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Administrate project boards as an Admin

Learn how to manage board and board template settings

Karolina Krawczyk avatar
Written by Karolina Krawczyk
Updated today

Unlock the power of Holaspirit's Projects App to streamline task and project management through customizable, unlimited boards and flexible workflows, all designed to boost collaboration and productivity. Enhance collaboration with our dynamic task board administration features!


Manage board settings

Maximize efficiency in your organization with enhanced board management features. Empower admins with custom board settings and secure consistency by locking board editions to prevent unwanted changes.

Enable All boards view

Gain panoramic insight into your organization's workflow by enabling a consolidated view of all task boards. With this feature, you can effortlessly oversee progress across circles. Simply go to Administration Settings and enable the view in the Projects tab.

Once activated, All boards view will be available in the Projects App.

Define board creation

Align your organization to best board creation practices by configuring board creation settings. Based on your management needs, the admins can customize them to:

  • Enable or disable automatic board creation for new circles,

  • When automatic board creation is enabled, define multiple board creation.

Lock board edition

Prevent all members, including Admins, from changing the layout and settings of any board in your organization. When this setting is enabled, all existing boards will be locked in their current state.


Manage board templates settings

As an Admin, you can align the entire organization on common project management practices. By accessing board template settings, the board format can be predefined for newly created boards for all your organization. In order to customize the boards, you can use following settings:

  • Columns layout (name, order, colour) to o ensure all boards created in your organization follow the same structure.

  • Completion column for checked tasks to be automatically moved to.

  • Board privacy to decide whether project boards are visible to all organization members or board members only.

  • Board assignation to define who can manage board assignation.

  • Board layout edition rights to know who can manage board layout.


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.

When activated, the distinction between Projects and Actions will be visible on your project boards and cards.

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