Skip to content
sitereconlogo
SiteRecon Help Center
  • Pages
    • sitereconlogo
      SiteRecon Help Center
      • Introduction to Plato
      • How can Plato be used in your organization?
      • What's new on Plato?
      • What are property views?
      • How do you create views?
      • Introduction to SiteRecon
      • How does SiteRecon work?
      • Measurement feature types on SiteRecon
      • Sign up and begin your free trial
      • Invite users
      • Workspace roles
      • Organizational code
      • My Properties dashboard
      • Data correction feedback in the "awaiting approval" stage
      • Interacting with the map data
      • Placing an order for a single property
      • Instant Parking Lot
      • Uploading bulk properties
      • DIY measurements
      • FAQs on order measurement property
      • Editing tools
      • Creating "Views" in a property
      • Add a new feature layer
      • Create a custom feature layer
      • Selecting tools
      • Basics of the editing tools
      • Create snapshots
      • Create notes
      • Move or edit notes
      • Leaving comments
      • Duplicating the notes to another view
      • Notes panel
      • Presentation mode
      • How to share a property
      • How do we change the property level sharing setting?
      • How to change a user’s permission for a property?
      • Export excel
      • Share map links
      • Pipedrive CRM
      • BOSS Integration
      • ServiceMinder Integration
      • Manage subscription
      • Buy more credits
      • How do you invite someone to the workspace?
      • What are the different roles in the workspace?
      • Set a feature as default orderable
      • Set default layer setting
      • Install Plato App
      • Sign up to Plato
      • Login to Plato
      • Invite/Manage your team in your workspace
      • Search or filter existing properties on the dashboard
      • Create New Property
      • Open your property map
      • View takeoffs mapped by SiteRecon
      • Rename your property address
      • Nearby properties from your current location (dashboard)
      • Notes on Plato
      • New and simplified flow of note creation on Plato
      • Using the notes filter
      • Identify different types of notes with tags colors
      • How to create a note?
      • How to update a note?
      • How to delete a note?
      • Add feedback on the property
      • Assign a note
      • Resolving a note
      • Comment and mention on notes
      • Export your site audit report from notes
      • Sharing notes
    • How to update your billing admin?
    • How to sync a property
    • Downloading a Property

Identify different types of notes with tags colors

It is easy to distinguish the notes on the property map using tags. By adding the appropriate tags to the notes, you can distinguish/discover the notes related to improvements, issues, tasks, or other criteria.
Adding a tag to a new note
When you have created the note and click on ‘Next’, then, you can click on the ‘+Tag’ icon to open a list of tags.
At this point, you need to search for a tag and select the appropriate tag to add it to your note

Screenshot 2025-03-03 at 2.53.48 PM.png
After selecting the tag, you need to click on ‘Done’ to add the tag(s) to the note. Finally, you can click on ‘Create’ to save the progress on the note.
Screenshot 2025-03-03 at 2.54.16 PM.png

If you want to create a custom tag and add it to your note, you can follow these steps:
Select a tag from the suggested list of tags, or add a new custom tag by typing on the search panel and select the Yes, Add this option
4358733d0efa6fd1422684f8c447327ece55e4eb682108c2fb55090bcaca81ee323c50e321f7352232979c5098319f14d29e3045f72fcc417c53af7dbdf2e5b03f2f70fe8da1fc82e9c3f4c5d16da520c753c6c51ded1697472b95c0b2f90fb3e043e3a9.png
Add tags on an existing note
Click on the ‘tags’ icon, which can be seen as ‘Turf’ here at the bottom left
IMG_3391.png
2. Select the boxes which indicate the tags that you want to add to the note
fa26d75d20649b4077d604ef85b5b423135eb71f71cceda9dfccc79cfb15a1a171f30000357a8a7ace2a2552639e5ab973d0a7c86b294a2e29df035fe9059019e599a66c9e0cb988c63f2068cc2381def5d2f2ad37331ea6ae793c9ca7239919b23dee8b.png
3. Click on ‘Done’ when you have selected all the tags that you want to add
The tag which is added as the first tag will be the primary tag for the note, and the note icon color will be same as this tag color.

Changing color for a tag

To change the color for a tag, click on then note icon shown next to the tag, it will open a color palette. You can select any of the shown color or reset the color to default.
040921b19a856c44a019a072b7b579b0396438ca63f5a5a45eaa406d7501e8982187fd2ed0967b82c7702b957b9ff3824b3c634fc1120532f51c9d05d40f55677a2e5091aad247c13d42af1908c4392aa83e35a1013ceee7a66a4ba38ccf9e9d4c01cf0e.png
2. The note number and note icon color will change according to the primary tag, and it can be easily distinguished on the property map
9f86f97ac1827521f3a033988ac44fc3444d86a1b234649fcde6353519c1f96a94d9d53b675f08d73e6750fff17d351b730fafa72f08b8a587837d63701a317b1f389d3a66788e2d9e8cd55ae6880d5083822a4f3516b90e4b60518cc43acf68e96de3c4.png
3. Additionally, you can use the Notes filter to filter all of the notes w.r.t a tag at once.

Want to print your doc?
This is not the way.
Try clicking the ··· in the right corner or using a keyboard shortcut (
CtrlP
) instead.