How to Create a Protocol

You can create a protocol inside of a task and in the Protocol Templates.

To create a protocol inside a task:

1. Create a new task or navigate to the desired task
2. Enter the task card by clicking on the name
3. Name your protocol by clicking on the gray Enter protocol name
4. Click the blue New step button
5. Name the Step then click Insert to the right of the step name
6. You can add tables, checklists, text, and/or files to your step by clicking on the desired content in the dropdown. 
   1. Tables 
   2. Well plate
   3. Checklists
   4. Rich text field
   5. File
7. Continue clicking the new step button and adding content until your protocol is complete

To save this protocol to the protocol templates, follow this article.

To create a protocol in the templates repository:

1. Navigate to the templates on the left side of the screen and click protocol templates.
2. Click the blue New Protocol button.
3. Enter the name for the protocol template
4. Choose whether you would like to grant access to this template to all your team members 
   1. If you do not grant access, only you can view the template
   2. If you do grant access, you can select the level of access your team members have
5. Click on the blue Save button to save your template and begin adding steps
6. Click on the blue new step button to create your first step.
7. Name the Step then click Insert to the right of the step name. 
8. You can add tables, checklists, text, and/or files to your step by clicking on the desired content in the dropdown.
   1. Tables 
   2. Checklists
   3. Rich text field
   4. File
9. Continue clicking the new step button and adding content until your protocol is complete.
10. Once you have added the desired steps, click the blue Publish button on the top right of the protocol to publish the protocol and make it available for use within your task(s).  

To load this protocol to a task, follow this article. 

To learn more about creating protocols watch our video tutorial.

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