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Creating a Routine

Written by MaryGrace Flores

Equip’s Routine Library allows users to create, manage, and assign step-by-step routines easily. Whether you’re setting up a personal checklist, guiding someone through a task, or organizing daily activities, this guide will walk you through each step.

Routine photo-submission notifications

Submitting a photo for a routine triggers a separate photo-submission notification. This can include an email titled Routine photo has been submitted. Recipients include the participant’s active supporters.

The routine’s Completion Notifications toggle controls routine-completion alerts only. Turning it off does not stop photo-submission notifications. Request Photo prompts the participant to submit a photo; the photo submission itself triggers the separate alert.

There is currently no setting to turn off photo-submission notifications while continuing to collect routine photos. Neither Event Notifications Enabled nor a user’s Routine Reminders preference controls these photo-submission alerts. Keep event notifications enabled if you still need event alerts.

If an unexpected routine email arrives, check its subject to distinguish a photo-submission alert from a completion alert. Contact the Equip team if you need help identifying the notification.

Steps to Create a Routine:

Equip’s Routine Library enables users to create, manage, and assign step-by-step routines efficiently. Follow these steps to create a routine:

  1. Access the Routine Library:

    1. Navigate to “Routines” in the left-hand toolbar.

  2. Initiate a New Routine:

    1. Click the “Create Routine” button located at the top right of the Routine Library page.

  3. Name the Routine:

    1. Enter a Routine Name to identify it in your library and for any shared users.

  4. Create the Routine:

    1. Click Create and Add Tasks. The remaining settings and task editor appear after this initial save.

  5. Assign a Category (Optional):

    1. Select a category to color-code and organize the routine alongside Calendar categories.

  6. Provide a Description:

    1. Add a brief description outlining the routine’s purpose. The description field supports:

    2. Hyperlinks: Direct users to external resources.

    3. Phone numbers: Allow quick dialing.

    4. Email addresses: Enable easy communication.

  7. Add Visual Guidance (Optional):

    1. Upload an image, or enter a video URL in Video Link, to demonstrate the routine.

  8. Enable Request Photo (Optional):

    1. Toggle “Request Photo” to prompt users to upload a photo upon routine completion.

  9. Enable Completion Notifications (Optional):

    1. Toggle “Completion Notifications” to receive alerts when the routine is completed.

  10. Generate Tasks Using AI (Optional):

    1. Click “Generate Tasks” to utilize AI in creating a task list:

    2. The AI will generate up to 8 steps, each with a maximum of 5 words, at a 5th-grade reading level.

    3. Review and edit the generated tasks as needed.

  11. Manually Add Tasks:

    1. Click “Add New Task” to input each step:

    2. Task Name: Label for the step.

    3. Description: Detailed information about the task.

    4. Image: Upload a relevant photo to assist users.

  12. Assign the Routine:

    1. Search for and select individuals or groups to add the routine to their Routine Library.

  13. Save the Routine:

    1. Click “Save Routine” at the bottom of the screen. The routine will now appear in your Routine Library.

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