How to Upload a Protocol from the Protocol Templates (Link Protocol Templates to Tasks)

Protocols can be saved as protocol templates to be reused and uploaded to any tasks. Each Task can only have 1 linked template at a time, however you can insert steps from other published protocol templates into a task protocol.

To upload an existing protocol from the templates to a task:

1. Create a new task or open an existing one by clicking on the task's name.
2. Click Protocol actions on the right side of the protocol.
3. Select Load from templates from the drop-down menu.
4. Select the protocol you would like to upload by clicking on the protocol name. 
   1. You can choose the filter to search for words in your protocol title or keywords that may have been used to tag your protocol template.
   2. Only published protocols can be uploaded.
      
      
5. Click the blue Load protocol button at the bottom.
6. A new dialog box will appear at the top of the screen; click "OK".

Follow this article to learn how to save a protocol to the repository. Follow this article to learn how to create a protocol in the protocol template. 

To insert specific protocol steps from other protocol templates into a task:

Even if your Task has already been linked to one Protocol Template in SciNote, you have the ability to insert one or more protocol steps from other published templates to create hybrid protocols.

To insert steps from published Protocol Templates into a Task:

1. Create a new task or open an existing one by clicking on the task's name.
2. Click Protocol actions on the right side of the protocol.
3. Click Add protocol steps.
   1. 
   2. You can insert steps from multiple protocol templates, but ONLY if they're published and you have access. You must add steps from different templates one at a time. Select one or more steps from each template to insert, and these will be added to the end of the current protocol. 
   3. 
4. If your Task protocol is linked to a Protocol Template, inserting steps from other templates will trigger the protocol section icon to change.
   1. When blue, this indicates that the protocol on the task itself has been modified from the protocol version of the template itself.
   2. 

To learn how to load a protocol from the protocol template to a task watch our video tutorial.

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