Question 1

✍️ Holaspirit's Release Note (2025)

Accepted Answer

# April

16th of April

✍️ Mention operations (tasks, boards & OKRs)

Bring your content to life with smart mentions! ✨

You can now easily mention boards, tasks (projects/actions), and OKRs directly in any text field across the platform. Just type "#" and the name of the item to add a dynamic reference — whether you’re writing a description, commenting, or working on governance content.

This improvement helps your team stay aligned, navigate faster, and access the right information in context, at the right time.

2nd of April

🧪 Experimental feature: Meetings

We're introducing new flexible meetings as part of a new organization experimental features! 👏

We are introducing the ability to organize meetings without participant restrictions, whether they are roles, circles, or members, thus enhancing overall collaboration within the organization. This feature allows users to create flexible meetings by freely assigning participants!

With this new feature, meetings can include various types of participants while maintaining control over the available meeting steps depending on the chosen configuration.

👉 More about Meetings

[![](https://downloads.intercomcdn.com/i/o/zqitkfmh/

Question 2

OKRs Overview

Accepted Answer

👉 OKRs are included with Rise, Scale and Enterprise plans.
Find out more!

OKR stands for Objective and Key Results.

OKRs are meant to set strategy and goals over a specified amount of time for an organization and teams. An OKR consists of an Objective, which defines a goal to be achieved, and Key Results, which measure progress towards the Objective in an actionable way. Each OKR can be linked to Projects, which describe the work required to drive progress on the Key Results.

OKR = Objective + Key Results + Projects

Which means: I will achieve Objective measured by Results by doing Projects.

Objective describes the goal or the outcome to be achieved within a given timeframe. It sets a clear direction that provides the greater purpose for your team. It communicates that this goal is important now and requires collaborative effort (ambitious and qualitative).
Key Results are a set of metrics with a starting value and a target value that measure your progress towards the Objective (quantitative and measurable).

[](https://downloads.intercomcdn.com/i/o/699645912/66f592fcee6ffe2481f287c9/Screenshot+2023-03-27+at+16.24.57.png?expires=1742566500&signature=034cbdb8162658cf828b05c5e1dd186a79b6c321ea99afcc1e3832740bf54af7&req=cikuEM17lIBdFb4f3HP0gNX5%2BGIWlBXKtsoIkcg

Question 3

How to duplicate a circle?

Accepted Answer

To help you save time building your organization, and because sometimes teams are based on the same structure, Holaspirit allows you to create a circle by copying it from an existing one.

👉 Remind me how to create a new circle

What information is duplicated?

Duplicating a circle copies the name of the circle, subcircles and the roles (including role templates) within it. You can choose the roles and subcircles you want included in your new circle and modify its name when creating it.

The Purpose, Accountabilities, Domains and Custom fields will be added to the new circle by default. If you wish to edit them, you'll have to do it after the circle has been created, through a governance proposal.

The operational items (Checklist, Metrics, Projects, Actions, Documents and OKRs) will not be duplicated in the new circle.

📌 Note: If Core roles are in place in your organization, they will automatically be added to the new circle.

How to create a copy of an existing circle?

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Question 4

Export your organization's data as an Admin

Accepted Answer

Holaspirit allows platform Admins to export data relating to their organization in Excel format. This information allows you to optimally manage access to the platform, save the structure of your organization (roles and circles), its members and many other possibilities.

⭐ Tip: To facilitate exports, make sure that your browser allows pop-ups and redirecting from Holaspirit.

Export your organization's data

👤 These exports are only available to Administrators.

For security purposes, you can export and download all the data currently available in your organization:

Click on your profile icon and select Administration
Go to Security
In the Data export section, click on the Export button

This export includes:

Members (name, contact details, last login date…)
Assignation of members to circles and roles
Circles & Roles (purpose, domains, accountabilities…)
Policies
All Actions, Projects, OKRs, Publications, Checklists and Metrics contents and assignation
Meetings (type, date and time scheduled

Question 5

Holacracy add-on Overview

Accepted Answer

Holaspirit aims to be your perfect companion for your self-organization journey. The Holacracy add-on is designed for the Holacracy framework, and tailored to fit your needs as a Holacracy-powered organization – including reinforcing the new habits needed for success!

What can I do?

The Holacracy add-on is designed to support your Holacracy practice from adoption to execution, and help you build the skills and habits needed.

Steer the implementation and ensure safe practice of Holacracy

The add-on offers all the settings you need to apply the rules, structure and processes of the Holacracy framework and make sure the settings are consistent across your workspace. It allows you to:

Assign transformation leaders as managers of the app who will be in charge of setting up your workspace according to your practice.
Lock the customisation options to prevent admins and circle admins to override them, ensuring consistent and aligned practices across circles.
Disable asynchronous proposals to make sure governance decisions are processed only during governance meetings.

Foster adoption among teams

The add-on makes the adoption and understanding of Holacracy easier by providing tips and definitions directly on the platform, in real time.

The add-on comes with a sequence of 12 emails about Holacracy, from learning about the basics to building good habits. You may enable the email sequence and help your team get familiarized with Holacracy.
Definition of c

Question 6

How can I synchronize my circles meetings to my external calendar?

Accepted Answer

Effortlessly synchronize your Holaspirit meetings with external calendars to streamline your workflow. Enjoy instant updates for meeting creation, editing, and deletion, ensuring your calendar always reflects the latest schedule. With simplified sync activation and intuitive configuration, stay informed and efficient without the hassle.

👉 Synchronization of Holaspirit meetings with your calendar is included with the Rise, Scale and Enterprise plans. Find out more!

How to synchronize meetings with Outlook or Google?

Go to your Meetings app
Click on Synchronize calendar button at the top right
Choose whether to synchronize with Google or Outlook

Accept permissions needed to synchronize your calendar

[](https://downloads.intercomcdn.com/i/o/1073804235/367d67706e52ea9cbac50068/Screenshot+2024-06-06+at+163012.png?expires=1742567400&signature=e7bb2bfc2

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