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. Click Protocol actions on the right side of the protocol.
3. Click 'Save as a new template' in the drop-down and a pop-out will appear.
4. Keep the protocol name or give it a new name by clicking on the name a typing a new name.
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)
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. 

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