Use Screen Capture within the Hudu Browser Extension to quickly create Processes and Knowledge Base articles in Hudu with step-by-step instructions. This streamlined feature automatically captures steps and screenshots as you navigate, eliminating manual effort and making process and kb article creation faster than ever.
đź’ˇ Screen Capture is available in Version 2.8.0 of the Browser Extension.
Please note: In order to use the Hudu browser extension screen capture feature for processes, your Hudu instance must be updated to at least v2.36.0. In order to use screen capture for KB articles, your Hudu instance must be updated to at least v2.37.0. If your version is not updated to v2.36.0 or later, Screen Capture may be visible to browser extension users, but they will not be able to use it.
Getting Started
To start using Screen Capture, you will need to have the Hudu extension installed. You can install the extension from the following links:
Chromium based browsers (Chrome, Vivaldi, Brave, Microsoft Edge)
For more information on getting started with the Hudu Extension, please see our Browser Extension article!
To access Screen Capture once you are logged into the Browser Extension:
- Click the left dropdown in the toolbar.
- Select Screen Capture from the list of options.
- Select Start Screen Capture to capture step by step instructions with screenshots and turn them into a Hudu process.
⚠️ Personal or sensitive information should not be recorded. As a best practice, avoid including details such as passwords, identification numbers, or private client and organizational data to help maintain privacy and security.
⚠️ For your privacy and security, do not record any sensitive or personal information. It’s best practice to avoid storing data like passwords, personal identification numbers, or financial details.
- Click anywhere to capture your first step.
- You can choose to Pause the Screen Capture temporarily and then select Resume when you are ready to pick up where you left off.
- To start from scratch, simply select Discard and confirm you would like to Discard Capture to start over.
- If you don't need to start from the beginning, but need to remove a step, simply remove the step by clicking on the Trashcan Icon.
- Once you are finished, select End Capture.
- A popup will appear and ask if you want to save to Central KB Article, Company KB Article, Global Process Template, or Company Process. Make a selection and click Next.
- To save in the Central KB, name the article, choose a folder and either Save as Draft or Publish.
- To save as a Company KB article, name the article and choose the company. Then choose to Save as Draft or Publish.
- To save as a Company Process, name the process, choose a company, then click Save.
- To save as a Global Process Template, name the template and click Save.
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Once you save the screen capture, you will be taken to the process or KB article in Hudu where you can make further edits if needed.
FAQ
Answer: Things Screen Capture does not track:
- Desktop applications.
- Interactions with other plug-ins.
- Double clicking (i.e., it will not generate a step that says "double click here").
- Right clicking (i.e., it will not generate a step that says "right click here").
Answer: If a screen capture is in progress (this includes if one is paused), you cannot interact with the other parts of the Hudu extension. You have to finish or discard your capture. This is by design—we do not want you to lose your work or forget that the capture was in progress—you need to finish it.
Answer: You can't have two browsers open and try to record one capture across both—it will not work. You can have infinite tabs in one browser and switch as much as you would like, but you cannot jump between two different browser windows.