Welcome to Labstep. We put together this guide to help you get started with configuring your account in no time. Keep reading to find out how!

Step 1: Experiments & Protocols

Getting started

Once you’ve installed Labstep, you can get started on creating new experiments and protocols. You can import your files and data over but also copy/paste your text and images to your new experiment or protocol entry.

A smarter, cleaner way of handling your protocols

Once you’ve created your first protocol, you can begin to test out all the features we’ve designed to help you seamlessly track and develop your scientific discoveries in a smarter, more advanced way. Some of these functions include:

  • Incorporating live Protocol Runners that can help walk through and obtain data from your procedures in real time

  • Track and reference Resources and materials required for each protocol with ease via streamlined integration into all your documents

  • Embedded tables, timers and wrapped steps you can use to easily elaborate the protocol for an experiment and record data without leaving the page

  • Integration with multiple programming and storage services such as Google Drive, Python etc. to customise your essential workflows

A screenshot of the workspace overview

Step 2: Import your Inventory

Once you have your protocols in place, it’s time to link your materials. We provide a quick and easy way for you to import your inventory via a CSV or XLS file.

Setting up your inventory

Good inventory management in your laboratory is key to streamlining your protocols conveniently, so it’s vital that you learn these important processes on how to make your Labstep experience as efficient as possible:

  • How to create, disable and make use of item templates for any metadata from your individual resource items and categories

  • Inputting data in bulk rather than individually to your resource via built-in sequence recognition

Connect your existing systems with ease

We have created a Google Chrome extension that will allow you to add resources directly from vendor websites to your workspace inventory list. Once you connect your workspace via your API key to the extension (download here) from the Chrome web store, you will be able to:

  • Add new resources to your protocols using whichever website you are on by creating a new resource. Alternatively, you can also add the resources into an already existing resource category. It will then appear in your inventory.

  • Create order requests once a new resource has been created. Adjust the quantity that you would like to request, and your lab manager will then receive a notification of the required resources in their ‘order requests’ section of their workspace.

  • Request new vendors to be added to the list of compatible sites with the Google Chrome Labstep extension, by clicking on the extension window, selecting ‘Missing vendor-click to request’ at the bottom of the pop-up window. You will then asked to fill in a short Google Forms.

Fisher scientific page alongside the Labstep chrome extension creating a new resource based upon the vendor website details

Step 3: Configure your Labstep Workspace

Configure your workspace to your needs

After having established your protocols and inventory, it’s now time to configure Labstep. Customise your workspace settings to suit your needs:

  • Customise your tags to segment according to teams, projects or workflows. Organise them for all types of content within your workspace.

  • Set your resource categories to organise your samples and materials into specific locations. Any new category you create can have imported or created metadata categories attached as well. Resources of the same category will often have the same metadata fields, so instead of having to create the metadata fields every time you create a resource, you can just specify the category and the metadata fields will be added automatically.

A screenshot showing what a resource category page looks like, where you can create resource and item templates and import resources too
  • All resource locations can be given a default location as well as embedded workplace settings so that they can be used by all members in your team.

A screenshot showing what a resource looks like

Streamline and connect your workflow

Labstep supports integration with a wide variety of storage applications, like Google Drive, One Drive, Dropbox or Box allowing you to easily make links to files in results, notes and comments. Simply select the app of your choice and login to your account to choose the desired files for your experiments.

Furthermore, Labstep also offers instrument and device integration for the instruments you use in the laboratory to take measurements or record data. Creating a new device is incredibly easy:

  • Head over to ‘Instruments and Devices’ and click ‘New Device’.

  • Provide details for your new device or instrument, as well as any relevant metadata such as the serial number, manufacturer or model. You can also add important data fields such as service dates, attach instruction manual files and other important documents.

  • In the ‘Notes’ tab you also keep a record of any required services or calibrations for the device.

Instruments and Devices location in the workspace, as well as how to add a new device or find out more.

Data from these instruments can then be used to populate data fields for your experiments in one click by adding the data field to a protocol or experiment template you can reuse again and again. To enable fetching data from a device, when creating the data field click ‘Add measurement device’ and then select the instrument you are experimenting with. Next time you run the protocol, you can simply click ‘Fetch from device’ and the data will fill in with the most recent type sent in by that instrument!

Labstep team tip: Make sure you have specified what type of data you are expecting. Labstep can receive 3 different types of data → simple numeric measurements, .csv files and free form text. In order to send numeric data or free form text you will need the Labstep API. If you are not comfortable with coding, then use the device client.

A GIF showing how to fetch data from a device

The Labstep Device Client can be used to send over files from your device without using any code to simplify your lab processes. If you haven't already you'll need to download the latest version of the Device Client from here (PC) or here (Mac). Don’t forget to authenticate your Device Client with a valid Labstep API Key which you can learn how to create here.

From here you can easily add devices by selecting the device connected to the computer that you want to send data from. Or you can create a new one if you haven't already. Finally, select the folder you would like the device to output data to. From now on, whenever a file is saved to this folder the Device Client will register and upload it to Labstep. If the file was uploaded successfully a pop-up notification should appear. If you have multiple instruments connected to the same PC saving data to different folders you can click 'add device' to watch different folders for different devices.


We know that endless notifications can be annoying. So, for each workspace you are part of, you can choose how you are notified of changes and updates to workspace content. You can then select the relevant notifications you require as well as how you want to receive them.

A screenshot showing the notifications page within workspace settings

Step 4: Configure for you and your team

Users & members

Next, you need to configure Labstep so that it's set up properly for your team depending on whether you have an enterprise or academic account.

You can also directly enter your member management area by clicking the grey cogwheel next to Members. This is where you can set user roles and workspace permissions.

Company admin management and the ability to search for, invite and promote users.

Organisation admins also gain access to a special management tab that shows an overview of all the workspaces created by members of your organization, with full permission over everything within these spaces. You can also use this tab to manage users.

Enterprise functionality

Enterprise admin users also gain access to IP Whitelisting at an Organisational level. This ensures that company data can only be accessed from an approved set of IP addresses. Find out more about IP Whitelisting here. If you are interested in this particular feature for your organization, please contact our wonderful Sales team here.

Enterprise functionality where one can give specific viewing permissions only to those who are of a certain IP address.

Still need help?

Contact us here or start a conversation with a member of our team using our in-app chat.

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