Below are the step-by-step instructions for how to create a routine in Equip.

Step 1: The first step in creating a routine is locating the routine library on the left-hand toolbar. To do this, select “Routines” in the navigation menu.

Step 2: If you don’t have any routines yet, you can click either of the “Create Routine” buttons to get started. If you’ve already added a routine to your library, click on the button in the top right. This button will always be visible on the Routine Library page.

Step 3: After selecting this, you will then see a screen pop-up that directs you to “Let’s get started!”.

Step 4: Name your routine! This is how the routine will show up in your library and to any other users you may share it with. Once a name is added, select “Create and Add Tasks” to begin detailing your Routine.

Step 5: Choose a category to be associated with the Routine - this will be color-coordinated and categorized in conjunction with Calendar categories (access how to create Calendar categories here). You can select from the list below, or leave it blank and decide later.

Step 6: Next, type a description for the routine. Generally, this is where the Routine is described. The step-by-step sequence of the routine is added at a later step. There are also additional features that can be enabled here like hyperlinks, phone numbers, and email addresses.

Step 7: Add images or link a video showing what success could look like for this routine.

Step 8: Next, toggle “Request Photo” if you would like photo proof of completion after the Routine ends.

Step 9: Toggle “Completion Notifications” if you would like notifications to be sent once the Routine is completed. Notifications may be sent via push, email, or through the app.

Step 10: Select the “Add Task” button to begin ordering the steps of the routine. A new task will be added for each step.

Step 11: First, name the new task. This name will be what is listed when the Routine is selected.

Step 12: Next, describe the task in more detail if needed. Here you can provide more specific information relative to the step.

Step 13: Choose an image from the photo library or from your computer that is associated with the step. This is an optional addition and can be changed later.

Step 14: Select the “Save Task” button in the bottom right of the screen.

Step 15: Your first task will now be visible in the center of the screen. Select “Add Task” and repeat as necessary to list all steps of the Routine.

Step 16: Search for recipients and add the Routine to their Routine Library. Here you may select individuals or groups to assign the Routine to.

Step 17: Finally, select “Save Routine” at the bottom of the screen.

Step 18: Congratulations! You have successfully created your first Routine! Your Routine will now be visible within the Routine Library on the left-hand toolbar.