The Hudu admin area is accessible ONLY to admins and super admin users within your organization.
Global Process Templates within Hudu are your processes that can serve as onboarding procedures, SOPs, or just checklists that you may want to reuse across multiple clients. Global processes are created and edited in the exact fashion as normal, client-specific processes; but can be accessed and re-used easily across all client spaces.
Guides
In this section, we'll cover how to create and manage processes at the global process template level.
For information on client-specific processes, visit Processes.
Creating Global Process Templates
- Navigate to your Hudu admin area; then into the Process Templates tab.
- This first window will show you all of your GPTs in a table. See Managing GPTs below for sorting and bulk delete options.
- Click New Process Template in the top right corner.
- Name the New Process Template and click Start Organizing.
- This will open up the process template. Select Edit to begin adding tasks.
- Click +New Task to add tasks to the template.
- Click Update to save.
Editing GPTs
- Navigate to your Hudu admin area; then into the Process Templates tab.
- Click on the global process template that you’d like to edit.
- Click the Edit button above the Process Description.
- To create tasks for the checklist, click + New Task.
- Name the task.
- Provide a description of the task using our notion-style editor.
- To delete tasks, click into the task you wish to delete and click the red trash can icon located to the right.
- Click ((Update)) before navigating away to ensure your process updates save!
Managing GPTs
The Process Templates tab lists all of your GPTs in a table. Use the table to sort, review, and clean up your templates.
Sorting
- Click a column header to sort by that column. The following columns can be sorted:
- Name
- Number of tasks
- Created (date and time)
- Modified (date and time)
Sort by Number of tasks to quickly find templates with no tasks, or by Modified to find templates that haven't been updated in a while.
Bulk delete
- Select the checkbox next to one or more templates. A Bulk Actions menu will appear.
- Click Delete, then confirm in the dialog that appears.
- Deleting a large number of templates runs in the background and may take a few moments to finish.
Review your selection before confirming. Delete is the only bulk action available for process templates.
Using GPTs
To utilize your created Global Process Templates:
- Navigate to an individual client [space], then into their processes section on the left-hand menu.
- Click + New.
- From this window, you’ll have the option to create a client-specific process; either by creating a new process OR starting from an existing GPT.
- By selecting Create from Template you’ll duplicate the GPT exactly and can further edit the process to be more specific to the client (space) you currently reside.
- To add a company process to an asset, you’ll first need to convert the process into a template. Once the process is available as a template, open the asset you want to update, go to the Process section in the right-hand sidebar, and click + Add. From there, select the template you want to use to start the process.
Editing processes that were created from a Global Process Template WILL NOT edit the original GPT and/or any other processes that may have been created from the same GPT.