> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.holaspirit.com/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # Holacracy add-on Overview 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 common Holacracy terms and processes are displayed across your workspace behind the "Holacracy tips" button. --- # Holacracy add-on settings 👤 Only **platform administrators** and users added as Holacracy App administrators have access to these settings. ## Access the Holacracy add-on settings * Click on your profile icon and select **Administration** * Scroll down to the **Add-on** section * Click on **Holacracy** at the bottom * Move the toggle button in the Enable 'Holacracy' section ![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-06-18-at-16144_136wspi.png) ## Choose the Holacracy add-on administrators All Admins have access to the Holacracy add-on settings, but you can also give Users access to these settings so they can manage the add-on too. Click on the **Add** add-on **administrator** button and select the member of your choice. ![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-06-18-at-16163_k02l6f.png) The User added as a Holacracy add-on admin can access the Holacracy App settings through the **Administration** menu and will be able to define the **settings** applied to the organization, enable or disable the **Habit Helper** sequence of introductory emails to the method as well as the **ratified constitution**. ## Configure the Holacracy add-on settings All platform Admins and Holacracy add-on admins can define the settings for the entire organization, allowing (or not) administrators to: * Manage core roles * Manage links between circles * Manage assignation rules * Submit evolutions outside meetings through proposals * Choose wording for tensions in Inbox app * Update meeting templates * Show Holacracy practice tips all across the workspace behind the "Holacracy tips" button **Tick the boxes** for the settings you want to be enabled and click **Save** to apply them to the organization. ![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-06-18-at-16173_1a3b3ms.png) ## Set up the Holacracy Habit Helper To help the members of your organization get into good habits with Holacracy, you can enable the **Holacracy Habit Helper**. This is a sequence of 12 emails about Holacracy, from learning about the basics of Holacracy to following best practices. When activating the **Habit Helper**, all members of the organization will receive the newsletter from Holaspirit with **one email per week for 3 months**. If new members are added to the organization after the activation of the add-on, they will receive the whole program from the beginning. 👉 [More about the Habit Helper email sequence](https://help.holaspirit.com/en/article/onboarding-program-for-holacracy-practitioners-1ee922g/) To enable the sequence: * Go to the **Habit Helper** tab * Click on the **Enable** button at the bottom. You'll notice the green dot in the top right telling you it's activated! You can deactivate it by clicking on the **Disable** button at any given time. ![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-06-18-at-16183_1dmm7nl.png) ## Add your organization's ratification constitution Because not all organizations follow the same processes, you might want to add your organization's own ratification document. In the **Documents** tab, simply enter the link in the **Ratified Constitution section** and click **Save**. All members will be able to access this document in the Documents section of the organization's General circle. ![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-06-18-at-16185_1kjx4cz.png) From there, you can also access the [Holacracy Constitution 5.0](https://www.holacracy.org/constitution/5) as well as meeting cards for [Tactical](https://help.holaspirit.com/en/article/introducing-tactical-meetings-1jberj3/) and [Governance](https://help.holaspirit.com/en/article/introducing-governance-meetings-15y7nzw/) meetings. ## Introduce the distinction between Projects and Actions With the Holacracy App, you can easily introduce distinction between Projects and Actions, according to your work methodology like Holacracy use. In the **Holacracy** tab of your **Administration Settings**, go to **Project Settings** and enable the **Projects&Actions toggle button**. ![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-06-18-at-16195_1q8nmic.png) When activated, the distinction between Projects and Actions will be visible on your project boards and cards. ![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-06-18-at-16210_pip1m5.png) [👉 You can find out more about it in this article](https://help.holaspirit.com/en/article/how-the-holacracy-app-let-differentiate-between-projects-and-actions-1cluwtr/) --- # Statistics in the Holacracy Add-on The **Statistics Tab** in the Holacracy Add-on helps Admins track governance evolution and meetings, offering insights into the adoption and effectiveness of Holacracy. ## Statistics' Key Metrics: * **Circles with Validated Proposal**: Percentage of circles with at least one governance change (role, policy, etc.) validated. * **Circles with Tactical Meetings**: Percentage of circles holding at least one Tactical meeting. * **Circles with Governance Meetings**: Percentage of circles holding at least one Governance meeting. You can select from three time periods: last 30 days, last month, last quarter for each metric. ## Governance & Meetings Graphs: * Visualize monthly data for governance evolutions (role additions, policy updates, etc.) and meetings (Tactical and Governance) over the last 12 months. * Filter by circles, types of evolutions, and meeting type (Tactical or Governance), and view whether changes were made asynchronously or in meetings. [![](https://downloads.intercomcdn.com/i/o/zqitkfmh/1429800052/58054d7a8dcbce96e7a1798a1555/Stat+Holacracie.png?expires=1742567400&signature=034653bf6704accbd27b89a1f8eaa21412a1f560d07ec4cd8e32423591d3cdca&req=dSQlH8F%2BnYFaW%2FMW1HO4zTyPHzaoDdLte3peaBgQ1lVTRMVkMa1CEAG54tql%0A8er%2B8OeuvW5FEmGDQWg%3D%0A)](https://downloads.intercomcdn.com/i/o/zqitkfmh/1429800052/58054d7a8dcbce96e7a1798a1555/Stat+Holacracie.png?expires=1742567400&signature=034653bf6704accbd27b89a1f8eaa21412a1f560d07ec4cd8e32423591d3cdca&req=dSQlH8F%2BnYFaW%2FMW1HO4zTyPHzaoDdLte3peaBgQ1lVTRMVkMa1CEAG54tql%0A8er%2B8OeuvW5FEmGDQWg%3D%0A) ### Export Data Download all statistics as a .csv file for further analysis. [![](https://downloads.intercomcdn.com/i/o/zqitkfmh/1429808448/b526f17a216a497d72ce4f95485a/Screenshot+2025-03-19+at+10_36_40.png?expires=1742567400&signature=7482a85ab833d4f4a6a32563b0582500adc7c408c1d2e3e2bb0031cf2a895d81&req=dSQlH8F%2BlYVbUfMW1HO4zVUIcZkrvdXrWZ8aipwFJmd6vY%2BcF%2BOlHnc5Eo84%0Autk6E6pTcIE82Z4ydDE%3D%0A)](https://downloads.intercomcdn.com/i/o/zqitkfmh/1429808448/b526f17a216a497d72ce4f95485a/Screenshot+2025-03-19+at+10_36_40.png?expires=1742567400&signature=7482a85ab833d4f4a6a32563b0582500adc7c408c1d2e3e2bb0031cf2a895d81&req=dSQlH8F%2BlYVbUfMW1HO4zVUIcZkrvdXrWZ8aipwFJmd6vY%2BcF%2BOlHnc5Eo84%0Autk6E6pTcIE82Z4ydDE%3D%0A)