--- title: How to Save an already-created Task Protocol to the Protocol Templates description: You can save protocols that you create in a Task to your Protocol Template (PT) repository. --- [Skip to content](https://knowledgebase.scinote.net/en/knowledge/how-to-save-a-protocol-to-the-repository#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. [Using SciNote](https://knowledgebase.scinote.net/en/knowledge/using-scinote?hsLang=en) 3. [Protocols](https://knowledgebase.scinote.net/en/knowledge/using-scinote?hsLang=en#protocols) # How to Save an already-created Task Protocol to the Protocol Templates ## You can save protocols that you create in a Task to your Protocol Template (PT) repository. #### To save your task protocol as a new Protocol Template (PT): 1. Navigate to the desired Task card/Task page. 2. **ClickProtocol actions** on the right side of the protocol. [![protocol\_actions\_button](https://knowledgebase.scinote.net/hs-fs/hubfs/protocol_actions_button.png?width=655&height=64&name=protocol_actions_button.png)](https://knowledgebase.scinote.net/hubfs/protocol_actions_button.png?hsLang=en) 3. **Click 'Save as a new template'** in the drop-down and a pop-out will appear.[![Protocol actions\_templates](https://knowledgebase.scinote.net/hs-fs/hubfs/KB%20article%20screenshots/Protocol%20actions_templates.png?width=200&height=168&name=Protocol%20actions_templates.png)](https://knowledgebase.scinote.net/hubfs/KB%20article%20screenshots/Protocol%20actions_templates.png?hsLang=en) 4. Keep the protocol name or give it a new name by**clicking** on the **name** a **typing** a new name. [![Save protocol template\_1](https://knowledgebase.scinote.net/hs-fs/hubfs/KB%20article%20screenshots/Save%20protocol%20template_1.png?width=600&height=295&name=Save%20protocol%20template_1.png)](https://knowledgebase.scinote.net/hubfs/KB%20article%20screenshots/Save%20protocol%20template_1.png?hsLang=en) 5. 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 (Owner, User, or Viewer)[![save protocol template\_2](https://knowledgebase.scinote.net/hs-fs/hubfs/KB%20article%20screenshots/save%20protocol%20template_2.png?width=598&height=360&name=save%20protocol%20template_2.png)](https://knowledgebase.scinote.net/hubfs/KB%20article%20screenshots/save%20protocol%20template_2.png?hsLang=en) 6. Once you are finished,**click** the blue **Save** button  7. If you would like to link this protocol template to a task, you'll need to navigate to the template repository and **publish this protocol before it can be linked to a task** Your protocol is now saved in the protocol templates to be uploaded easily for future use. To load a published protocol from the templates 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).    \*Reminder – when you save a Task protocol as a new Protocol Template, it is saved in ***Draft*** state. Before you can load the template into your SciNote Tasks, a user with 'Owner' permissions must first ***Publish*** the draft protocol.  [Read more here on how to save different versions/publish drafts of templates.](https://knowledgebase.scinote.net/en/knowledge/how-to-save-different-versions-of-a-protocol?hsLang=en) --- If you have any additional questions, please, do not hesitate to contact us at **[support@scinote.net](mailto:support@scinote.net). **For more info about the Premium plans, **[request a quote.](https://www.scinote.net/get-a-quote-pricing/)** - [Getting Started](https://knowledgebase.scinote.net/en/knowledge/getting-started?hsLang=en#main-content) - [First Steps](https://knowledgebase.scinote.net/en/knowledge/getting-started?hsLang=en#first-steps) - [How to get most out of SciNote](https://knowledgebase.scinote.net/en/knowledge/getting-started?hsLang=en#how-to-get-most-out-of-scinote) - [Using SciNote](https://knowledgebase.scinote.net/en/knowledge/using-scinote?hsLang=en#main-content) - [General](https://knowledgebase.scinote.net/en/knowledge/using-scinote?hsLang=en#general) - [Protocols](https://knowledgebase.scinote.net/en/knowledge/using-scinote?hsLang=en#protocols) - [Experiments](https://knowledgebase.scinote.net/en/knowledge/using-scinote?hsLang=en#experiments) - [Tasks and workflows](https://knowledgebase.scinote.net/en/knowledge/using-scinote?hsLang=en#tasks-and-workflows) - [Inventory](https://knowledgebase.scinote.net/en/knowledge/using-scinote?hsLang=en#inventory) - [App](https://knowledgebase.scinote.net/en/knowledge/using-scinote?hsLang=en#app) - [Frequently Asked Questions](https://knowledgebase.scinote.net/en/knowledge/frequently-asked-questions?hsLang=en#main-content) - [Troubleshooting](https://knowledgebase.scinote.net/en/knowledge/frequently-asked-questions?hsLang=en#troubleshooting) - [General](https://knowledgebase.scinote.net/en/knowledge/frequently-asked-questions?hsLang=en#general) - [Self-Guided Learning](https://knowledgebase.scinote.net/en/knowledge/self-guided-learning?hsLang=en#main-content) - [Courses](https://knowledgebase.scinote.net/en/knowledge/self-guided-learning?hsLang=en#courses) - [Video Tutorials](https://knowledgebase.scinote.net/en/knowledge/self-guided-learning?hsLang=en#video-tutorials) - [In-app Guides](https://knowledgebase.scinote.net/en/knowledge/self-guided-learning?hsLang=en#in-app-guides) - [Account Settings and Management](https://knowledgebase.scinote.net/en/knowledge/account-settings-and-management?hsLang=en#main-content) - [Account settings and preferences](https://knowledgebase.scinote.net/en/knowledge/account-settings-and-management?hsLang=en#account-settings-and-preferences) - [Organization and Workspace settings](https://knowledgebase.scinote.net/en/knowledge/account-settings-and-management?hsLang=en#organization-and-workspace-settings) - [Users and permissions](https://knowledgebase.scinote.net/en/knowledge/account-settings-and-management?hsLang=en#users-and-permissions) - [Referrals](https://knowledgebase.scinote.net/en/knowledge/account-settings-and-management?hsLang=en#referrals) - [Installations and Integrations](https://knowledgebase.scinote.net/en/knowledge/installations-and-integrations?hsLang=en#main-content) - [Hosting and local installation](https://knowledgebase.scinote.net/en/knowledge/installations-and-integrations?hsLang=en#hosting-and-local-installation) - [Integrations](https://knowledgebase.scinote.net/en/knowledge/installations-and-integrations?hsLang=en#integrations) - [Technical specifications and programming](https://knowledgebase.scinote.net/en/knowledge/installations-and-integrations?hsLang=en#technical-specifications-and-programming) - [Privacy and Data Security](https://knowledgebase.scinote.net/en/knowledge/privacy-and-data-security?hsLang=en#main-content) - [Account access](https://knowledgebase.scinote.net/en/knowledge/privacy-and-data-security?hsLang=en#account-access) - [Activity log and data traceability](https://knowledgebase.scinote.net/en/knowledge/privacy-and-data-security?hsLang=en#activity-log-and-data-traceability) - [Data security](https://knowledgebase.scinote.net/en/knowledge/privacy-and-data-security?hsLang=en#data-security) - [Billing and Pricing](https://knowledgebase.scinote.net/en/knowledge/billing-and-pricing?hsLang=en#main-content) - [Subscription and billing](https://knowledgebase.scinote.net/en/knowledge/billing-and-pricing?hsLang=en#subscription-and-billing) - [Default HubSpot Blog](https://scinote-3850750.hs-sites.com/blog) [![Chill listening crop-3](https://knowledgebase.scinote.net/hs-fs/hubfs/SciNote-Logo-2018-1024x203-1.png?width=151&height=30&name=SciNote-Logo-2018-1024x203-1.png "Chill listening crop-3")](https://www.scinote.net/) Customer Support Copyright © 2026, SCINOTE LLC