---
title: Actions in Checklist
description: "These actions apply only to **checklists on sites assigned to you**. ### **3.3.1 View Checklist** Open the checklist to review structure, questions, and setup. **Steps:** 1. Click the **⋮** next to the checklist. 2. Select **View**. ### **3.3.2 Edit Checklist**…"
url: "https://pluto-men.com/help/actions-in-checklist-2/"
updated: "2025-09-03"
category: Plutomen WORKFLOW / Site Manager
---

# Actions in Checklist

These actions apply only to **checklists on sites assigned to you**.

### **3.3.1 View Checklist**

Open the checklist to review structure, questions, and setup.

**Steps:**

1. Click the **⋮** next to the checklist.
2. Select **View**.

### **3.3.2 Edit Checklist**

Make updates to content, logic, or flow.

**Steps:**

1. Click the **⋮** next to the checklist.
2. Select **Edit**.
3. Modify questions, pages, logic, etc.
4. Click **Save**.

### **3.3.3 Duplicate Checklist**

Create a new checklist based on an existing one.

**Steps:**

1. Click the **⋮** next to the checklist.
2. Select **Duplicate**.
3. Rename and edit the copy.
4. Click **Save**.

### **3.3.4 Delete Checklist**

Permanently remove the checklist if no longer needed.

**Steps:**

1. Click the **⋮**.
2. Select **Delete**.
3. Confirm deletion.

### **3.3.5 Manage Access**

Set user-level access for checklist visibility and editing—only within your assigned sites.

**Steps:**

1. Click **⋮** next to the checklist.
2. Select **Manage Access**.
3. Set permissions and click **Save**.

---

## **3.3.6 Manage Oversight**

Assign who will review or approve the checklist once completed.

**Steps:**

1. Click **⋮** next to the checklist.
2. Choose **Manage Oversight**.
3. Assign roles and click **Save**.

### **3.3.7 Change Details**

Update general checklist info like name or category.

**Steps:**

1. Click **⋮** next to the checklist.
2. Select **Change Details**.
3. Edit details and **Save**.