Use templates and run protocols

Templates give new entries a ready structure. A protocol is an entry with a Steps block that you tick off at the bench.

Start an entry from a template

1. Click New, then New entry.
2. Choose From a template.
3. Pick a template under Your lab, Yours or Built in. Use the search box to narrow the list.
4. Click Use template.

Save an entry as a template

1. Open the entry. Click the ⋯ menu and choose Save as template....
2. Enter a Name. Pick a Category if you want one.
3. Under Who can use it, choose Just me or everyone in your lab.
4. Leave Keep the structure only ticked to strip run data. Untick it to keep this run's text, numbers and files.
5. Click Save template.

Just me templates show under Yours. Lab templates show under Your lab for everyone in the lab.

Write a protocol

1. In an entry, type / and choose Steps.
2. Write one step per item.
3. Save it as a template so the lab can reuse it.

Run a protocol

1. Start a new entry from the protocol template.
2. Work through the steps at the bench.
3. Tick each step as you finish it. In a step, Ctrl/Cmd+Enter ticks or unticks it.

Each tick records who did the step and when. Exports and Copy content keep that record.