Comment On and Mark Up Designs Using BIM Collaborate Pro

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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.

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We had that special icon here for creating an issue.

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If you click that button, what we're looking at here

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is in a 3D view of a window.

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If you click the Issues button, it'll

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have you drop a pin so you can Zoom in on the drawing

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where you want to drop that pin to give whoever it is

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that you're sending the issue to, some context to what you're

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talking about.

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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.

Video transcript

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.

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