Create Highlights for your entire organization in Administration > Chart Settings

Set up rules to add colour to the roles and/or circles depending on their type (core, vacant, transversal...), their content, if they're linked to a role template... the options are endless!

Use the drag'n'drop feature to order the highlights and make the legend as clear as can be for all members.

Apply Highlights to roles and circles!

Use the new rules to set up your Highlights such as the role type (if it's a core role, transversal role, elected role...), if the roles are linked to a template or simply select specific roles and circles you wish to apply colour to.

As an Admin, order the Highlights in the Administration's chart settings so the legend visible to all members is clear.

All members can now filter the highlighted roles on their chart!
Click on the highlight name in the legend so they're even easier to spot.

We've improved the contrast between the title of the role and its highlight to make sure any colour can be used.

Add tables to your publications thanks to the improved editor.

Mention other publications directly in the content with a dynamic link to improve navigation between the different publications. Use the # + publication name formula.

Apply consent decision-making to the publications that have no publication type assigned to them.

Turn circle members into non decision-makers (non-core members) in the circle. This status prevents them from joinin meetings and participate in the governance decisions of the circle. However, they're still be able to work on the circle's operations (projects, actions, and OKRs). Read more

Assign Inactive members to Core and Elected roles.

Add Inactive members to the circle as members without a role. Read more

When an OKR's timeframe has been reached, it is now displayed in orange so you can easily identify which ones need to be reviewed and updated.

After you update a Key Result, the change show in the "Activity" section of the OKR card.

We've simplified Administration settings for Admins logging in via Google. If you wish to transfer ownership or delete your organisation, no password is required anymore, simply confirm your request!

When removing a member who only holds one role in a circle from that role, you now have two options: Unassign the member from the role and make him a "Member without a role" of the circle or Remove from circle so the member is not at all part of the circle anymore.

You can now assign members to the Key Results of an OKR! This feature helps clarify the responsibility of members contributing to achieve the overall Objective within the circle. Read more.

To make working on your organization's structure even more intuitive, add Roles and Circles directly from the Chart view.

Reporting: To ensure all organisations have access to useful information, we've made detailed circle statistics available for all organisations (Admins). You can check a complete table of your organization statistics in Admin > Statistics. Read more.

Clarity and communication are crucial, that's why email notifications now include assignation on Projects, Actions and OKRs. Configure your notification settings to be notified by email when assigned to operational cards! Read more.

When a Transversal Role is created in another circle, members are not automatically assigned to it anymore: it is up to the circle to assign the members of their choice (from the ones assigned to the original role).
However, if there is only one member assigned to the original role, it is automatically assigned to the new Transversal Role.

To make things easier for you, each object now has its on URL on Holaspirit!

You can copy and paste the URL from your browser to easily access and share the item (Role & Circle page, OKR, Action, Project...). This also means you can go back and forth from one page to another.

When email notifications are disabled for your organisation in Administration, a banner is now displayed for Admins and a message shows for all members in the notification settings of their account. Read more.

You can now edit the title of the "Check-in" and "Closing" meeting steps by modifying the meeting templates!

With Weighted Objectives for OKRs, you can assign specific weights to key results to define how scoring and progress impact the Objective. Read more.

When you add an objection to an asynchronous proposal, you can decide to bring your objection to a meeting, no matter if the meeting is scheduled or not! This gives you the opportunity to explain your point to the team. Read more.

Inactive members can view all operations (projects, OKRs...) for all circles within the organisation (unless the circle has been made private).

Documents attached to a tension before or during a meeting are visible and accessible from meeting reports.

We're improved the search experience. You can quickly filter your results by type of objects (roles, projects...) and even search into meeting reports! Read more.

We've upgraded Holacracy app with more features to help you steer the implementation of Holacracy. In the App can help you:

We've added some UX improvements to help you identify the tension that are processed, attached to a meeting or rejected.

You'll find a new tab to access your history of tensions so you can quickly see how you've processed them.

Duplicate circles when you have different projects with the same project roles.

Map different agencies, countries with the same structure.

Check the number of roles and members per circle

Quickly identify the circles that have overwritten administration settings and have setup a different governance mode, election, assignation process.

Export members of a circle

Export data from the circles

When you want all circles to decide through the consent decision making process

When you want to foster a similar way of working across the organisation for elected roles and assigner roles.

Admins can apply to hiring roles

The Meeting reports shows the attendees' names

It's possible to merge two proposals into a single one!

Admins can add new timeframes with a custom frequency and start date.

Admins can edit existing timeframes with a custom frequency and start date.

When creating a new OKR, users can select from a drop-down list of previously created timeframes (or the default existing ones).

Timeframes can also be deleted, to hide any timeframes that are no longer relevant, in order to keep OKR cycle management easier for everyone.

You can now see the tension linked to meeting in your Inbox, so you can easily review and edit it before the meeting starts.

It's easier to send your tension to the next meeting (even when this one is not planned)!

Quickly process your tension into a proposal directly from the Inbox.

Quickly add a proposal from your Proposal Module and create several evolution into one proposal easily.

New exports are available! Navigate any module and find a quick export of the data at the top right corner of the page. Exports are currently available for Projects, OKRs and Members to all users.

We've move the management of meeting templates in the dedicated app in Administration

The activity feed of an action show the project in which the action is linked to.

Upon clicking on What's new? you'll be redirected to Release Note page to check recent updates and improvements.

Upon clicking on Help Center you will be redirected to the home of helpful how-to articles (available in French, English and Dutch).

Upon clicking on Chat with us, the chat will pop up so you can contact our support team and quickly report issues, ask questions and request new features that will serve your company!

We've added a setting in administration to disable emails notification for all users (except for admins). Turn this on when:

You can now filter the actions marked as done in the All Action tab.

The profile picture of the tension owner is now displayed in the meeting reports to quickly identify who owns what.

We've improved the UI to open a meeting. You now have to confirm it is intended to open the meeting.

The Activity log of a Project, Action or OKR shows a mention when the items was originally created from a tension.

Color Branding

Building Blocks Approach

Flexible Kanban Board

Add, delete column of the Kanban

Rename existing column

Rearrange the circle board

The overlap in the chart settings display has been corrected.

The PDF reports for meetings including tensions are back to displaying the content for tensions.

External links added to the comment/activity thread are back to being visible.

The DPA (Data Protection Agreement) has been updated.
You can access it here or download it directly on your platform in
Administration > General settings

The platform's search engine now offers up to 40 results and is not limited to 20 results anymore.

An emergency process has been put into place on our API use. Scripts will automatically shut down if they negatively impact the access to the platform.

We fixed the button to export roles and members in Administration > Manage users.

Simple - we want to make sure it’s simple to navigate and find what you're looking for in your org chart.

Fast - you'll easily be able to find the roles you need, and consult them lightning fast.

Visual - you'll be able to quickly spot the roles and updates without having to scroll down the list of roles.

Fixes were added on the Rich Text Editor. Images now show up on the meeting reports.

We’ve improved the performance of the OKR Hierarchy.

Due Dates for Projects and Actions: never miss a deadline and stay on track! Holaspirit enables assigning actions or projects to team members and setting priorities and deadlines. You can even organize your project board based on approaching due dates.

Create labels to categorize your projects board. Labels can indicate the priority, type of projects, teams involved…

File sharing: you can add Attachments to link cards to documents or images with the simple paste of a URL, Dropbox, Google Drive, OneDrive (available on Projects, Actions, OKRs, Checklists, Metrics cards). Every circle member can insert information to the card and others will have quick access whenever and wherever they need it.

Duplicate cards and re-use existing projects, actions and OKRs. You won’t have to start from a blank page anymore!

Comment cards to engage in a conversation and communicate updates in a more meaningful way and check the activity feed to become aware of previous updates. Use the comment text box to mention roles and share updates to your team or circle. (You can always integrate with Slack for effortless and quick team communication)

Tensions and proposals happened to be imported partially in Meetings so we fixed it.

Buttons to cancel Projects and OKRs were not responding.

Bouncing issues from [email protected] are resolved.

“Copy role” does not copy only the role/circle title but also copy accountabilities and domains.

Minor bug fixes

Improved loading performance on the chart view.

Improved display of role and circle titles on the organization chart. All titles are displayed as you zoom in the chart view.

The agenda items processed can now be reopened and edited by the meeting's secretary. Secretary will be able to edit the Tension's title, description and assigned member. Plus you can edit the meeting results including new actions, projects, checklists, metrics, OKRs and Tensions. Note that governance evolutions cannot be edited once validated.

All URL types can be added as an attachment on the Documents page of a role or circle.

The chart view will no longer display truncated at the bottom of the page.

the infinite loading on the chart page is fixed

a non core circle member cannot create a meeting

When a meeting is scheduled, circle members can attach their tensions to the meeting's agenda in advance. It gives a chance to everyone circle members invited a way to add to the agenda before the meeting, come prepared and be more focused and relevant during the meeting.

The Member tab of a Circle page shows the list of all the members without limit.

It’s now possible for circle members to add documents to the General Circle of the organization providing they are a member of that circle.

We’ve made a couple other bug fixes (longer session lifetime, UX alignment...)

Mention of roles are now highlighted on the Role/Circle page. When a Role mentions another role with @+role in its Purpose, Accountabilities, Domains, it will show up on the mentioned roles. This to help you visualize the relationship between roles. In the example below, you will see that Product Manager is mentioned on Customer Success, Account Manager and Product Request Reporter.

Links to documents can be edited.

It's now possible to check an action from the Actions tab of a Role/Circle

Complete meeting reports are back! Each circle members receive clear meeting notes after the meeting with an easy access to tensions discussed and next actions decided.

Various minor fixes (scroll issue on the meeting steps, display issue for user's avatar...)

You can manage your Tensions from the mobile application again

We've added new shortcut: you can now find meeting reports directly from the Circle's page.

Ever wanted to remove ongoing asynchronous proposals just after submitting it to circle members? You can now stop the process and delete your proposal after it has been sent to circle members.

Want to contact you circle fellows? You can easily copy emails of all circle members, all core members or all members of core roles directly from the Members tab of a Circle.

Random selection of tensions in Meetings is back! The Secretary can also group tensions per alphabetical order or creation date.

Meeting reports have been reviewed with more valuable information and new design. It gives a snapshot of the meeting discussion and decisions. No additional clicks required to expand the tension.

New UX for the Documents page: it’s easier to differentiate documents attached on the Circle and those attached to subcircles. FYI, you need to be a member of the Parent Circle to be able to add, edit or delete Documents.

The breadcrumb is also displayed on the Public Organizations link for better navigation.

Inactive users have access to Metrics, Checklists, Projects, Actions, OKRs of their Circle.

Meeting secretary will automatically be redirected to the Agenda step when clicking on a tension during the meeting.

We’ve made a couple other bug fixes (redirection of meeting reports, scrolling issues, display of member pictures...)

New shortcuts to invite and edit members
- Add members from the Members page
- Edit members from the users card

Invitation and Manage users tabs have merged in Administration for better navigation. Find all your organization members in one single page.

The General Circle can directly be edited from the Circle itself. The page General Circle in Administration no longer exists.

The meeting reports now show the modifications of Actions, Projects, OKRs, Checklists and Metrics (only the creation and deletion were reported in the meeting notes)

Translation App:
- New limitations: organizations can activate 3 languages and assign 5 translators maximum.
- UX improvement: the icon turns grey when the role/circle is already shown in the preferred language.

You can now paste multiple lines in one click in a Role and Circle's accountabilities and domains. Just click the icon or click Add an accountability.

You can add a clickable link in Accountabilities. Paste your link, double click the URL and select the link icon.

Recurrent meetings show the same meeting agenda.

Synchronization between meetings and personal calendar for private circles is back.

Create meeting templates for you and your teams and easily populate meeting frameworks.

Organize your meeting steps beyond tactical and governance processes (including OKRs and Actions steps)

Decide what meeting results are expected (new actions, projects, checklists, metrics, OKRs, tension or governance evolutions)

Get more detailed meeting reports that includes all the meeting steps.

New meeting reports for Tactical Meetings: The reports now provides complete information about the discussion that has transpired during the tactical meeting. It gathers important steps of the meeting: from the checklist review to the agenda. It's clearer for everyone what happened and can be consulted behind the menu Reports in the Meeting module.

Real-time outputs for Tactical Meetings: Tactical Meeting outputs are updated in real-time. You don't need to wait until you close the meeting to see your new Projects, Actions, and Governance tension.

New navigation: The Chart view now shows the level of the organization and the purpose of the current circle so you can easily navigate your organization.

New export available in administration for members assigned to core roles in the menu Role Templates.

The left-hand navigation menu has been improved to enhance your experience.

When a user edit a document or a publication, the date and author of the modification are displayed on the document on the role/circle page.

Slack Integration: Is your organization or team using Slack? Would you like to be able to receive notifications for your circle in a Slack channel instead of email?

Tensions are now saved as "Ready" by default so that the secretary can systematically import them in the meeting. Users can change the status to "Draft" if they wish to keep the tension private.

We have simplified asynchronous governance proposals to improve user understanding.

OKRs : Quadrimesterly Timeframe for OKRs have been reviewed. Only core members of the Anchor Circle can create, edit and delete Company OKRs.

The order of domains and responsibilities can be rearranged.

Roles are now sorted alphabetically in the General tab of a circle.

All pages of the meeting report can be printed and downloaded again.

Automatically translate the content of roles and circles (Purpose, Domains, Policies, Accountabilities, Custom Fields)

Overcome language barriers.

Improve the clarity on role/circle for people in your organization

Select translators in your organization to proofread the machine translations.

There's a new page on the Administration panel for user management. Platform administrators can now simply manage access, user information and invitations. We've redesign this section to make member management even easier. This new page allows you to:

Members of the organization can view the user directory in the Member section of the left navigation panel.

Non-core members of a circle can no longer update the circle's strategy.

The option to choose a circle admin is back. Circle admins have access to the circles settings and edit the assignment rules, governance settings, edit the privacy settings of the circle and manage integrations.

Minor bug fixes

Performances on side panels have been reviewed and improved.

Google file picker is available. You can now attach attachments directly from your Drive to make the communication ad roles clarity even better.

New design for the Documents page of a role and a circle with a more intuitive interface.

We have made it easier to add members to a role or a circle. The options Add core member and Add lead member have been merged. Members still have the option to join or apply for the role.

Only Circle Members can add, edit or archive operations (Projects, Actions, OKRs) of the circle.

Performances in Tactical Meetings have been reviewed and improved.

You can now add attachments to roles and circles from One Drive.

The profile picture can be deleted.

We have added introductory videos to Holaspirit main features from the tooltip at the top of the page.

The election process pop-up has been reviewed.

Projects, Actions, OKRs, Checklists and Metrics assignations: We have reviewed the assignation of members to operations. You can now select only few members among the role or across the whole circle and assign more than one member to a project, an action, a Checklist, a Metric or an OKRs. Only the members assigned to the items are displayed on the project, action or OKR card.

Add attachments to roles and circle directly from Dropbox, from any link or your computer. You can easily attach files from the Documents section of a role or a circle.

New shortcuts to help you add/edit a role or a circle. You can easily make changes to the structure of your organization whether you are working with consent or in open governance decision making process. These improvements help you design and iterate on the structure of your organization and your role by giving you a better access to the main actions you can take.

It's now possible to see the amount of tensions in the circle. It helps you figure out the amount of tensions that can potentially be covered in the meeting before starting the meeting and assess whether it is necessary to have a meeting or not.

Recurrent meetings can be scheduled beyond 10 weeks.

Various minor fixes.

Holaspirit integrates with your IS. Organizations can configure Single Sign On (SSO) access through SAML authentication or Google, to facilitate the access to the application and have a single, secure authentication for all employees. Administrators can now enforce SSO authentication for members to log in using Google or SAML mode.

Circle settings have been reviewed according to your feedback.

When the secretary updates the description of the tension, the text is display in real time allowing others members to follow the progress of the meeting.

Various minors fixes on the actions, projects and OKRs modules.

We keep up the work to improve the performance of the service.

The application is in English by default if no other language is available.

Various minor improvements and bug fixes.

You can now filter the Roles page with Vacant roles and Hiring roles.

You can filter inactive members in the Members page.

Inactive members can easily be identified on the Roles and Circles pages.

The pages Tensions, Roles, Members and Circles are automatically refresh when you scroll up.

The application is in English by default if no other language is available.

Various minor improvements and bug fixes.

The design of the Members’ page has been reviewed. Discover your teammates differently!

OKRs can now be archived. When you’ve reached your Objectives you can now archive the OKRs and access the history of your OKRs in the view Archived OKRs.

When editing an OKR, you can now reorder the Key Results of OKRs by a simple drag and drop.

The newsletter of the Application Onboarding Program for Holacracy Practitioners can be downloaded as a PDF directly from the app - share it with your teammates!

Quickly identify the tensions that include an evolution thanks to the attachments icon.

The bug on the Public Link is fixed. Your organization's chart can be viewed by people outside your organization.

Various minor fixes.

The display pictures have a new design ! User's icon have different colors. Users who have left the organization have a default image.

There are new icons to help you understand the roles within a circle. It will help you identify the role in charge of assignation (A), the role that leads the circle (L), the role that represents the circle (R), the elected roles (E) and the role templates (T) within the circle.

Holaspirit is now available in Czech. You can change the language in your Profile Settings. 🇨🇿

We have improved the SSO (Single Sign-On) settings. If SAML authentication is enabled in your organization, a user who tries to connect to Holaspirit with unauthorized credentials - or tries to reset his/her password, will automatically be redirected to IDP (Identity Provider) login page. No more mix-up on how to login!

The design of the Time Spend in Roles app and custom fields have been slightly reviewed for a better user experience.

Various minor fixes.

The Circle Admins are new on Holaspirit! They can customize the circle settings for their circle. Now, each circle in your organization can change its settings independently from the settings defined for the entire organization - and decide how to handle assignation and governance decision inside the circle.

Members of the organization can add their locations, skills, and a biography in their profile settings. These new fields allow you to better manage member’s information and expertise within your organization. Platform administrators can add field suggestions from the Administration, General Settings.

You will find direct links to articles of our knowledge base on each module of the platform by hovering over the icon with your mouse. A question ? Do not hesitate to consult the article!

You can now filter the Roles page with Vacant roles and Hiring roles.

You can filter inactive members in the Members page.

Inactive members can easily be identified on the Roles and Circles pages.

The pages Tensions, Roles, Members and Circles are automatically refresh when you scroll up.

You can now search for Domains in the Search feature.

You can add a ratification document for your organization in Administration, General Circle. This document will be displayed on the Circle page in the Documents tab.

Several bug fixes

Difficult to evaluate the resources and time allocated to each role in your organization? With the new Time Spent in My Roles application, users can enter the approximate time they spend in each of their roles. You have clear information on the number of Full Time Equivalents that are involved in each roles of your organization!

Find all the information related to your Applications in a single tab! Administrators can now better manage applications for the organization and easily access settings and associated statistics in the section Apps.

Bug fixes on several display issues.

You can Copy the link of meeting reports and share it with your teammates.

Users who could no longer participate and interact within their circle are resolved.

Viewing a role page on a public organization is restored.

You can again assign a project to a Lead Link of a sub-circle.

The integration with Jira integration is restored.

Various minor fixes.

There are new privacy settings for circles. These settings allow you to manage your general privacy preferences for each circle of your organization. You can set up privacy for operations (i.e. Projects, Actions, OKR, Meeting reports) and Documents (i.e. Attachments and Publications). Read more.

A new "Hiring Role" section has been added to the roles page. This section allows the role in charge of assigning members to roles to promote the role in a marketplace to invite other users to come and fill it.

We have made significant fixes to improve the performance of the platform. Navigation, page loading are faster. We continue to focus on these improvements

Minor graphic evolution of the list of roles and members on the page of a circle or a role.

Several bug fixes on the mobile application

Many were waiting for it: you can now add or edit your tension directly from your smartphone on the mobile app of Holaspirit (iOS and Android).

Tactical and governance reports can now be downloaded into a PDF.

As for now, administrators can delete tactical and governance meeting reports.

Meeting reports of deleted circles are not deleted and available in the "Reports" view.

The statistics in Administration can be exported into an Excel file.

You can sort members by First Name or Last Name on the Members page.

Various minor fixes.

There is a new application to activate an Onboarding Program for Holacracy Practitioners. This newsletter will be composed of 12 weekly mails allowing to improve the understanding and the practice of this methodology. If your organization is using Holacracy and new to the practice, fee free to activate it in Administration settings!

Various minor fixes including redirecting to the right circle in the Holarchy when a role is added.

Privacy settings have been updated. Now when you share the public link of your organization, only roles, circles, and members are publicly visible. Meetings, operations and publications are private.

We have removed the Whereby and Highfive applications in the Administration section. You can now use any video conference link for your meetings and access it directly from Holaspirit! It is possible to add the link by clicking on "Videocall".

Minor improvements including adding an area code to phone number.

Various minor fixes

Login issue with Google and SAML on mobile application have been fixed.

When creating or editing a meeting, you are now able to add a visioconference link, or a location and description about the meeting agenda allowing you to share the right information to your team members. Members attending the meeting will be able to join the visioconference directly within the meeting in Holaspirit.

A card summarizing the main information is displayed when you hover over a role, a circle. This mini-card contains: the name of the role, the name of the circle, the purpose, the assigned members.

A card summarizing the main information is displayed when you hover over a member. This mini-card contains: first name, last name, photo, email, telephone, number of roles, privilege (Admin, Inactive, Member)

Minor graphic evolution of the role and circle card to fit with mini-card.

Discounts, when applicable, are now displayed in the Subscription and Billing area of the Administration page.

Disabling of the functionnality “Resend email invitation” when test mode is activated.

Various minor fixes.

Adding a warning message when updating circle settings in administration

The 404 page, displayed on the circle link in the meeting reports is corrected

The issue regarding checklists and metrics assignation to a sub-circle has been fixed

Various minor fixes

A new font has been added to improve reading experience.

We added the possibility to hierarchize OKRs. An OKR can be affiliate to another parent-OKR from any circle. Note that an OKR can only have one parent-OKR. Read more.

Various minor fixes

Formatting options have been added to applications forms. Read more.

New status (Draft, Ready, In Progress, Rejected, Invalid) and types (Tactical, Governance, Undefined) for tensions. Read more.

Using the scratchpad doesn't overlap the proposal any more during a governance meeting.

The outputs in a tactical meeting can be edited again throughout the meeting by the secretary.

Administrators can change members' phones.

Deleting a member from a circle is temporarily restricted for members without roles. You should remove a member from their roles before removing from the circle.

Adding members in a circle when no role in charge of assignment is defined

Various minor fixes

Any member of the organization can be selected for an election in a given circle

Issues with the scrollbar on modals are fixed (especially on Firefox)

Copy URL is restored for checklists and metrics

Various minor fixes

Improvement and visual redesign of the software (simplified access to information, reduced spacing, harmonization of elements, rearrangement of consultation windows)

UX improvement of governance and tactical meeting interfaces (optimized form, more intuitive display of modified elements, help for saving and validation)

Display of rejected tensions in meeting reports

It is no longer possible to validate an empty proposal tension in governance

Display and management of tensions that have become invalid due to structural changes

We have improved notifications during meetings

Rearrangement of role option menus

Added functions to join and leave a role immediately in Open Mode

Redirection to the requested URL after user authentication

We have removed the presentation of the new version

You can now add Start and End values on the Key results of your OKR

Edit members

Other technical fixes

You can easily switch the Secretary during a meeting. 

The Agenda box is now back during all the steps of the meeting. 

Roles and Circle’s side panel now display an Add button for Actions, Projects and OKRs

When importing a tension with a non valid proposal, we now display it and you can only delete the proposal.

You can create roles linked with role templates in a Governance meeting

You can now select/change the Output type when you’re describing it during the agenda round of a Tactical meeting

Strategy can now be updated only by a Circle member or Administrator

Invoices are now accessible via a dedicated popin

Fixes in both tactical and governance meeting

We now display a message on My actions page when the user activated a personal task management 

Violet pages are now branded and offering a way to report an error to our team

Copy URL on scheduled meetings

Fixes in both tactical and governance meeting

Long links on emails

Fixes on OKR

OKR can be attached from a project card

We added a Search icon and Type to search mention in dropdown to better explain that we can search in it

It's possible to have Circle OKR (not attached to Roles)

It's possible to change the Circle of an OKR

Status of the action now displayed on the detail card

Members of roles defined as Representant in the Upper Circle are now core members in the upper circle

Various bug fixes

Secretary can easily switch the tension owner while typing a tension in the agenda box.