---
title: Actions in Checklist
description: "Perform the following actions on existing checklists: ### **View Checklist** Open and review the checklist structure and details. **Steps to View Checklist** 1. Click the **three-dot icon (⋮)** next to the checklist name. 2. Select **View** from the menu. ###…"
url: "https://pluto-men.com/help/actions-in-checklist/"
updated: "2025-09-17"
category: Plutomen WORKFLOW / Company Admin
---

# Actions in Checklist

Perform the following actions on existing checklists:

### **View Checklist**

Open and review the checklist structure and details.

**Steps to View Checklist**

1. Click the **three-dot icon (⋮)** next to the checklist name.
2. Select **View** from the menu.

### **Edit Checklist**

Make changes to questions, pages, logic, or structure.

**Steps to Edit Checklist**

1. Click the **three-dot icon (⋮)** next to the checklist name.
2. Select **Edit** from the menu.
3. Modify questions, pages, logic, or structure as needed.
4. Click **Save** to apply your changes.

### **Duplicate Checklist**

Create a copy for reuse or modification without altering the original.

**Steps to Duplicate Checklist**

1. Click the **three-dot icon (⋮)** next to the checklist name.
2. Select **Duplicate** from the menu.
3. A copy of the checklist is created — rename and edit as needed.
4. Click **Save** to finalize.

### **Delete Checklist**

Remove the checklist permanently if no longer needed.

**Steps to Delete Checklist**

1. Click the **three-dot icon (⋮)** next to the checklist name.
2. Select **Delete** from the menu.
3. Confirm the deletion when prompted.
4. The checklist will be permanently removed

### **Manage Access**

Control who can view, edit, or fill the checklist.

**Steps to Manage Access**

1. Click the **three-dot icon (⋮)** next to the checklist name.
2. Select **Manage Access** from the menu.
3. Assign permissions to **Users** or **Groups**.
4. Click **Save** to apply changes.

### **Manage Oversight**

Assign oversight roles for review and approval.

**Steps to Manage Oversight**

1. Click the **three-dot icon (⋮)** next to the checklist name.
2. Select **Manage Oversight** from the menu.
3. Assign **Reviewers** and/or **Approvers**.
4. Use the **Anyone/Everyone** toggle to define whether any one person or all assigned users must complete the action.
5. Click **Save** to apply the oversight settings.

### **Change Details**

Update checklist title, category, description, or other general info.

**Steps to Change Checklist Details**

1. Click the **three-dot icon (⋮)** next to the checklist name.
2. Select **Change Details** from the menu.
3. Edit the **title**, **category**, **description**, or other fields.
4. Click **Save** to apply the updates.

![hecklist box](https://pluto-men.com/wp-content/uploads/2025/08/hecklist-box-1024x576.jpg)

### **Checklist QR code**

Each **checklist** comes with a unique **QR code** that allows users to instantly open and complete the checklist using a mobile device. You can **scan**, **download**, or **print** the QR code for quick access during fieldwork, audits, or equipment checks.

![QR code](https://pluto-men.com/wp-content/uploads/2025/08/QR-code-1024x576.jpg)