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 list format.
- 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 WYSIWIG 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!
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.
Please Note: Deleting a Global Process Template will permanently delete all child processes created from that template. This action cannot be undone.