Labstep makes creating and running protocols easy. You can add interactive elements and run your protocol in real time in just a few clicks. Keep reading to learn how.


In this article, you will learn how to:

Creating a new protocol:

  1. Click on 'New Protocol' (from the workspace overview or Protocol Library)

  2. Click on 'Untitled Protocol' to rename it

  3. Enter the name of your choice

Labstep team tip: You can copy-paste text, tables and images from other document directly into the protocol entry!

A GIF showing how to create a protocol

Labstep team tip: If you don't want any collaborators to edit your protocol, you can create a new version of it which will lock the 'Version #1' and prevent anyone from modifying it (including you). You can add a description for the new version. Please note, every time a new version is created, the previous one will be locked. You can keep track of the versions by clicking on 'Activity' or 'Version #x - Latest'

A GIF showing how to create a new version of a protocol

Managing collaborators:

  1. Click on the person icon 👤+ , located right next to yours to add collaborators

  2. Click on the search bar with the field 'Search for users to assign'

  3. Select which member you wish to assign the protocol to

  4. From there, you can assign/unassign yourself or others

  5. Click on 'Done' or the cross ✖ once you've finished

Labstep team tip: As the creator of the protocol, you are not automatically assigned to it. You can choose to assign it to yourself or others. The person(s) assigned to the protocol will be in charge of running it.

A GIF showing how to assign or unassign users to a protocol

Editing a protocol:

  • Interactive steps

  1. Select the text you wish to wrap

  2. Click on the check mark icon (✓)

  3. The selected text is now an interactive step of your protocol!

Labstep team tip: Labstep recognises bullet/numbered lists as steps. You can click once on the tick icon and it will wrap each bullet point as an individual step automatically.

A GIF showing how to turn text into an interactive step of a protocol

Labstep team tip: To unwrap a step, click on the cross ✖ at the top right-hand corner of the chosen step

A screenshot showing where to click to unwrap a step
  • Linking material to the inventory:

  1. Highlight a material to link, a pop-up will appear

  2. Click on 'Material'

  3. Select the resource, add in the amount and unit

  4. Click on 'Done'

Labstep team tip: You can add material by typing / , or reference material by typing @ . To link it to a resource, simply select the resource of your choice then click on 'Done', it will be linked to it automatically.

A GIF showing how to link a material to your inventory

Labstep team tip: You can add additional data in 'Advanced Settings' such as 'Input/Output', 'Lineage' and 'Category'.

A screenshot showing the advanced settings available when linking a material to your inventory
  • Adding a timer:

  1. Navigate to the right-hand side menu

  2. Click on 'Timers'

  3. Click on 'Add Timer'

  4. Add a name and fill in the appropriate time field(s)

  5. Drag the timer to your desired location within your protocol entry, you can add it multiple times throughout the protocol

Labstep team tip: Click on the timer to edit it accordingly. To delete it, navigate to 'Timers', then click on the vertical ellipsis next to your timer's name and click on 'Delete'.

A GIF showing how to add a timer to a protocol
  • Adding other elements:

- Type / , to add in a 'Step', 'Table', 'Material', 'Data', 'Timer', 'File', 'Image', 'Link' or 'Code Snippet'

- Type @ , to reference an existing 'Material', 'Data', 'Timer', 'Step' or 'Table'

- Click on the vertical ellipsis to add tags to your protocol.

- Click on 'Data' to add in files such as tables or images

- Once you've used the protocol in an experiment, you'll be able to see which experiment the protocol is linked to in 'Linked Experiments'

- Click on 'Notes' to add and view notes from yourself and collaborators

Labstep team tip: You can check all the changes that occurred within a protocol by clicking on 'Activity'.

A screenshot showing where you can find other interactive elements to add to your protocol

Running a protocol:

  1. Navigate to the Protocol library

  2. Click on 'Start'

  3. Click on 'Start' again (top right-hand corner of your screen)

  4. Click on the check mark icon to mark a step as completed

  5. Click on the timer (if you have one), click on the play icon ▶ to start it

  6. Once you've completed all the steps, click on 'Finish'

Labstep team tip: You can find the protocol you've just ran in your Experiments library under the name "Run of [Protocol's name]".

A GIF showing how to run a protocol

You can also run a protocol from an Experiment by clicking on the 'Protocols' tab, then clicking on 'Start' next to the desired protocol.

A GIF showing another way to run a protocol

Enabling the completion checklist:

  1. Click on the gear icon on the left-hand side bar menu

  2. Click on 'Experiments'

  3. Tick the box next to 'Completion Checklist'

Labstep team tip: The completion checklist helps you to make sure you have forgotten anything while conducting your experiment or running your protocol, by highlighting missing data fields and incomplete steps.

A GIF showing how to enable the completion checklist
A screenshot showing what the completion checklist looks like


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