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.
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:
Access the Routine Library:
Navigate to “Routines” in the left-hand toolbar.
Initiate a New Routine:
Click the “Create Routine” button located at the top right of the Routine Library page.
Name the Routine:
Enter a Routine Name to identify it in your library and for any shared users.
Assign a Category (Optional):
Select a category to color-code and organize the routine alongside Calendar categories.
Provide a Description:
Add a brief description outlining the routine’s purpose. The description field supports:
Hyperlinks: Direct users to external resources.
Phone numbers: Allow quick dialing.
Email addresses: Enable easy communication.
Add Visual Guidance (Optional):
Upload images or videos demonstrating successful completion of the routine.
Enable Request Photo (Optional):
Toggle “Request Photo” to prompt users to upload a photo upon routine completion.
Enable Completion Notifications (Optional):
Toggle “Completion Notifications” to receive alerts when the routine is completed.
Generate Tasks Using AI (Optional):
Click “Generate Tasks” to utilize AI in creating a task list:
The AI will generate up to 8 steps, each with a maximum of 5 words, at a 5th-grade reading level.
Review and edit the generated tasks as needed.
Manually Add Tasks:
Click “Add Task” to input each step:
Task Name: Label for the step.
Description: Detailed information about the task.
Image: Upload a relevant photo to assist users.
Assign the Routine:
Search for and select individuals or groups to add the routine to their Routine Library.
Save the Routine:
Click “Save Routine” at the bottom of the screen. The routine will now appear in your Routine Library.