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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 a small area rather than the entire view. This demonstration uses a duplicate plan with six door tags deliberately moved into crowded groups, so you can compare the same tags before and after cleanup. Staged test view with six displaced door tags and long leaders.

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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 for existing door tags in a Revit floor plan. Let me choose the target view, visible area or entire view, maximum movement and whether to remove leaders. Move eligible tags back to their door insertion points. Preserve their text, types and door references, and keep geometry and other annotations unchanged. Apply the changes when I run it and report unresolved items.
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. Start with doors, as shown here, then request and test rules for other categories:
  • 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.
For tags that need leaders, specify which crossings are acceptable—for example, crossing grid lines while keeping tag text clear.

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4. Add adjustable controls

Ask Ideatura to expose the settings you need to reuse the automation: The demonstration uses the visible area, an 8200 mm movement limit and Remove leaders on. Choose a limit that suits the correction; tags farther away should be reported for review. For a later wall or window tagging variation, ask for alignment, minimum spacing and leader-length controls. Specify whether distances are model millimetres or paper millimetres at the drawing scale, then test those rules separately. Cleanup controls: target floor plan, visible area, 8200 mm maximum movement, remove leaders and Run.

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5. Review and test the result

Save your project, then select Run, marked 5. This test updated six door tags, returning them to their door locations and removing their leaders. Compare the same area above and below, then inspect your drawing:
  • Are tags readable and clearly associated with the correct elements?
  • Are leaders clear and reasonably short?
  • 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. The same area after Cleanup Tags returned six tags to their doors and removed the leaders.

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6. Refine and save

Describe a specific adjustment:
Reduce the maximum movement to 3000 mm and report door tags farther away for individual review. Keep the door-tag types and references unchanged.
Test again, inspect the drawing and save the checked automation as Cleanup Tags - doors. Save the Revit project separately, then try another representative area before extending the cleanup to the entire view.