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

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What information is duplicated?

How to create a copy of an existing circle?


What information is duplicated?

Duplicating a circle copies the name of the circle and the roles within it. You can choose the roles 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?

To duplicate a circle:

  • Go to the circle page that will contain the new circle

  • Click on the Add button and select Add circle

  • Click on Copy from an existing circle

  • Choose the circle to copy from the drop down list (if you cannot find it right away, type its name)

  • Rename it if necessary

  • Tick the boxes next to the roles you want to copy within that circle

  • Depending on the decision making settings defined for your organization either Save it as a proposal, Submit the proposal to your circle or Validate this evolution.

Now the new circle is created, its members can be assigned!


See also

How to add a role or a circle?

What are decision making settings?

How to create, submit and track a proposal

How to vote on a proposal

How to remove or delete a proposal

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