Overview
This is an overview of how we can create, edit and record details within Labsheets for managing samples (reagents, cells, primers, plasmids, proteins, etc). By following this SOP, you will be able to:
Create a Labsheet from scratch
Add new rows to your Labsheet
Add new columns to your Labsheet
Edit Column headers within your Labsheet
Print labels for your samples
Bulk update information related to a group of samples
Create cell Aliquots
Assign location to your samples
Create project-specific views for specific types of samples.
Create a Labsheet from scratch
Expand the left navigation panel.
Click on Labsheets.
On the Labsheet home page, click “Create New” (top-right corner).
Select “New Labsheet”.
Choose one of the following options: Import a CSV or Excel file to convert it into a Labsheet (or) Start with a blank Labsheet and define your schema
Select your ID type.
If using automated IDs, add a prefix for the ID column.
Click “Add Column” to create new columns.
For each column: Enter a column name and select a column type
Continue adding columns based on your requirements.
Once done, click “Create” to create the Labsheet.
Add new rows to your Labsheet
Open your selected Labsheet.
To add a single row: Click “Add Entry”
To add multiple rows: Click "Add Multiple Entries"
Enter the number of rows you want to add.
Confirm to create the new rows.
Add new columns to your Labsheet
Open your selected Labsheet.
Scroll to the right side of the table.
Click on the “+” (Add Column) icon.
Enter the column name.
Select the column type.
Click “Add Column” to create it.
Check the following articles to learn about the Labsheet column types:
Edit Column headers within your Labsheet
Open your selected Labsheet.
Click on the dropdown menu in the column header.
Select the “Edit” option.
Update the column name (header).
Print labels for your samples
Open your selected Labsheet.
Select the required row(s) by clicking the checkbox.
A floating toolbar will appear.
Click on the print icon in the toolbar.
Choose from the available printing options.
Select the column details you want to include in the label.
Proceed to print your labels.
Bulk update information related to a group of samples
Open your selected Labsheet.
Select the rows using the checkboxes on the left.
You can also drag to select multiple rows quickly.
Once selected, a floating toolbar appears.
Click on “Bulk Update”
Select the column you want to update.
Enter the value for that column.
Click on “Update” to apply the changes.
Create cell Aliquots
Open your selected Labsheet.
Select the sample(s) by clicking the checkbox.
A floating toolbar will appear.
Click on the test tube (Aliquot) icon.
Enter the number of aliquots you want to create.
Follow the on-screen instructions.
Choose where to store the aliquots: Same Labsheet (or) A different Labsheet
Click Confirm to create the aliquots.
Make sure you have a 'Parent' and 'Child' column within Labsheet to automatically present the chain of custody.
Assign location to your samples:
Open your selected Labsheet.
Select the sample(s) using the checkboxes.
A floating toolbar will appear.
Click on the location icon.
In the Locations modal, choose the location source:
Add New Location
Existing Location
If adding a new location:
Select the Location Type
Enter the location name
If using an existing location:
Click “Browse locations”
Select the required location
Click “Move items” to assign the location.
Create project-specific views for samples
Click the dropdown next to Master View.
Select “New View” and click Edit View Info.
Enter a name for your new view.
Choose the columns you want to display.
Apply filters as needed (e.g., by project).
Click “Apply” to save the configuration.
Close the modal.
Refresh the page.
Open the Master View dropdown and select your new view.
Check the following articles to learn about the Labsheet views:
Conclusion
With Labsheets, you now have everything you need to start organizing your lab samples with confidence; no prior setup experience required. From creating your first Labsheet to printing labels and tracking aliquots, each element is designed to keep things simple and intuitive.
The more you explore, the easier managing your lab data will become!








