🚀 2024

We’re thrilled to unwrap our public roadmap this holiday season, giving you real-time visibility into the features we’re working on, upcoming updates, and ideas we’re exploring!

Access the roadmap directly from What’s new > Roadmap and vote on features, share your feedback, and help us shape priorities.

The Meeting templates interface in Administration has been revamped to make it more user-friendly and customizable. Admins can now:

👉 More about meeting templates

This update marks a new phase in refining ou Publications app. More features are on the way, and we’re counting on you to test them out and share your feedback to help shape the final version!

👉 Enable Publications testing

These updates simplify publication management, enhance collaboration, and improve access to essential content. ✨
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Collaboration thrives when barriers are removed, yet our Projects app limited our users from doing so by restricting board and tasks assignation to only circles. That's why we've removed limitations and offered limitless collaboration possibilities on projects and tasks!

We're introducing a (long-awaited) powerful set of features to remove all limitations, enabling flexible collaboration across roles, circles, and members!

Now, members can:

These features unlocks new levels of synergy and collaboration while preserving structure and clarity, directly on Holaspirit.

👉 More about open collab' on Projects

Governance documentation should feel natural and aligned with your organization’s language, but default field names (like Purpose, Domains, and Accountabilities) can often feel disconnected.

With this new feature, admins can now tailor core field names to match the language and practices of their organization:

This feature empowers organizations to shape governance documentation in a way that truly reflects their identity, driving clarity and better engagement.

👉 More about governance fields customization

We’re thrilled to announce the release of a new feature designed to align the Holaspirit Projects app more closely with Holacracy principles!

Based on feedback, we recognized that Holacracy organizations needed a clear distinction between Actions and Projects, as the flexible Task entity was not aligned with the constitution.

To address this, we implemented a setting in the Holacracy add-on, allowing organizations to define their approach to managing projects.

👉 More about the Holacracy Actions & Projects feature

Good news: we’ve resumed work on the Publications app to further enhance it before its official launch!
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This release marks the first phase of our Publications experiment as more features will be deployed to the experimental environment later, allowing you to test out the app and share your feedback before its official release.

🔖 How to enable Experimental features

The Publications space is designed to provide centralized access to the organization's governance documentation. To make it even better, we're introducing a more intuitive app layout to clarify every view's purpose.

The app is segmented in two sections :

​My Publications, being the member's personal workspace, it provides two dedicated views :

📌 Note : Each view offers its own pinning options, along with customizable sorting and grouping settings.

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👉 More about the Publications app

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We do understand the struggle to find exactly what we need because search filters don’t dive deep enough into specific parts of the product. That's why we're introducing second-level filters to Holaspirit's global search for a more precise and time-effective search.

🔑 Key features:

👉 More about the Holaspirit's Search

Organizations have different needs when it comes to board management. Some require strict adherence to a board's format, while others need the flexibility to define board layouts and parameters across the entire organization as a common baseline.

We've made possible to pre-define boards' structure (and their settings) directly in Administration, allowing admins to set organization-wide board alignment.

🔑 Key features:

👉 More about board creation administration

We’ve made it easier to manage multiple boards independently. Now, you can integrate each board with external tools like Trello, Asana, or Jira directly from the board itself: no more circle-level linking!

🔑 Key features:

📌 Note: Integrations already enabled at the circle level will remain active for the default circle board, no need to set them up again!

👉 More about board integrations

At Holaspirit, our goal is to innovate and simplify the user experience. Since creating and updating roles can be time-consuming, we've introduced a new feature to help.

No more manual content creation for roles and circles! Whether you're creating new or updating existing roles and circle, Holaspirit's AI generates content from the name and description you provide, and can even reformulate existing content for purposes, domains, and accountabilities.

This innovative feature is designed to save time and enhance productivity while working on your governance. Simply enable the free add-on in your Administration settings and experience how AI can boost your governance processes!

📚 More about:

💬 You have feedback on this feature? Get in touch with our Support team and share your insights with us.

We’ve added privacy settings for first-level tasks on public boards as well as off-board tasks, allowing better control over sensitive information.
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How it works:

👉 More about task privacy
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We've made board creation settings configurable in the Administration settings, allowing organizations to tailor this process.

How it works:

Admins can enable or disable multiple board creation based on organizational needs.

👉 More about board creation settings in Administration

At Holaspirit, we understand that easy-access to information comes through a user-friendly navigation. That's why we've made significal improvements to the organization chart: navigate efficiently with a poweful search tool and customized views.

Default views
All members start with a global Organization view and a custom My roles and circles view focused on their assignations.
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Custom views
Active members can create and manage their personalized views by building the legend from pre-defined highlights.

Interactive legend
The chart legend can be use to filter and easily spot roles and circles.
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Persistent views and navigation
Users can easily switch between views without losing their place, and apply all chart types to the custom views effortlessly.

👉 More about chart views

Comprehensive search
The search includes roles, circles, and members, using powerful filters, all in one place.

Clear search results
The search provides suggestions based on the item's name or content (accountability, domains...) and clicking on it automatically zooms in on the chart.
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Recent searches
The search provides access to the last clicked suggestions for faster navigation.

👉 More about the chart search

We’re excited to announce some amazing updates that will make your Holaspirit experience with meetings even more seamless and efficient!

🆕 What's new?

👉 More about meeting synchronization

In organizations which deploy Holaspirit in different language-speaking countries and use the Translation add-on, member need to access to information easily and in a language that works for them.

That's why we're bringing impactful improvements to the add-on:

At Holaspirit, we are focused and working hard on making our product accessible!

For users in need of using an accessible platform, we've designed a feature for members to hide views which are not yet accessible, directly from their settings.

👉 More about our work on accessibility

We've introduced improved headers to simplify navigation across all our apps, and provide our users with:

The views remain the same, we've simply reorganized your headers :

We're excited to introduce a new set of features designed to streamline role management and maintain organizational consistency, though role templates.

Admins can now lock role templates, preventing edits to core content and maintaining linkage between roles and templates.

Members can add extra accountabilities to locked templates without breaking the link, or choose to override core content, unlinking the role from its template.

Quickly identify desynchronized roles through new export options, enhancing role management efficiency.

Now, tasks' labels are included in searches, making it easier to find what you need quickly. This feature is available in the global search and within the Projects app's search bars.

We are thrilled to announce the launch of Holaspirit's new Projects app ! 🚀

To provide global enhancement while offering lots of new features, we worked hard to bring the Actions and Projects together, all while integrating our users' feedback along the way.

Our goal? Take the best of both worlds to enhance you task and project management, and make sure members can navigate their work effortlessly!

Actions and Projects become Tasks, which can be used as part of a project board or as standalone reminders and to-dos. Build as many levels of subtasks as needed to thoroughly define project details.

Easily switch between Hierarchy, List, and Kanban views to manage your tasks and project boards seamlessly from one app.

Define the views most adapted to your workflow, either in a board or in your member's workspace. Use group-bys to efficiently focus, and pin your boards for quick-access.

No limits on the number of boards you can create per circle, allowing for meticulous project management. Add it, name it, work it!

Boards have their owns Administrators and settings, where privacy, completion column and admin rights can be managed.

Move tasks seamlessly between boards, or from your workspace to a board, and decide precisely where they land.

Update and customize your task's progression bar for a clear, visual representation of advancement.

Duplicate boards and tasks for recurring projects, and archive completed boards to maintain a clear history.

Consult the list of board members, track changes with the board's activity log, use filters to find tasks quickly, and export data for reporting.

Use project boards in meetings, for a efficient review and collaboration time.

A rich documentation is crucial for transparency and clarity within organizations. That's why we've made a step further toward role and circle personalization through new custom fields features!

We've added List and Multi-select options to our existing Text and Single-select fields to make organizing and capturing information more effective for roles, circle but also members profiles.

Set where fields are shown in governance: across roles & circles, roles only, circles only, or hidden. You can also arrange the display order with a simple drag'n'drop on governance pages and member profiles directly from the Administation.

Members can now effortlessly edit and add content directly on their respective role, circle, or profile pages, simplifying updates and encouraging active participation.

The "Strategy" field on circles and the "Biography" field on member profiles are now customizable fields, allowing for adjustments in name, type, and visibility to better align with your organization's needs.

👉 More about Roles & circles custom fields and Members fields

We've made managing unprocessed agenda items when closing a meeting more straightforward, by:

👉 More about Meetings new features

Being able to prepare meetings, by adding agenda items and organizing them is a must! That's why we've made significant changes to help you get your meetings ready:

👉 More about Meetings new features

Following the release of the new chart layout, we've received a lot of feedback from our users, and we thank you for that! 🙏

Our goal is to continuously improve your chart, acting quickly on your inputs, so all organizations can get the best visualization possible.

​So far, we've adapted by :

Jira provides services through two products that can be integrated with Holaspirit : Cloud and Server. Since the 15th of February 2024, Jira has put an end to their Server products and apps. However, no changes have been made to the Cloud product and apps, still supported and serviced to this day.

Originally, the Holaspirit integration with Jira, was set up to support Jira's two product types: Server and Cloud. To adapt to Jira's changes, we have updated our integrations only to support Cloud products.
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👉 No data will be lost in the process, only the link between holaspirit and the external tool is updated.
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👉 More about the Jira integration

We've made significant enhancements to the chart navigation based on ou users' feedback, addressing frustatinos to make working with the chart more efficient.

👉 More about chart navigation

We've enhanced the group-by-circle meetings view to make it easier to identify meetings to work with and the ones coming up.

Working with circle data is easier thanks to a dedicated circle export:

Following the gathering of feedbacks from our users regarding the new Projects app, we've made significant changes to fit their use cases with simple and flexible new views!

Each view has a purppose, and allows to group the tasks dependind on how you work:

We've separated the checked and unchecked tasks with one button : choose to display only the checked, or both !

Circle tasks are not displayed anymore, only the tasks assigned to the member in their role or as a free standing member. We de-clutter the view by displaying only what they actively need to work on.

👉 More about the new Projects views
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Following our users' feedack, we're bringin solutions to respond to the challenges they shared with us! We make planning and managing meetings simple, with a focus on flexibility and clarity.
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Name your meetings and re-use templates
​Give a title to your meetings to keep them organized and use the same meeting template several times within the same circle.
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Use custom recurrences
​Create daily, weekly, monthly meetings... the possibilities are endless!

​Edit meetings easily
​Modify meetings' frequency, title, date, time and duration, wheter it's a unique meeting or an entire recurrence, without having to start from scratch.

​Manage missed meetings easily
​See unopened meetings in a dedicated section to either reschedule them or transfer the items of their agenda to another meeting of the recurrence.

​Smarter meeting deletion
​Deleting meetings is now clearer, so you understand what happens next. You can even decide to move all items of the agenda to another meeting.

👉 More about the new Meetings features

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To make managing organization's members more effective and time-saving for Admins, we've implemented two key features: multiple selection and bulk actions!

From Administration > Manage members you can...

👉 More about managing members in bulk