---
title: Create Checklist
description: "This section takes you through the steps of creating a checklist via the web 1. **Log in** to the Site Manager web platform. 2. From the left-hand menu, select **Checklist**. 3. Click + Add New Checklist on the upper-right corner…"
url: "https://pluto-men.com/help/create-checklist-2/"
updated: "2025-09-03"
category: Plutomen WORKFLOW / Site Manager
---

# Create Checklist

This section takes you through the steps of creating a checklist via the web

1. **Log in** to the Site Manager web platform.
2. From the left-hand menu, select **Checklist**.
3. Click + Add New Checklist on the upper-right corner of the checklist.
4. On the **Checklist Details** page, fill in the following:
   **Title** – Name of the checklist.
   **Category** – Primary classification to group checklists, inspections, and SOPs.
   **Subcategory** – Secondary classification for refined organization.
   **Description** – A brief explanation to help your team understand the checklist’s purpose.
5. Manage Access: This allows you to assign checklist users or groups by using a dropdown selection feature.

Note: To conduct inspections, the checklist must be published, and the related sites and machines should be assigned to the user

6. Pages & Sections:

The **Title Page** (mandatory) shows essential details like site, asset, and conducted by.

Organize questions into **Pages** and **Sections** for better clarity.

Add questions and choose the appropriate **Answer Type**.

Upload questions directly from **Excel** if available.

Duplicate sections/questions for recurring tasks.

Rearrange sections or questions easily using the **drag-and-drop** option (six-dot menu).

7. To make the checklist live, click **Publish** in the top-right corner.

If you're not yet ready to publish, you can return to the checklist list and resume later. Your progress is automatically saved as a draft while creating the checklist.