--- title: How to Create a Task Protocol or Protocol Template description: You can create SciNote protocols both inside a Task and in the Protocol Templates section. Protocols made on Tasks can be saved as new Templates. --- [Skip to content](https://knowledgebase.scinote.net/en/knowledge/how-to-create-a-protocol#main-content) English Show submenu for translations [Leave us a message](https://knowledgebase.scinote.net/en/knowledge/kb-tickets/new?hsLang=en) ![SciNote\_logo\_color\_2023.png\]](https://knowledgebase.scinote.net/hs-fs/hubfs/SciNote_logo_color_2023.png?height=40&name=SciNote_logo_color_2023.png) Open main navigation Close main navigation - English Show submenu for translations - [Leave us a message](https://knowledgebase.scinote.net/en/knowledge/kb-tickets/new) - Contact us Contact us How can we help you? - There are no suggestions because the search field is empty. 1. [Customer Support](https://knowledgebase.scinote.net/en/knowledge?hsLang=en) 2. [Getting Started](https://knowledgebase.scinote.net/en/knowledge/getting-started?hsLang=en) 3. [First Steps](https://knowledgebase.scinote.net/en/knowledge/getting-started?hsLang=en#first-steps) # How to Create a Task Protocol or Protocol Template ## You can create a protocol either inside of a Task or in the Protocol Templates section. ### To create a protocol inside a Task: 1. [Create a new Task](https://knowledgebase.scinote.net/en/knowledge/how-can-i-create-tasks-and-workflows?hsLang=en)ornavigate to the desired **task page** 2. Enter the task card by **clicking** on the name 3. Name your protocol by**clicking** on the gray **Protocol title** 1. Enter an *optional* protocol **Description** below the protocol title 4. **Click**the **+** **New step** button to add your first step[![SciNote Add First Protocol Step-1](https://knowledgebase.scinote.net/hs-fs/hubfs/SciNote%20Add%20First%20Protocol%20Step-1.jpg?width=655&height=313&name=SciNote%20Add%20First%20Protocol%20Step-1.jpg)](https://knowledgebase.scinote.net/hubfs/SciNote%20Add%20First%20Protocol%20Step-1.jpg?hsLang=en) 5. **Name the Step**then**click Insert** to the right of the step name[![Insert Content Task Dropdown May 2025](https://knowledgebase.scinote.net/hs-fs/hubfs/Insert%20Content%20Task%20Dropdown%20May%202025.jpg?width=655&height=224&name=Insert%20Content%20Task%20Dropdown%20May%202025.jpg)](https://knowledgebase.scinote.net/hubfs/Insert%20Content%20Task%20Dropdown%20May%202025.jpg?hsLang=en) 6. You can add tables, checklists, text, and/or files to your protocol step by **clicking** on the desired content in the **Insert content dropdown**. These content blocks are available: 1. [SciNote Tables ](https://knowledgebase.scinote.net/en/knowledge/how-can-i-use-tables?hsLang=en) 2. Well plates (different sizes available) 3. Checklists 4. Rich text fields (Text) 1. Tip – you can paste URL's, use [Smart Annotations](https://knowledgebase.scinote.net/en/knowledge/what-are-smart-annotations-in-scinote?hsLang=en), upload image files, and also create tables within Rich Text Fields 5. [Files](https://knowledgebase.scinote.net/en/knowledge/how-do-i-upload-and-embed-image?hsLang=en) - e.g., images, videos, PDFs, Word, Excel, GraphPad Prism, etc. 1. \*Any file type can be uploaded to SciNote, but there's a 350MB file size limit per individual file uploaded 2. SciNote also has a native integration with MS Office, so you can create Word, PPT, and Excel Online files directly from Tasks. [Learn more here.](https://knowledgebase.scinote.net/en/knowledge/what-is-scinotes-microsoft-office-online-integration?hsLang=en) 3. [Genetic Sequencing Editor Tool](https://knowledgebase.scinote.net/en/knowledge/sequence-editor?hsLang=en) and [Chemical drawing tool](https://knowledgebase.scinote.net/en/knowledge/how-to-create-chemical-drawings?hsLang=en) add-ons are available. Reach out to your account representative if interested! 6. [Forms](https://knowledgebase.scinote.net/en/knowledge/what-is-the-fillable-forms-feature-in-scinote?hsLang=en) - audit-ready, reusable digital templates for entering key information directly into protocol steps 1. The structured fillable forms feature was launched in April, 2025 and is available for select plans. Reach out to your account representative for more info! 7. Continue **clicking** the **+ New step** button (or **+ Add step** button below an existing step) and adding content until your protocol is complete. 1. SciNote also allows you to ***add in protocols steps from other published templates*** as you build out new protocol templates. Click **Protocol actions --\> Add protocol steps** to access this feature. 1. [![Add Protocol Steps on Tasks](https://knowledgebase.scinote.net/hs-fs/hubfs/Add%20Protocol%20Steps%20on%20Tasks.png?width=196&height=141&name=Add%20Protocol%20Steps%20on%20Tasks.png)](https://knowledgebase.scinote.net/hubfs/Add%20Protocol%20Steps%20on%20Tasks.png?hsLang=en) 2. You can insert steps from multiple protocol templates, but ONLY if they're published and you have access.  Select one or more steps from each template to insert, and these will be added to the end of the current protocol.  1. ![](https://knowledgebase.scinote.net/hs-fs/hubfs/Add%20Protocol%20Steps%20from%20another%20Template-png.png?width=411&height=285&name=Add%20Protocol%20Steps%20from%20another%20Template-png.png) 3. If your Task protocol is linked to a Protocol Template, inserting steps from other templates will trigger the icon to change. When **blue**, this indicates that the protocol on the task itself has been modified from the protocol version of the template itself. 1. [![](https://knowledgebase.scinote.net/hs-fs/hubfs/Version%20of%20Protocol%20on%20Task%20has%20been%20edited%20fromLinked%20Protocol%20Template-jpg.jpeg?width=495&height=274&name=Version%20of%20Protocol%20on%20Task%20has%20been%20edited%20fromLinked%20Protocol%20Template-jpg.jpeg)](https://knowledgebase.scinote.net/hubfs/Version%20of%20Protocol%20on%20Task%20has%20been%20edited%20fromLinked%20Protocol%20Template-jpg.jpeg?hsLang=en) You can add more than one type of content block to an individual step by **clicking** **insert** multiple times.  To **save a protocol you created directly on a Task as a new Protocol Template**, [follow this article.](https://knowledgebase.scinote.net/en/knowledge/how-to-save-a-protocol-to-the-repository?hsLang=en) ### To create a protocol in the Protocol Templates repository: 1. **Navigate** to the **Templates** on the left side of the screen (main feature menu) and**click on --\> Protocol templates.**[![Protocol Templates Icon-1](https://knowledgebase.scinote.net/hs-fs/hubfs/Protocol%20Templates%20Icon-1.png?width=267&height=67&name=Protocol%20Templates%20Icon-1.png)](https://knowledgebase.scinote.net/hubfs/Protocol%20Templates%20Icon-1.png?hsLang=en) 2. **Click** the blue **+ New protocol template** 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(by selecting the access checkbox or not) 1. If you do not grant access, only you can view and use the template 2. If you do grant access, you can select the level of access your team members have (Owner, User, or Viewer)[![Create New Protocol Template 2024 SciNote](https://knowledgebase.scinote.net/hs-fs/hubfs/Create%20New%20Protocol%20Template%202024%20SciNote.jpg?width=598&height=379&name=Create%20New%20Protocol%20Template%202024%20SciNote.jpg)](https://knowledgebase.scinote.net/hubfs/Create%20New%20Protocol%20Template%202024%20SciNote.jpg?hsLang=en) 5. **Click** on the blue **Create** button to create your new template as a draft 6. **Click** into the **Name** of your new draft protocol to begin adding steps 7. **Click** on the blue **+ New step** button to create your first step. 8. **Name the Step** then**click Insert content** to the right of the step name.  9. You can add tables, checklists, text, well plates and/or files to your step by **clicking** on the desired content type in the dropdown. 1. [SciNote Tables ](https://knowledgebase.scinote.net/en/knowledge/how-can-i-use-tables?hsLang=en) 2. Well plates (different sizes available) 3. Checklists 4. Rich text fields (Text) 1. Tip – you can paste URL's, use [Smart Annotations](https://knowledgebase.scinote.net/en/knowledge/what-are-smart-annotations-in-scinote?hsLang=en), upload image files, and also create tables within Rich Text Fields 5. [Files](https://knowledgebase.scinote.net/en/knowledge/how-do-i-upload-and-embed-image?hsLang=en) - e.g., images, videos, PDFs, Word, Excel, GraphPad Prism, etc. 1. \*Any file type can be uploaded to SciNote, but there's a 350MB file size limit per individual file uploaded 2. SciNote also has a native integration with MS Office, so you can create Word, PPT, and Excel Online files directly from Tasks. [Learn more here.](https://knowledgebase.scinote.net/en/knowledge/what-is-scinotes-microsoft-office-online-integration?hsLang=en) 3. [Genetic Sequencing Editor Tool](https://knowledgebase.scinote.net/en/knowledge/sequence-editor?hsLang=en) and [Chemical drawing tool](https://knowledgebase.scinote.net/en/knowledge/how-to-create-chemical-drawings?hsLang=en) add-ons are available. Reach out to your account representative if interested! 6. [Forms](https://knowledgebase.scinote.net/en/knowledge/what-is-the-fillable-forms-feature-in-scinote?hsLang=en) - audit-ready, reusable digital templates for entering key information directly into protocol steps 1. The structured fillable forms feature was launched in April, 2025 and is available for select plans. Reach out to your account representative for more info! 10. Continue **clicking** the **+ New step** button (or **+ Add step** button below an existing step) and adding content until your protocol is complete. 1. SciNote also allows you to ***add in protocols steps from other published templates*** as you build out new protocol templates. Click **Protocol actions --\> Add protocol steps** to access this feature. 1. [![](https://knowledgebase.scinote.net/hs-fs/hubfs/Add%20Protocol%20Steps%20on%20Templates-png.png?width=196&height=143&name=Add%20Protocol%20Steps%20on%20Templates-png.png)](https://knowledgebase.scinote.net/hubfs/Add%20Protocol%20Steps%20on%20Templates-png.png?hsLang=en) 2. You can insert steps from multiple protocol templates, but ONLY if they're published and you have access.  Select one or more steps from each template to insert, and these will be added to the end of the current protocol.  1. ![](https://knowledgebase.scinote.net/hs-fs/hubfs/Add%20Protocol%20Steps%20from%20another%20Template-png.png?width=411&height=285&name=Add%20Protocol%20Steps%20from%20another%20Template-png.png) 11. Once you have added the desired steps, click the blue **Publish** button in the top right of the protocol template page to publish the protocol and make it available for use within your task(s).  [![Protocol Template\_publish](https://knowledgebase.scinote.net/hs-fs/hubfs/KB%20article%20screenshots/Protocol%20Template_publish.png?width=688&height=231&name=Protocol%20Template_publish.png)](https://knowledgebase.scinote.net/hubfs/KB%20article%20screenshots/Protocol%20Template_publish.png?hsLang=en) Only those with ***'Owner'*** or ***'User'*** access for a Protocol Template can make edits or **create new drafts**, such as a changing the template name. Only ***'Owner' ***users can **publish** Protocol Template drafts as a new version. **To load and link a published Protocol Template to a Task**, [follow this article](https://knowledgebase.scinote.net/en/knowledge/how-do-i-upload-a-protocol-from-a-repository-to-a-task?hsLang=en). 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