In Holaspirit you can build a project for almost anything your team is trying to achieve by breaking work up into actions and organizing them into a Kanban. It included good project management features for:

  1. Project planning and scheduling (due dates, Kanban, assignations)

  2. Team collaboration (comment, activity, file sharing)

  3. Reporting (transparency and meetings)

Your Projects module is your team's persistent hub to showcase a view of the what, why and how of a project and drive easy understanding of its progress and context. 

Managing your projects on Holaspirit can help you achieve:

  • Better visibility by enabling everyone to instantly see who is working on what and how work is moving through the flow.

  • Improved efficiency by eliminating bottlenecks and too much work in progress.

  • Increased productivity by shifting the focus from starting work to finishing work.

  • Effective collaboration by driving transparency and continuous improvement.

  • Coordinate and monitor tasks and projects achievements to meet expectations

  • Centralize information and items related to projects

Every team uses Holaspirit for project management a little differently, but this article will give you a glimpse of what you can do once you have a few projects.


The Kanban Views 

Kanban is all about visualizing your work, limiting work in progress, and maximizing efficiency. In its simplest form, it follows the “To Do”, “Doing”, and “Done” workflow. 

In Holaspirit your Project board represents THE place to keep track of information about your circle’s and individual projects. You’ll find columns 4 columns in your Kanban that represent the project status from start to finish: 

  • “Future”: For the projects your team/circle plans to kickoff in the future

  • “Waiting”: For those projects that are almost done but also pending one last step

  • ”Current”: This is where assigned project live so that your team can see who’s working on what and when it’s due

  • “Done”: For all your finished projects that your team has worked on.

Kanban project board

Drag and drop projects in your workflow.

Each circle has its own Kanban board to organize projects and tasks.

My Projects

The default view of the Project module is called “My project”From there, you will get a view of everything assigned to you across all your circles without having to jump from one circle board to another.

With just a quick scan you’ll be able to see what matters most, their due date, as well as their urgency, based on which list they’re in.

My Circle board

Everyone has access to the project board of other circles.

In the menu at the top of the page, select the name of the circle you wish to see the projects or simply type the name of the circle you want to have a look at.

Tip: If you wish to receive project updates of a circle, you can subscribe to the circle notifications, in your preferences. For teams using Slack, you can integrate a channel with your cirle.

Sorting your board

You can switch between different views to see project sorted by:

Members—For listing projects per member

Roles—For listing project per roles

OKR—See where your projects contribute

Sort, filter your project view to fit the way you work.


Project Cards

Cards are used to represent projects -  a specific outcome that requires multiple and/or sequential actions to complete. A card can be something that needs to get done, like a blog post to be written for example. 

Just click “Add a project” at the bottom of any column to create a new card, and give it a name like “Write a blog post.”

Cards can hold a wide variety of useful information. 

Drag and drop cards across lists to show progress. There’s no limit to the number of cards you can add to a circle board. 

Everyone who is part of the circle can add, track and complete projects for their circle.

As a fundamental unit of a board, cards are used to represent tasks and projects. It can be used for something that needs to get done like a new design, a blog post that you need to be reminded of. 

So that everyone has a clear understanding of what needs to get done, click on cards to add more information such as or hit Add a project:

  • Title: Keep card titles short to make it easier to understand the expected outcome

  • Status: Future, Waiting, Current, Done

  • Description: Specify the purpose of the project, its specificities, and, if necessary, to explain its constraints and objectives.

  • Members or roles: Assign people or roles to projects, and easily see who is doing what and what still needs to get done.

  • Due date: create project and actions deadlines. Then utilize them to sort your Kanban board and prioritize next actions.

  • Labels: Add labels to help categorize and clarify your Project board to identify priority level, to organize cards by type... 

  • OKR: Attach contributing OKR to show where the project contributes and prevent any ad-hoc or unaligned projects 

  • Todo list: Breakdown project into subtask to make sure nothing falls behind

  • Attachments: Add from your computer a link and many cloud storage services like Dropbox, Google Drive, and OneDrive.

  • Comments and Activity: Comments can be added to cards when communicating and collaborating with circle members, like giving feedback or updates. @ mention a role of your circle. The activity feed is a timeline of all of the comments and actions on a card.

These information allows every project to be flushed out to be as detailed and organized as you wish.


Permissions

All circle members are allowed to add new projects, track progress and complete information on their project board. It ensures that all circle members are on the same page and results in a better project collaboration experience.

All organization members have access to any circle project board by default. They can check the projects’ statuses but cannot add or edit the projects’ information.

If a circle is working with confidential information, a circle admin can make the circle project board private to make it accessible only to circle members.


Reporting

To provide updates and move work forward, circle members can meet during the circle meeting. 

Many teams like to host a weekly tactical meeting and a monthly strategic meeting (mostly if you apply Holacracy). Others prefer to check-in on a daily basis or every other week.

Admins of your platform can set up customizable meeting templates to adapt the meeting structure. 


Integrating with other apps

Holaspirt can connect your circle to a variety of apps to help you build bridges within your company.

Improve circle communication

Slack integration

Link your Slack to Holaspirit to get updates about projects directly on your Slack channel. 

Allow team to manage project somewhere else:

Asana, Basecamp, Jira and Trello integration

These integrations within Holaspirit allows you to:

  • Create new projects in Holaspirit and send it directly to your app.

  • Quickly jump to your app by creating a link on your Project module.

Note: The synchronisation works in one-way. If you create a project from the application, it won't copy in Holaspirit.


Tips and best practices

Rich Text Editor

Write your text in style with formatting options.You can customize your text by adding more visual options to your cards.

Find the options behind the “+” or double click on text to display the options

Link todo list items to Actions

To synchronize your Project with your Actions module, you can link task of your todolist to 

Simply click the magic wand next to the subtask of your project..

The action will automatically be created for the role or members assigned to the project.

They will be able to edit the action card and add more details (due dates, attachments) to describe the tasks.


Related articles

Adding, editing, deleting projects

Adding, editing, deleting actions

Archiving and deleting cards

Adding a member or a role to a card

Commenting on cards

Adding attachments to cards

Adding due dates to cards

Adding labels to project cards

Duplicating cards

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