Equip

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.

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

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

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

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

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

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.

1. Upload images or videos demonstrating successful completion of the routine.

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

Enable Completion Notifications (Optional):

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

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.

1. Click “Add 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.

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

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

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. Assign a Category (Optional):
 1. Select a category to color-code and organize the routine alongside Calendar categories.
5. 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.
6. Add Visual Guidance (Optional):
 1. Upload images or videos demonstrating successful completion of the routine.
7. Enable Request Photo (Optional):
 1. Toggle “Request Photo” to prompt users to upload a photo upon routine completion.
8. Enable Completion Notifications (Optional):
 1. Toggle “Completion Notifications” to receive alerts when the routine is completed.
9. 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.
10. Manually Add Tasks:
 1. Click “Add 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.
11. Assign the Routine:
 1. Search for and select individuals or groups to add the routine to their Routine Library.
12. Save the Routine:
 1. Click “Save Routine” at the bottom of the screen. The routine will now appear in your Routine Library.

Steps to Create a Routine: