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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
      • icon picker
        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

Presentation mode

Re-arrange the notes

Re-arrange your property notes in any order you want. Follow the below steps to do so.
1. Expand the notes panel
2. Click on a note
3. Click the three dots as shown below and choose the suitable option (Move Up/Move Down) to reorder your notes
4. Once done, click on the presentation icon next to the filter icon to play the notes in a series
5. Once you have completed the presentation, go back to the notes panel and click on the presentation icon again to turn off this mode
image.png

Shortlist notes for your presentation

If you have created multiple notes but you want to play only a few of them in your presentation, here's what you need to do – add custom tags to your notes and filter them out.
1. Open the notes from the notes panel
2. Click the three dots and select Edit
3. Click the dropdown arrow in the last option–Add Tag (Optional)–and select Enter Customer Tag
image.png
4. Give the tag a name of your choice (Ops Presentation in this case)
5. Click the Add Tag button
6. Click the Post button
You can repeat this set of activity for the notes you would like to play in your presentation.
7. Now click the filter icon and enable the Tag option to view the tag you have just created
8. Select the tag and click on Apply
9. You will now be left with the notes you selected for your presentation
10. Hit the presentation icon
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.