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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
      • icon picker
        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

Notes panel

Find your notes from the notes panel

Using the notes panel is a smart way to highlight a particular note on the map screen. Here's how you do it:
1. Expand the notes panel by clicking the Notes button on the left panel of the page
2. Click on the note you want to view on the map screen
image.png
image.png

View/hide notes pin on the map screen

Do you want a decluttered map screen for a clear view of layers?
You can easily toggle between the with-notes and without-notes screens.
Click on the Show notes in the map button to hide or show notes on your property page
image.png
image.png

Filters

If you have created several notes on your property, it will be difficult to pull up the right note. You can then use the filter option to narrow down the number of notes displayed.

How to apply filters?

1. Expand the notes panel
2. Click the filter icon
3. Select the checkbox relevant to you for filtering the notes out. You can also choose from all the options given within every drop-down section (For eg: Under status, you need to select from Open, Re-open and Resolved).
4. Click the Apply button
image.png

Show resolved notes

Open the Filters in the notes panel. Select the Status box, and select ‘Resolved’.
Click Apply
You can now view the notes which have been marked as resolved
image.png

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