On Labstep, a 'protocol' is the name of document that contains a set of instructions that you can follow. Examples of documents that you may want to save as 'protocol' are procedures, methods, templates, SOPs and of course protocols. 

You can import your existing protocols to Labstep and easily convert them into the smart Labstep format. You can also create a new protocol from scratch.

Please note you can only edit a protocol on a desktop computer. This feature is not yet available for mobile devices.

To create a new protocol from scratch:

  1. Click the '+ new' button and select 'protocol'.
  2. Type out the steps of your protocol.
  3. Highlight a single step and click the blue plus icon to add it as an interactive step.

Please note Adding a step as an interactive step allows you to view and tick off the step when you run the protocol in an experiment. To find out how to do this [Link to experiment runner].

4. There are a number of different formatting options available including, header, bold, italics, super script etc.

Please note that when the 'Header' icon is selected some of the other options will be unavailable. To make these options available again deselect 'Header'.

Importing a protocol and converting it to the Labstep format

  1. Click the '+ new' button and select protocol, or go to 'my Labstep', then 'protocols' and select one of your existing protocols on Labstep.
  2. Highlight the text (including any tables) from your existing protocol. Your existing protocol can be in any format e.g. Word document, PDF, Excel spreadsheet ect.
  3. Paste the text into the blank page of Labstep's protocol editor.
  4. Either highlight each individual step and click the plus icon each time OR highlight all steps and format as a bulleted list (by selecting the bullet point icon) and then select the 'plus' icon. This will automatically add all your current steps as interactive steps.

Adding Interactive elements 

Why might you want to add your steps as an interactive step and add other interactive features? By adding a step as interactive step, you can tick off each experiment as you complete it. This allows you to keep track of your progress.

You can also add other interactive elements to these steps. For example, you can add timers to keep track of time-sensitive steps or you can add a table that allows you to complete calculations using formulas. You can also reference resource items from your inventory. This is useful as it allows you to add a glance see information about the inventory items that you are using, e.g. exact location in the lab, mass/volume required etc.

What to find out how? Click the link to the help article below.


Can't find what you are looking for?

When you are logged on click the question mark icon and connect to one of our customer support officers and they will be able to help you.

Alternatively, click the button below to see Labstep's public product road map. The feature you need could already be coming very soon!

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