Notes in Plato aren’t just for observations, they can become accountable tasks. By assigning a note to a team member, you ensure ownership, and with status updates, the entire team can track progress at a glance.
This makes field communication clearer, follow-ups easier, and site performance more traceable.
Understanding Note Statuses
- Open: Default status once a note is assigned. Indicates the task is pending.
- Resolved: When the assignee feels the issue has been addressed, they can mark it resolved. This action also appears in the note’s comment section.
- Re-Open: If the issue isn’t fully resolved, anyone can reopen the note to keep it active.
This built-in workflow prevents loose ends and keeps your entire team on the same page.
How to Assign a Note to a Team Member
- Open the note from the map or Notes Panel
- Tap the Assignee icon (bottom-left of the note window)
- Select the user you want to assign the note to
- Tap Confirm
You’ll now see the updated assignee’s name on the note card and they’ll be notified accordingly.
Note: The note's current status is always visible in the top-right corner of the card inside the Notes Panel.
How This Makes Your Life Easier?
- You know who’s on it because the note is assigned, not floating
- You can see what’s done and what’s still pending without chasing people down
- Every update’s logged, so there’s no “he said, she said”
- Everyone (from sales to ops to production) is finally on the same page.