Creating a new view in Plato allows you to separate information without cluttering your main map. Whether you're preparing for a site audit, a client presentation, or internal task planning, a view gives you a focused space to work and collaborate.
Steps to Create a New View
Step 1: Click ‘Add Map View’
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Go to the property map and tap Add Map View
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Give your view a name that helps you recognize its purpose
For example: Client Review – Q2, Enhancement Audit, or Pre-Snow Walkthrough
Step 2: Choose to Copy Layer Data (Optional)
- If you want to start your new view with the same layers as an existing view, toggle on Copy Layer Data
- This saves you time and helps you build on previous work
Step 3: Click ‘Confirm’ to Finalize
- Once you're happy with the name and setup, click Confirm
- Your new view is now ready to use. You can add notes, assign tasks, or export reports from this specific map view
How Views Are Helpful
- Keep internal notes separate from client-facing documentation
- Prepare clean audits for specific timeframes or service types
- Help teams stay focused by showing only what’s relevant to them
Views give you the flexibility to work smarter without overwriting or cluttering your main property map.