--- title: How to Add Inventory Items to a Protocol Template in SciNote description: This article covers how you can insert inventory items into your protocol templates and use them in a Task Protocol --- [Skip to content](https://knowledgebase.scinote.net/en/knowledge/how-to-template-inventory-items#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. [Inventory](https://knowledgebase.scinote.net/en/knowledge/using-scinote?hsLang=en#inventory) # How to Add Inventory Items to a Protocol Template in SciNote ## You can now assign inventory items directly within a Protocol Template in SciNote. This allows you to predefine the materials needed for a protocol and eliminate repetitive steps when creating new tasks. When the Protocol Template is loaded onto a Task, the assigned inventory items are automatically populated into the Assigned Items section - reducing setup time and improving consistency across teams. ### **How to Add Items to a Protocol Template** 1. Go to the **Protocol Templates** section in SciNote 2. Open or create a new Protocol Template 3. Click the new **Items** tab 4. Use the **Assign Items** button to select inventory items 5. Save the template ![Screenshot 2026-01-26 at 12.28.55 PM](https://knowledgebase.scinote.net/hs-fs/hubfs/Screenshot%202026-01-26%20at%2012.28.55%20PM.png?width=670&height=256&name=Screenshot%202026-01-26%20at%2012.28.55%20PM.png)   ### **What Happens When You Use the Template in a Task?** When a user loads the Protocol Template into a Task: - The **protocol steps and results** are added as usual - The **assigned inventory items** are automatically populated into the **Assigned Items** section of the Task - Users can still add or modify assigned items within the Task, if needed **Tip:** After loading a Protocol Template in a Task, double-check key item details such as **lot numbers**, **expiration dates**, **stock levels**, and other critical metadata. When the template is used, it will assign the **exact items** that were originally added to the template. If an item is later **expired**, **depleted**, or **no longer valid**, you’ll need to either: - **Update the template** with a valid replacement item, or - **Manually update the Assigned Items** after loading the template into a Task Keeping your assigned inventory items up to date helps prevent errors during task execution and supports compliance across your workflows.  \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ If you have any additional questions, please contact us at **[support@scinote.net](mailto:support@scinote.net)**. 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