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

Protocols can be saved to the protocol templates to be uploaded to any task.

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.How to Upload a Protocol from the Protocol Template
  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.How to Upload a Protocol from the Protocol Template

  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".

This action will overwrite the current protocol in the task and unlink it from the repository. The current protocol will remain unchanged in the repository.

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


If you have any additional questions, please, do not hesitate to contact us at support@scinote.net. For more information about the Premium plans, please request a quote.