Reply to a note, or make it a task

3 minute read·Updated 1 October 2026

When a client leaves a note, it shows up on Home under Needs you, in the project’s notes, in the bell, and by email if you’ve asked for it.

1Reply

Open the note to see it on the image, type your reply and send it. Your client sees the reply on their link.

2Make it a task

If a note needs work, choose + Task (on Home, Make a task). You can also gather several notes into one task. Give it a person and a date, and it goes on the studio’s board.

3Close it when it’s done

When you move the task to Done, Plott offers to close its notes with a reply, like “Fixed in the new version”. Use one reply for everyone, or edit it per person.

4Team notes

Anyone in the studio can pin a note on an image and choose Team only. Everyone in the studio sees it and can make a task from it; clients never do. Team notes are switched on in Settings → Studio.

Tip: In a project’s notes, filter by Unread, Marked done or Team only, or press Mark all read.

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