In the field, things evolve fast. With Plato, you can easily revisit and update any note you've created, whether you're clarifying a comment, adding photos, or correcting a location. Every update helps your teammates stay aligned and your records stay accurate.
Note: Only the person who created a note can edit or delete it.
How to Edit a Note
- Open the note - either from the property map or the Notes Panel
- Tap the three dots (⋮) in the top-right corner
- Select Edit Note from the options menu
4. Make any necessary updates:
- Add or edit the title, description, images, or attachments
- Add or remove tags, assignees, or linked layers
- Click Update to save your changes
Need to Move the Note Pin?
If the note was dropped in the wrong location or the issue has shifted:
- Select Update Note Pin Location
- Drag the pin to the new, correct spot
- Tap Update to confirm the changes
Editing notes ensures your documentation stays relevant and reliable. It helps your crew show up prepared, your account manager stay informed, and your client trust the work being done.
Your notes aren’t static- they’re living, evolving records of everything happening on-site.