at our custom
14:14
settings for issues.
14:15
We're going to want to configure these before we
14:17
get started creating issues.
14:19
The first tab here is types.
14:21
So you'll notice, we have quite a few--
14:23
commissioning, coordinate, design.
14:24
We've got quite a few different categories and types here.
14:27
And you'll notice there's a little lock symbol next
14:29
to them, telling us that we cannot delete them.
14:31
So all out-of-the-box ones cannot be deleted,
14:34
but we can set them as inactive so they can't be used.
14:37
If we set a category to inactive,
14:39
all of the types underneath that category
14:41
are not able to be used when you create an issue.
14:46
Along with setting them active or inactive,
14:48
we can also make changes to the out-of-the-box environment
14:50
by adding issue types or custom fields.
14:53
We can also create our own.
14:55
Let's look at doing that.
14:56
So if we come up here, we have both categories and types.
14:59
So when we first create an issue,
15:01
it's going to have us give it a category and type.
15:03
This just gives us some information
15:05
about what the issue is about, kind of
15:06
helps us identify whether it's an issue with quality or safety
15:10
or design.
15:11
Let's go ahead and create a new category.
15:13
We're going to give the category a title.
15:15
We'll call this one, aesthetics.
15:17
Notice, we can't set it to active yet
15:19
until we add some issue types.
15:20
So we need to add at least one issue type.
15:23
We'll call this interior issues or exterior aesthetic issues.
15:28
We can also add custom fields.
15:30
So if we want to add something else to it, we can.
15:33
Once we have those issue types, we can now set it active.
15:35
We hit Create.
15:37
And there we have a new category with some new types.
15:41
And since we created this one, we can delete it if we want to.
15:45
Let's look next at custom fields.
15:47
So if we jump over to the custom fields section here,
15:51
we can create click Create Custom Field.
15:53
We can create whatever we want.
15:55
So whatever data that we want to capture, we can do that here.
15:58
So maybe we want to do--
15:60
capture something about severity.
16:04
And we'll do a dropdown list.
16:05
We have dropdown list, numeric, paragraph, text.
16:08
We have all kinds of different field types that we can put in.
16:11
Let's add some options.
16:13
We could do like a low, medium and high.
16:20
And now we have a custom field for severity
16:22
that gives us a drop down for low, medium, high.
16:24
So we can capture any data we want by creating these custom
16:27
fields.
16:28
Let's jump over next to permissions.
16:30
You'll see all the default permissions here.
16:32
So these are role-based permissions.
16:34
So for example, an admin can manage member permissions.
16:38
For any one of these, we can hit this dropdown and change.
16:41
Whether we want the ability to manage issues, create
16:44
for other companies, create for my company,
16:46
we can do that by role here, or we can also
16:48
add permissions and do it by member, role or company.
16:52
So if we want certain peoples within a company
16:54
or certain members to be able to do things with issues,
16:58
we can set that here.
16:59
So for example, if we say we want Shawn here
17:06
to be able to create issues for other companies,
17:10
but you'll notice we get this pop
17:11
up saying that the member belongs to a roller company
17:14
with higher level permissions.
17:15
I see this happen quite a bit here
17:16
when people try to change permissions.
17:18
Shawn has assigned the project manager
17:20
role, which we can see here, project manager
17:21
already has manage issues.
17:23
We can't reduce the level by adding a individual user
17:27
explicitly and giving them less roles.
17:30
Whatever that highest level of role is
17:32
is what they're going to have.
17:33
So it's not going to let us do this.
17:34
But if we wanted to add someone who was not,
17:36
for example, this user, and we want
17:40
to give them, say, manage permissions,
17:46
we can then add this user to have manage permissions.
17:51
And the last tab here is root causes.
17:54
So root causes is similar to types
17:56
where we create a category and then underneath that category,
17:59
we have root causes.
17:60
And you'll notice we also have these out-of-the-box ones.
18:04
So this one's coordination.
18:05
And then we have root causes, constructability,
18:08
design coordination, et cetera, underneath.
18:09
And just like on the types, we can set them to inactive,
18:13
but we cannot delete them.
18:14
We can add other root causes or we can create our own.
18:18
We would fill out that title at our root causes and create.
18:23
These issue settings allow us to customize
18:25
the issues tool to meet our exact project needs.
18:29
So we can come in here, set these fields up, set our types,
18:32
our root causes, permission this out the way we want,
18:34
so that we can operate issues the way we
18:36
want them to work for us.
18:39
Now that we've got those custom properties set up,
18:41
let's look at creating issues, the third step here
18:44
in our workflow.
18:45
So issues can be created in a number of places.
18:47
The first is on the Issues tab when you're
18:49
logged into Autodesk Docs.
18:50
If you go to the Issues tab, you can create an issue.
18:53
Issues created here don't necessarily
18:55
have to be attached to an individual file.
18:57
So this is a great place to create issues
18:59
for non-file-related issues.
19:02
You'll also see a list here of all the issues
19:04
that you have access to.
19:07
So once we click that Create an Issue button,
19:09
we'll see this Create Issue dialog
19:11
box where we've got a number of fields to fill out.
19:13
So we need to give it a title, the status, the type,
19:17
that's something that we set earlier
19:19
in that custom properties.
19:21
So we'll select that type here, give it a description.
19:24
And then we need to assign it to somebody, whether that be
19:27
a member, a role or a company.
19:29
As we add people to that Assigned to,
19:31
they'll also be added to Watchers.
19:33
So Watchers is a place where we can also add people.
19:35
If we don't want to assign them the issue
19:37
but we want them to be notified that the issues going on,
19:40
we can add them to the Watchers list.
19:41
The Watchers list is essentially who
19:43
should be notified about this issue after it's created.
19:46
So a few more details there.
19:48
Location, the location details, the due date, start date
19:51
and that root cause that we looked
19:53
at creating earlier as well.
19:55
Once you've got that all filled out, go ahead and click Create,
19:57
and the issue will be created.
19:59
So we can also create issues when
20:01
we're viewing something in Autodesk
20:03
Docs on that markups toolbar.
20:05
We had that special icon here for creating an issue.
20:09
If you click that button, what we're looking at here
20:11
is in a 3D view of a window.
20:13
If you click the Issues button, it'll
20:15
have you drop a pin so you can Zoom in on the drawing
20:17
where you want to drop that pin to give whoever it is
20:20
that you're sending the issue to, some context to what you're
20:22
talking about.
20:23
You drop that pin and then you select the type.
20:27
Once you do that, it's going to bring up that same edit window.
20:31
Just like we did before, we'll fill all this information
20:34
out, who we want to assign it, to who the watchers will be,
20:37
the start and due dates.
20:39
We can also add some comments.
20:41
By dropping that pin, we've already created the issue.
20:43
So as we're modifying settings, we're
20:45
simply just modifying settings.
20:46
So you'll notice there's not a Create.
20:48
It's already created.
20:49
We just click out of it and continue on.
20:51
So along with the Issues toolbar we had on Autodesk Docs,
20:54
if you're using Design Collaboration,
20:56
you also have a little bit more issue context
20:59
based on packages.
21:01
So you'll see here, we're on the design collaboration
21:03
module on the Issues tab, and we'll see all team issues,
21:08
all team work-in-progress issues, as well as
21:10
team package issues.
21:11
So if you're viewing a package that someone has created
21:14
and you create issues inside of that package,
21:16
you can distinguish between the two
21:18
here whether they are work-in-progress issues
21:20
or issues specifically created on that team package.
21:25
Now that we've looked at creating issues,
21:26
let's look at reviewing them, modifying and closing them out.
21:30
This is going to be the final step in our workflow.
21:33
When we set that issue up, if you remember we set up
21:36
watchers, watchers are people that
21:38
will be notified that the issue is created.
21:40
So once we create that issue, a notification email
21:43
will be sent out.
21:44
Here's an example of a notification email
21:46
here, giving some of that information.
21:47
They can click View Issue and it will take them out
21:50
to our Autodesk Docs.
21:52
If we're already in Autodesk Docs,
21:53
we can also go to the Issues tab,
21:55
and you'll see a running list of all the issues
21:57
that you have access to.
21:58
By simply clicking on any one of those issues,
22:00
you'll see the details there in that right hand pane.
22:03
You can also make modifications to that issue
22:05
based on your permissions right there in that pane as well.
22:08
If the issue is placed on drawing,
22:10
we can also click on the placement
22:12
and go out to where the actual pin was dropped
22:14
to get some of that context.
22:17
As you're working through the issue,
22:19
you have different statuses.
22:20
By default, are set to open.
22:22
You can also set have them to pending and in review.
22:24
Once you are finished with the issue
22:26
and ready to close it out, you can set it to close.
22:30
A quick recap of where issues are visible.
22:32
Whether we're using Design Collaboration or Docs,
22:35
all issues, regardless of where they're created,
22:37
are going to show up on that issues tab inside of Docs.
22:40
If we're using that design collaboration module,
22:42
the team work in progress issues is
22:44
going to show us all issues created either
22:46
on the Issues tab of Autodesk Docs or while viewing files.
22:50
If we go to the team package issues,
22:52
it's going to show us issues that were created
22:55
from within that package.
22:56
And then all team issues are going
22:58
to show us issues across any package within that team.
23:02
So let's jump over and take a look at the demo
23:04
on reviewing, modifying and closing issues.
23:09
Create issues to track work, resolve problems
23:11
and prevent delays.
23:12
You can create issues on the web or on Android or iOS devices,
23:16
assign them to team members and track their progress.
23:18
So let's look at that Issues tool here.
23:21
We're in Docs on the Issues tab.
23:23
Any issues that we have access are going to be listed here.
23:26
We can also create an issue by simply clicking this Create
23:29
Issue.
23:30
We can also create issues on files
23:32
as we're viewing them in the cloud.
23:34
So let's look first at creating an issue here.
23:36
This issue does not necessarily have
23:38
to be referenced to a file or document of any kind.
23:40
This can be whatever issue we want.
23:42
The process will be very similar when we're in a file.
23:45
But let's start here.
23:47
So we need to go ahead and fill out this issue.
23:50
OK, I've filled in all the information here,
23:53
but let's go through and talk about it.
23:54
So we need to first give it a title.
23:56
For this, I gave it the title, the window sizes
23:58
need to be updated.
23:60
This is an open issue.
24:02
If you remember, we set these types.
24:04
We're able to configure these to whatever we want them to be.
24:06
These are those categories and types.
24:09
On this one, I set it to a design requirement change,
24:13
gave it a description, and then I assigned it somebody.
24:16
I can assign to either a person, a role or a company.
24:19
This gives it someone to attach it to address the issue.
24:24
Watchers-- what watchers is is basically
24:26
who should be notified about this issue.
24:28
So automatically, when you assign it to someone,
24:31
they're put on the watchers list.
24:32
We could also add somebody else.
24:34
So if we want to add a project manager, somebody
24:36
who needs to be aware of the issue,
24:38
but not necessarily take any action on there,
24:40
we can add them as watchers.
24:41
That way, they'll be notified about it.
24:43
We can set a location, location details.
24:45
Another important thing is a start and due date.
24:48
So we'll say go ahead and start it today and have it wrapped up
24:52
by Friday.
24:53
And then those root causes, again,
24:55
that was something that we could configure.
24:57
We set ourselves a root cause and then we click Create.
25:01
What this is going to do, it's going to create that issue.
25:04
And now, anyone who is listed as a watcher
25:07
is going to get an email alert saying there is a new issue
25:11
and address it.
25:12
Let's look at that email.
25:16
Anybody that's still on that watchers list
25:18
is going to get this email here.
25:20
The email has a link to go click that--
25:22
to click to go view that issue.
25:24
Or they can always come here to the Issues tab in Docs
25:26
and see it right here.
25:28
Clicking on an issue is going to give us all that information.
25:31
We can come through, modify any of those settings
25:33
if we need to at any time.
25:34
As people go through and make changes,
25:36
there's an activity log.
25:37
So it's going to show us when it was created
25:40
as things are added to it.
25:41
Things like comments, if we reference other files,
25:43
that's all going to be listed right here on that activity
25:46
log.
25:48
Once someone's addressed that issue,
25:50
they can come here, put a comment,
25:52
reference the file that they fixed, whatever it is.
25:55
And then we can also change the status.
25:57
So whether it's something that's pending
25:59
or in review or maybe we finished all the way out,
26:01
we can say closed.
26:02
And this one will say we did all those updates
26:05
and we'll go ahead and close this out.
26:07
We add that comment back.
26:11
We can hit Submit.
26:13
And this issue has now been closed out.
26:17
If we go back and look at that activity log,
26:19
we're going to see that supported here.
26:20
Status was changed.
26:22
Comment was added.
26:23
We also are going to be notified, all of the watchers
26:26
will be notified that the issue was closed.
26:31
So along with creating issues here on the Issues tab,
26:34
we can also open a file.
26:37
Let's jump into this architectural file here.
26:42
And on our Markups tab, we have that Issues button
26:45
that we can click to start creating an issue.
26:48
So the first thing it's going to have us do
26:49
is select an issue type.
26:52
We'll just select something here.
26:54
And when we're doing this on a file,
26:56
it actually has us drop a marker.
26:58
So whatever it is that we're specifically addressing,
27:00
we can go drop that marker on that.
27:02
I'm just kind of drop it on that corner there.
27:04
And then we'll go ahead and we'll fill those details out
27:06
just like we did when we were creating the issue earlier.
27:09
I went ahead and filled some information out here.
27:12
So once we have that filled out, we
27:15
can just click out of that issues tab, close that out.
27:19
And if we come over here to our issues,
27:21
it's going to list any issues.
27:22
This issue already existed on this file.
27:24
This is the one we just created.
27:26
So that when someone comes to view this issue--
27:29
let's just snap out of that view-- and they come
27:31
and click on your issue, it's going to zoom that window in
27:34
right back where you were, show that dot
27:36
sitting right there on the spot where you dropped the marker.
27:39
So we get a little bit more reference
27:41
into what's going on with our issue by doing it here.
27:43
It's going to link this file, link that spot in the file.
27:46
When anyone comes to look at this issue,
27:48
it'll take them right here.
27:49
Gives them some context around that issue.
27:52
Modifications to the issue can be made right here
27:54
or you can jump out of the file and go back to the Issues tab,
27:58
and you'll see a running list of all the issues there as well.
28:01
So here's that issue we just created.
28:03
We'll notice it's placed on this file.
28:05
If we come into it, we see all that information
28:08
like we're used to.
28:09
Under placement, if we click on this,
28:12
it's going to take us right to where we were and snap us
28:16
right back to where we were to give us that context.
28:18
Through here or the Issues window,
28:20
we can also delete the issue.
28:22
So if we don't need the issue any longer, we can delete it.
28:24
There's also this Publish, Unpublish here.
28:27
So by default, an issue is published,
28:30
meaning that anyone with correct permissions can see it.
28:32
We can also unpublish it so that only the creator and the person
28:36
it's assigned to can see that.
28:38
So it gives us a little bit more control
28:40
and divisibility of that issue.
28:43
Jumping back to the Issues tab.
28:45
At any time, we can export issue details
28:48
when you click this export all.
28:49
And either do a detail or a summary report
28:52
to PDF or to Excel.
28:54
We'll go ahead and click Export and it'll
28:56
begin generating that.
28:58
When it's complete, it'll tell you it's done
28:60
and give you a download link to download that.
29:02
Here's what that issue summary looks like.
29:05
So it's going to give us information
29:06
about when it was created, who it was created by,
29:09
all the detail surrounding it.
29:11
We can always kick these reports out at any time.
29:14
Once we get a long list and have many, many issues,
29:17
we can also sort for issues.
29:20
So if we need to come here and search,
29:21
we can search for a specific issue.
29:23
Or there's a filter tool where we can come in here
29:26
and filter down to find the exact issues that we
29:28
want to find.
29:30
Utilizing the issues and markup tools we've looked at
29:33
can help increase communication and track
29:34
progress in your project.
29:36
And with that, thank you for joining this Autodesk
29:38
Accelerator.
29:39
There's some additional resources
29:40
available to you on the customer Success Hub,
29:43
customersuccess.autodesk.com.
29:45
There's more courses, learning paths,
29:47
recorded coaching sessions, some more live coaching topics.
29:50
There's similar topics to this as well as
29:52
topics across the entire Autodesk platform.
29:55
That's all available to you on the customer Success Hub,
29:57
so go check it out.
29:58
And with that, thanks for joining the session.
30:00
And have a fantastic day.