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    • 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
      • icon picker
        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

New and simplified flow of note creation on Plato

When you're jumping from one task to another on the field, you might not always have time to create detailed notes. It's why we have simplified the note creation process for you.
Just click on ‘Create Note’ on the property and begin with adding title, description, images and more.
You can always revisit your note and enter other details like tag(s), assignee, linked layers, or comments.
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