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Create an automation that reorganizes existing tags, reduces overlaps and gives your drawings a more consistent layout. Start with a small area, define your drawing conventions, then test and refine the result.

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1. Choose a test area

Open your project in Revit and zoom into a floor-plan area with crowded tags—for example, door tags along a corridor or wall and window tags around a façade. Start with the visible area rather than the entire view. In this example, the area visible when the run starts defines the scope; selecting individual tags does not. Planned screenshot: drawing before tag cleanup.

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2. Create the automation in chat

Start an empty chat and describe what you want to achieve:
Create an automation called Cleanup Tags that reorganizes existing tags in a Revit floor plan. Let me choose the view and tag categories, and process either the visible area or the entire view. Find clearer positions for overlapping tags and align nearby tags where appropriate. Preserve their text, types and connections to the tagged elements. Keep model geometry and dimensions unchanged. Include a Review only option and report anything that cannot be resolved.
Begin with one category if that makes the result easier to assess. You can add other categories after checking the first version.

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3. Define what “organized” means

Different tags need different placement rules. This example uses:
  • Door tags: position them at the door’s insertion point, without leaders.
  • Wall and window tags: place them in clear space with controlled leaders.
  • Room tags: keep them inside their rooms.
  • Nearby tags: align them into rows or columns where spacing and movement limits allow.
Adapt these rules to your drawing standards. For example:
Align nearby wall tags with a consistent gap. Keep leaders short and protect tag text, dimension numbers and other leaders from overlaps. Leave tags unchanged where a suitable arrangement cannot be found.
Also specify which crossings are acceptable. This example allows leaders to cross grids and some construction or dimension linework.

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4. Add adjustable controls

Ask Ideatura to expose the settings you need to reuse the automation: The example automation starts with 3 mm between aligned tags and 1.5 mm minimum clearance. These are paper millimetres, measured at the view’s printed scale. Planned screenshot: generated Cleanup Tags parameter form.

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5. Review and test the result

Run with Review only enabled. Read the proposed changes and unresolved items. This produces a report, not a visual preview of the rearranged drawing. Then turn Review only off and run on the same test area. Inspect the result in Revit:
  • Are tags readable and clearly associated with the correct elements?
  • Are leaders clear and reasonably short?
  • Do room tags remain inside their rooms?
  • Are aligned groups more orderly?
  • Have tag values and unrelated annotations remained unchanged?
Some cases, including pinned, grouped or unsupported linked tags, may be left unchanged. Check unresolved items rather than assuming every overlap has been removed. Planned screenshot: before and after tag cleanup at the same crop and scale.

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6. Refine and save

Describe a specific adjustment:
Increase the gap between aligned wall tags to 4 paper mm and reduce their maximum leader length. Keep the door-tag placement unchanged.
Test again, inspect the drawing and save the checked automation as Cleanup Tags. Save the Revit project separately, then try another representative area before extending the cleanup to the entire view.