[Troy DeGroot]

I was just about to mention the export to Excel tool, but made sure I finished reading. As expected you already did that. Great job! Thanks for sharing!

[Troy DeGroot]

Well done @DavidCutler , combining different tools for a real-world solution quickly and accurately. Thanks for sharing!

[Troy DeGroot]

I think you may have to create a Set with only that group of sheets, then you can create a hyperlink to open the Set. I’m not sure you can target a group of sheets within a Set. I’d love to follow along as you learn more!

[Troy DeGroot]

the problem with text documents is that as soon as you add one letter or word, the entire remainder of the document wraps differently, therefore everything after that comes up as a change. I really like the workflow @DavidCutler suggested. Doing it in small bites and the color change is great.

[Troy DeGroot]

I use the edit PDF tools quite often, but I haven’t looked into custom shortcuts yet.

[Troy DeGroot]

That’s a good point. I’ve always gone with the default tags and organized by discipline. Do you have a set you could test and get back to the group?

[Troy DeGroot]

Custom Columns are so powerful and underutilized even if it’s just visual for you in the Properties Panel. I often create custom columns just to include them in formulas, but turn off the column so nobody can see it (or edit it).

[Troy DeGroot]

@pkkuehnel I 100% agree with @Doug McLean for the solution you are looking for. if you sent up custom statuses in the markups list, you can name them exactly what the phase of review is in your company language, and set the colors to change according to the selected status. it would also record who changed each status and when automatically.

[Troy DeGroot]

Thank you for supporting the community by posting the solution. I appreciate you @aschectman

[Troy DeGroot]

Peter has been with Bluebeam from the beginning: a super smart programmer and a really cool guy.

[Troy DeGroot]

Thanks for tagging @lizlarsen I was about to do the same @DavidCutler .

Also, @isaac-harned is an excellent resource.

Welcome to the Brainery Professional Learning Community @aschectman

[Troy DeGroot]

I spend a lot of time in Google Sheets, so I should incorporate some of these. Lots of tabs!

[Troy DeGroot]

Now here’s a guy who’s worked with an IT or Support team before! 🤣

[Troy DeGroot]

you certainly could do it that way, I do that a lot. I did the same thing in this case with a custom column for block size so it fits into the formula we created to tell us the total number of blocks.

[Troy DeGroot]

You could also create custom Statuses

For example:

Not Started

In Progress

Complete

You could assign colors to see the progress visually