# Getting Started

# Creating an account

If you already have a Google or Github account you can log in by clicking the respective buttons on kanobo.app. Otherwise, click on the 'create an account' link below the Sign in button to create an account. You will receive an email with a link to verify your email. Once verified you can log in with your new account. You can only use one sign-in method, so if you choose to log in using your Google account you won't be able to log in with your Github account even if it uses the same email address.

# Creating a lab

After logging in for the first time you'll be taken to a page to create a lab. Give your lab a name (this can be changed later), a short url to set the URL your lab workspace will live in (this can not be changed later) and select the plan for your lab (this can be changed later).

# Subscription Checkout

Follow the instructions in the pop-up to complete your subscription. Your credit card won't be charged until after the first 30-day trial. You can pause your subscription and charges any time in Lab Settings.

# Adding Lab Members

Add members by clicking the Manage Members link in Lab Overview.

Enter your lab member's email address in the input field and select their role. The most common role for a typical Lab is a 🔬 Lab Member. There are four options:

  • 💼 Lab Admins have full access, including updating the Lab's billing/subscription, all projects, and adding new Members.
  • 🔬 Lab Members can view all projects but can not view lab settings or add new members.
  • 🧫 Collaborators can only view projects they own or projects that either have experiments or comments assigned to them.
  • 🚫 Inactive members will not have access to this lab. Set this for alumni who have graduated from the lab or when you accidentally created a user.

Once added, the member will receive an email with a link to your lab with instructions to sign in using the email they sent you. They must use the email address you added to be able to access your lab.

# Adding Projects

Organize your lab with projects — The main button used for adding and saving will be located in the footer. In Lab Overview click Add Project.

Give your project a name (required), an estimated completion date (optional), project owners, and a description of the project goal (optional). Set the project permissions:

  • Any Lab Member can Edit & Comment
  • Only Project Members can Edit & Comment

Who are Project Members? Project Owners, Experiment Owners, and those Mentioned in Comments are considered Project Members

# Adding Experiments

Organize your project with experiments — Once you have created a project you'll be able to add an experiment within that project in the footer. Give your experiment a name, set the experiment owner, an estimated completion date (required), and experiment goals. Optionally, set the priority and color.

Once you've completed a few experiments, you can view the average difference between the actual completion date and estimated completion date for your last 10 completed experiments by hovering over the icon.

# Managing Experiments

Manage your progress — Each Project Page by default displays the experiments in a kanban view where you can drag and drop experiments to change its status. In order to change an experiment status to Done, the experiment owner will need to mark completed or abandoned in the postmortem window.

1. Drag to Done
2. Postmortem

Click on an experiment's name to view its notebook entries. To see entries in chronological order, click the list mode button.

# Adding Entries

Document your work — In the footer of each Experiment page is a button to add new Notebook entries. Give your entry a title and start typing!

1. Add Entry
2. Write Entry

In the Entry toolbar you have the option of setting formatting or adding special widgets such as spreadsheets, math formulas, and checkbox to-do lists.

# Commenting

Get help and help your peers — In the Entry's header bar is where you can find the commenting button.

Click the button to open the comments window. To notify another lab member in your comment mention them by typing '@'. A list of lab members will show up and click on their name. Once you save the comment, the message will be emailed to that Lab Member. Use the pin icon to reference a specific line in the entry.

# Action Items

Keep track of your tasks — A Lab Member's open experiments, open entry to-do lists, and open comment threads will show up in their Action Items page. Open experiments are experiments that are either marked as Upcoming or Work in Progress.

# Brainstorm

Visualize your ideas — Use the Whiteboard tool to jot down project and experiment ideas before you start, so they don't get lost. Include in your whiteboard brainstorm links to specific projects and experiments you create.

# Image Collections

Organize your figures — Use the Image Collect tool to compile collections of Entry images.

To compile images, click the pin icon on the top right corner of the Entry image to add it to a new or existing collection.

# Protocols

Organize your protocols — Inject contents of a Protocol directly into an Entry.

A Protocol is any notebook Entry that has the word "protocol" in its title. Protocols are special because you can inject a copy of a protocol's content directly into another entry. You can view all the lab's protocols in the 'Protocols' link in the side menu.

# Inserting Protocols into Entries

In the Entry type a plus character (+) at the beginning of a new line in your entry. Keep typing to filter the list and simply click one in the list to copy its content.

Want more? Read the full documentation