Creating a Sticky

When you create a new Sticky, you are able to represent the contents of a Microsoft Word, Microsoft Excel or Adobe PDF file within a Revit project. Before you create your Sticky, review the differences between Sticky Schedules and Sticky Images.

To Create a New Sticky 

Select a Source File

  1. Open the sheet or view where you want to place the Sticky and then launch Ideate Sticky from the Ideate Software tab in Revit.
  2. The default tab will be the Excel (Schedules) tab. Stay here if you wish to create a Sticky Schedule. If you want to create a Sticky Image, change to the Word, PDF, Excel (Images) tab.
  3. Select the Create... button in the lower left-hand corner.
    • For Schedules, select a file to import by picking the ...button next to the Source box at the top.
    • For Images, select the desired source file.

Specify the Source Details

Each supported file type has a different set of options to help define what should display inside of Revit:

Excel (Schedules) 

Word, PDF (Images) 

Excel (Images)


Excel (Schedules) 

  1. Identify the worksheet within that Excel file that contains the information you want to import.
  2. Select the worksheet region to define the area to be imported within the worksheet.
  3. Review the Sticky name - this will be the name that displays within the Project Browser, under the Schedule folder.
  4. Select OK.
  5. Review the Auto-update options. Read: Update the Sticky in Revit Projects with Ideate Sticky

Creating a Sticky for Revit Schedules with Ideate Sticky

Word and PDF (Images)

Word and PDF source documents are specified by choosing the page range and the DPI value. Pages can be specified as “All” or by typing in numbers and support individual page numbers and or ranges. Examples of acceptable page values: 

The default DPI value is 300 per customer input. If that value is changed it will be remembered during that Revit session. The DPI value can be adjusted later by using the Update From button.

Excel (Images) 

Excel source documents are specified by choosing the worksheet region(s) available within any of the worksheets, as shown below, as well as the DPI value. The Name column represents the available regions which include both saved Print Areas and named regions. These ranges can be viewed and edited within Excel from the Formulas>Name Manager dialog.

Color overrides:

Image Stickies can be created with a Color, Grayscale or Black and White override. If the Excel source sheet is already set to Black and White this setting will take precedence over the drop-down selected when creating the Image Sticky. More details in this blog post

DPI overrides and transparency:

Higher DPI values will result in larger image files, potentially affecting the Revit model size more.

Creating a Duplicate

Creating a duplicate of an existing Sticky can be done, but first you need to know which type of Sticky you are duplicating: Sticky Schedule or Sticky Image.

Duplicate a Sticky Schedule

To place a duplicate of a Sticky Schedule on another Sheet:

  1. Open the Sheet view
  2. Use the Project Browser and find the Sticky listed under the Schedule folder.
  3. Drag the Sticky onto the new Sheet.

Duplicate a Sticky Image

To place a duplicate of a Sticky Image on another Sheet or View:

  1. Select the existing image
  2. Use Ctrl+C to copy the image.
  3. Go to another Sheet or View from within the active project or to another open project and use Ctrl+V to paste.

NOTE: Images still retain the original file pathing when pasted into other projects.

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