What are property views?
Save and share custom versions of your property map for different teams, site visits, or stakeholders.
Views in Plato let you create tailored versions of a property map, so you can focus on what matters most for a specific use case. Whether you're preparing a report for a client, documenting a site walkthrough, or assigning tasks internally, Views help you organize your work without overwriting the original data.
Why Use Views?
Each view acts as a focused workspace, allowing you to:
- Share only the most relevant notes with your client
- Create a task-specific view for internal teams
- Maintain separate views for different site visits
- Keep property data clean and easy to manage
Common Use Cases for Views
- Segregate notes by user so each team member sees only what they need
- Create a customer-facing view that hides internal feedback or drafts
- Track progress across multiple visits without cluttering a single map
- Export reports based on a specific view for easier client handoffs
With Views, your map becomes more than a record—it becomes a tool for clarity, collaboration, and control.