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 buttonHow to create a protocol
  5. Name the Step then click Insert to the right of the step namehow to create a protocol
  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. Checklists
    3. Rich text field
    4. File
  7. Continue clicking the new step button and adding content until your protocol is complete

You can add more than one type of content to an individual step by clicking insert

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

To create a protocol in the protocol templates:

  1. Navigate to the templates on the left side of the screen and click protocol templates.How to Create a Protocol
  2. Choose between creating a protocol in the team protocols or my protocols. 
    1. Team protocols: your team can view 
    2. My protocols: only you can view
  3. Click the blue new button. 
  4. Name your protocol by clicking on the New protocol title.
    1. To save the name click anywhere on the screen or the blue check button on the right.
  5. Click on the blue new step button to create your first step.
  6. Name the Step then click Insert to the right of the step name. 
  7. 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
  1. Continue clicking the new step button and adding content until your protocol is complete.
  2. You can navigate anywhere on your SciNote account and your protocol will be saved automatically. 
To load this protocol to a task, follow this article

For a better visual presentation watch our video tutorial below.


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