• How can I synchronize my circles meetings to my external calendar?

  Effortlessly synchronize your Holaspirit meetings with external calendars to streamline your workflow. Enjoy instant updates for meeting creation, editing, and deletion, ensuring your calendar always reflects the latest schedule. With simplified sync activation and intuitive configuration, stay informed and efficient without the hassle. 👉 Synchronization of Holaspirit meetings with your calendar is included with the Rise, Scale and Enterprise plans. Find out more! (https://www.holaspirPopular

• OKRs Overview

  👉 OKRs are included with Rise, Scale and Enterprise plans. Find out more! OKR stands for Objective and Key Results. OKRs are meant to set strategy and goals over a specified amount of time for an organization and teams. An OKR consists of an Objective, which defines a goal to be achieved, and Key Results, which measure progress towards the Objective in an actionable way. Each OKR can be linked to Projects, which describe the work requPopular

• Meetings Overview

  Team meetings are one of the best opportunities to create alignment and visibility across an organization. If organizations with smooth and effective team meetings are more likely to be efficient and productive in other areas too, the opposite is also true. When run poorly, meetings can be a big waste of time. That’s why it is crucial to have clear communication about the meeting's purpose, agenda, goals, and what outcomes are expected. A well-organized meeting has a solid meeting agenda.Some readers

• How to move a role or circle from one circle to another?

  Your organization may want to restructure and move a role from one circle to another, or even move a sub-circle to another part of the organization. How to move a role from the Governance page 👤 You need to be a member of: The circle holding the role or the sub-circle you want to move The circle to which you want to move the role or sub-circle To move a role from one circle to another from the Governance app: Go to the role page Click on the 3 dots on the top rightSome readers

• How to use Projects Timeline View?

  Managing projects and tasks just got easier with the new Timeline View! This feature allows you to visualize tasks and projects with both start and end dates, offering a complete picture of your project timelines. 📌 Note: The Project Timeline View has to be first  activated in Experimental Features by organisation Admins. Using Timeline View By adding start and end dates toSome readers

• How to add a videoconference link to a meeting?

  Holaspirit offers a built-in video conferencing feature to help teams collaborate seamlessly without needing external tools. This add-on allows users to create, manage, and join online meetings directly from the platform while staying synchronized with external calendars. Enabling the Video Conference Add-on The Video Conference add-on is available for all organizations and can be activated by administrators in the Administration settings. To enable the add-on: Go to AdministSome readers

• Open Collaboration on Meetings

  Holaspirit offers flexibility for meetings, making collaboration across roles and teams easier than ever! With Flexible Meetings, you can bring together the right people—whether they belong to a circle or not—to ensure productive discussions. 👤 Flexible Meetings are now available in Experimental Features mode. Only the platform administrators can activate them for the whole organisation. (https://hSome readers

• How to open, schedule, edit or delete a meeting?

  All core-circle member can open or schedule a meeting for their circle. You can either start a meeting immediately or schedule a one-time or recurring meeting. When meetings have been scheduled in advance, members of the circle can sync the meetings to their personal calendars. How to open a meeting 👤 You need to be a decision-maker member (https://help.holaspirit.com/en/articles/3733856-what-is-a-core-Some readers

• How to duplicate a circle?

  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 What information is duplicated? Duplicating a circle copies the name of the circle, subcircles and the roles (including role templates) within it. You can choose the rolesSome readers

• Kanban, Hierarchy, List, Timeline: task board views

  Effortlessly visualize tasks, streamline collaboration, and maximize productivity thanks to each of three views within My Tasks, My Boards, and All Boards tabs. Seamlessly transition between Kanban, List, and Hierarchy views, providing unparalleled flexibility to tailor your workflow to your preferences. 🧠 Good to know: All views are persistent. The task view you select remains, no matter if you go to another app or refresh your page. Kanban view Visualize woSome readers

• How to login?

  Depending on the authentication method configured for your organization, you might have to log in in different ways. 👉 Access the login page on https://app.holaspirit.com/auth Login with email and password To login using your email and password: Go to the Holaspirit login page Enter your email and password Click on Log in (https://storage.crisp.chat/users/helpdesk/website/-/d/5/0/f/d50f753e10c9Some readers

• How to configure my notification settings?

  Holaspirit is set up to notify members about the activities of their circles as reminders or to keep them in the loop when updates have been made within their teams. When you first sign up to Holaspirit, all email notifications are turned on by default for all circles you are part of. Configure your notifications You may choose what type of notifications you wish to receive for each circle in the organization. To define your preferences: Click on your profile icon and select My acSome readers

• How to create a proposal with AI Assistant?

  Learn how our AI Assistant simplifies adding and editing proposals process for roles and circles, making governance management more efficient! With intelligent support, you can quickly generate or edit content for purpose, domains, and accountabilities, saving time and keeping your organization continuously evolving. Create a proposal with AI Assistant Creating a proposal for adding or editing a role or circle with our AI Assistant allows for quick generatSome readers

• Building relationships between roles

  Understanding where you fit into an organization is important – it helps you feel connected to the different teams and find your place in the broader picture. In Holaspirit, there is a seamless way to visualize and illustrate every single relation between roles and teams (i.e. circle) which makes it easy for everyone in the organization to identify the relationships that are cross-circle, intra-role or patterns of formal communication in a specific org chart type. (https://storage.crisSome readers

• What is a Core Member or Decision Maker of a circle?

  When being assigned to a circle, members are added as decision makers (also called core members) by default. This means that they can participate in the operations and decisions of the circle. This member status within the circle can be revoked in order for members to become non decision-makers (also called non-core members), and not be able to participate in the decisions of the circle. 📌 Note: Inactive members (https://help.holaspirit.com/en/articles/7034256-what-are-inactive-meSome readers

• How do I choose my platform language?

  Users can switch to any of our supported languages at any time by changing it in their profile settings. Currently, Holaspirit supports 11 languages: Czech, German, English, Spanish, French, Italian, Japanese, Dutch, Polish, Portuguese, Russian ( contact us if you would like to help us translate in another language). How do I change my platform's language? Click on your Profile icon at the bottom of theSome readers

• What is Open Collaboration on Projects?

  Open collaboration breaks down barriers, allowing circles, roles, and members to contribute freely across projects. It fosters creativity, accelerates problem-solving, and ensures every voice is heard, unlocking the full potential of diverse perspectives. This approach not only strengthens team cohesion but also drives innovation and efficiency, making it a cornerstone of successful organizations. Assign multipleSome readers

• What are Inactive members?

  👉 Inactive members are included with the Rise (up to 100), Scale (up to 300) and Enterprise plans (unlimited). Find out more! Inactive members are basically guest users. Because they can be contributors to your organization, they need to be visible in your structure and be able to view it, but don't participate in its operations and decisions. What can Inactive members do? Some members can hold the Inactive status within your organization, which givSome readers

• Adding agenda items to scheduled meetings

  👉 Inbox and tensions are linked to the Meetings app and included with Rise, Scale and Enterprise plans. Find out more! Building a meeting's agenda is crucial: the more time you spend on preparing a meeting, the more productive it gets. Effective meetings come with a clear agenda to make sure everyone stays on track, knows what is happening and what will happen. ⭐ Best practice: Collaborate on the agenda with your teammates as much as you can by askingSome readers

• How to import proposals in meetings as the meeting Secretary?

  If you're a Secretary or the host of a Governance meeting, you can import the proposals submitted asynchronously and currently in progress within your circle, to the meeting. 📌 Note: This is the only time the secretary can import an item for other members of the circle. In the meeting: Click on Import to see the list of your submitted proposals and those of the circle members Tick the box next to the proposal(s) you want to import Click on Import to confirm (https://stoSome readers

• How to find the email of people in my organization?

  You can easily access the email addresses of all the members of a circle or the whole organization. Circle Members List To get the email addresses of all members of a circle, go to the circle page: Go to the Members tab Use the Filter by drop down list to select the type of members (All members, Core members, Main role members) Click on Copy emails (https://storage.crisp.chat/Few readers

• How to make your tasks private?

  Apply privacy to first level tasks to organize your work and structure transparency in the organization. This feature ensures your work aligns with your priorities, protecting sensitive information at the same time. Make your board tasks private Within public project boards, all members can make first level tasks and all their subtasks private. Then, when private, only board members will be able to see them. Open your task card Click on the Apply privacy button on thFew readers

• Introducing OKR Timeframes

  When preparing to roll out OKRs in your organization, you need to decide how to structure your strategy. One of the first important things to define is the timeframe of your OKRs. About Timeframes and Frequencies OKRs typically work with a combination of frequencies that interact with each other to create a rhythm of continuous and focused progress. You have a high-level goal with a longer horizon ( Company OKRs),Few readers

• How do I change my email address?

  You can change your email address at any time, simply follow these steps: Click on your profile icon at the bottom of the left-hand navigation menu Click on My account Go to Authentication Below Email, type your new email address Click Save (https://downloads.intercomcdn.com/i/o/442025458/237f41942955b55eaebebd49/Capture+d%E2%80%99e%CC%81craFew readers

• How to manage assignations within open collaboration?

  Open collaboration supercharges teamwork with features designed to break silos and ignite creativity. Shared project boards allow circles, roles, and individuals to contribute ideas freely, while real-time updates keep everyone on the same page. With these features, collaboration isn’t just easier—it’s smarter, faster, and more inclusive, unlocking the true power of diverse perspectives! Manage assignations within boards With open collaboration, no scenario is out of reach! You can freelFew readers

• How do I edit my account information?

  To update the information displayed on your profile: Click on your profile icon at the bottom of the left-hand navigation menu Click on My Account (https://downloads.intercomcdn.com/i/o/442028735/e45e04ec3c392e1b536d18f2/Capture+d%E2%80%99e%CC%81cran+2022-01-02+a%CC%80+12.18.24.png?expires=1742566500&signature=91ed4f0aff15970348e999b0e7e45e211ce3c74635ad9ab3cFew readers

• Visualize the OKR Hierarchy

  The OKR method allows teams to align their efforts on one or more key objectives, which in turn contribute to the company objectives. In Holaspirit, you can align OKRs of your circle to Company OKR to see how your Objectives contribute to the larger purpose. You can read more about the framework in this article. Aligning objectives allows you to align Circles and Members with the Company Objectives and get everyone on the sFew readers

• How to add or edit a policy?

  Basics about policies Policies grant or limit access to something already controlled by a role or a circle: its domain. Since domains give exclusive control, policies are needed to further refine who and/or how someone may impact a domain. Domains and policies always go together. To really understand policies you need to understand domains, what they are and how they work. See this article. Most policies are createdFew readers

• Edit your general circle

  The general circle (also called main circle or anchor circle) is the biggest body on your chart, consisting of sub-circles and roles. It represents your organization. A helpful way to think about the general circle, is to consider it a container for your organization! How to edit your general circle? 👤 You need to be an organization Admin to edit the general circle. To modify your general circle: Click on your general circle which is the largest one on your chart Click on *Few readers

• How do I change my password?

  You can change your password at any time for security reasons or reset it if you forgot it. How to change your password? Click on your profile icon at the bottom of the left-hand navigation menu Click on My account Click on Authentication Fill out the password sections Click on Save (https://downloads.intercomcdn.com/i/o/442029908/cc8a689a1eFew readers

• Publications' collaborative edition

  The Publications app is a great tool to work together with your team on content and processes, without being in the same room. If facilitates communication and transparency with simple features! What is collaborative edition? With Publications, members can work together in real time, thanks to collaborative edition. This process helps people to collaborate better and makes sure everyone is involved in documenting content in their team. Collaborative edition allows circles to opeFew readers

• How to navigate member's profile?

  Member’s profile is the go-to spot to see what members are up to, what roles they play, and how they contribute to the organization. It’s all about transparency, efficiency, and making collaboration a breeze. Whether you're looking for key details or tracking progress, this profile has got you covered. The profile consists of four main tabs: Infos, Roles, Activities, and Operations. Let’s dive in! Infos Tab Quickly access essential information about a member’s identity and backgroundFew readers

• Proposals Overview

  In this age of remote work and complex times, organizations must develop the ability to continuously adapt to change in order to make better and quicker decisions. We believe that collective intelligence allows for better decision-making. Holaspirit offers transparency on the asynchronous decision process and, we believe, is a game changer to helping teams define how they work and get organized together, faster and more inclusively.Few readers

• How to add a role or a circle?

  The roles and circles of your organization are the basis of its structure: 👉 Roles capture one or many of your activities. Unlike traditional organizations where a single job description can be restrictive, on Holaspirit you are most often assigned to several roles within the organization. 👉 Circles represent your teams. A circle brings together different roles asFew readers

• How to enable AI Assistant for your organisation?

  Introducing our new AI Assistant, designed to streamline the creation and updating of roles and circles, making governance more efficient! With intelligent support, users can now save time and effortlessly evolve their roles and circles, fostering continuous engagement and improvement. Enable AI Assistant for your organisation 👤 Only administrators of the platform can activate AI Assistant. Our AI Assistant simplifies the role and circle creation process by offering real-time guFew readers

• What changes with the new Projects App?

  Our new Projects App is finally here! Merging Actions and Projects into Tasks streamlines productivity by consolidating all actionable items into a cohesive system. This integration enhances clarity and efficiency, facilitating smoother progress towards goals. Cheers to a new era of productivity and success! What is a Task? 💭 Tasks were created from the merger of Actions and Projects. Now you can find them in one single application, however, they will still be separate units.Few readers

• How to edit or delete a publication?

  Publications evolve the same way the organization and its teams do. That's why easily editing publications is crucial to keep documentation up to date! Edit and publish a publication ✍️ To update an existing publication, you need to be a member of the circle in which it is published or be invited to collaborate on the publication. Read more To edit a publication, you need to either forFew readers

• Accessibility on Holaspirit

  At Holaspirit, we believe in creating an inclusive platform that caters to the needs of all our users. Accessibility is not just a feature, it’s a commitment to ensuring that everyone, regardless of their abilities, can effectively use our product. 📚 This article explains what accessibility is and why it's essential, our work towards making our product compliant and the feature supporting this change. What is Accessibility? Accessibility ensures that products, services, and enFew readers

• How to mention roles on Holaspirit?

  To highlight how roles interact together within the organization, you can use the role mention feature. This allows you to create a dynamic link between roles and provide information on how they work. How to mention a role? To mention a role, simply type “@” followed by the first letters of the role you want to mention, and select the role in the drop-down list to mention it. (https://storage.crisp.chat/users/helpdesk/website/-/3/5/d/c/35dc4200c788bc00/397a22fa-59c5-46a4-b88b-de1c6fFew readers

• How do I apply or resign from a role?

  As a member of an agile or self-managed organization, you have the opportunity to take on new responsibilities and grow your scope of activities within the organization. On Holaspirit, you can easily apply for a new role you want to join or resign from a role you don't want to fill anymore. On Holaspirit, you can view hiring roles, promoted by the role in charge of assignments (if there is one) or by members of the circle containing it. 👉 All members of the organization ( Users (httpsFew readers

• How do I set my circle private?

  👉 Circle privacy is available with the Rise, Scale and Enterprise plans. Find out more! Transparency and access to information are central to an agile, self-organizing organization. However, it may be necessary to limit the scope of access to information. What's private and for whom? Circle privacy settings allow you to manage your overall privacy preferences at circle level. Two privacy settings are defined for each circle: Operations (Few readers

• Export my organization's data as a User

  In order to facilitate general operations, Holaspirit allows Users to export data relating to their organization in Excel format. 👤 All Users and Admins can export this data. Note: You can turn on and off some Holaspirit apps. If the app is not enabled for your organization, you won't have access to its export. Export Circles You can export details of every circle you are a memberFew readers

• Navigating Inbox

  The Inbox app allows you to capture all your thoughts in one place, in order to clear your mind and process them when you're ready. Knowing how to navigate the app helps you work on your tensions more productively and effectively! The different Inbox views Because Inbox is a repository for your thoughts, knowing where to find what you're looking for is crucial. Your tensions are organized in two categories: My tensions and Tensions history. My tensions This is the defaulFew readers

• How to manage chart custom views?

  Discover the world of customized shades and views on your main page! Create and manage personalized views with an interactive legend to filter and highlight roles and circles. Seamlessly switch between persistent views and apply all chart types to custom views without losing your place. Governance views: List and Chart You can choose between two options: Chart view, which shows the organization's structure in visual format, and List view, focusing on roles and their aFew readers

• How to use the chart search?

  Introducing a comprehensive search solution that allows you to find roles, circles, and members all in one place! Enjoy clear search results with intuitive suggestions based on item names or content, and automatic zooming on relevant charts. Benefit from quick access to your recent searches, streamlining navigation and enhancing productivity. How to use the chart search? Based on the general search, the chart search allows you to quickly identify circles, roles, and members in thFew readers

• Adding attachments to roles and circles

  Documentation in your organization can work two ways: you can use the Publications app to document content directly on Holaspirit, or attach documents from an external source. This allows members of your organization to have access to valuable information, all in one workspace. What documents can be attached? You can find a dedicated tab called Documents on members, role, and circle pages which gives you acceFew readers

• How to edit a role or a circle?

  Roles and Circles are dynamic. They can evolve throughout time to adapt to the ever-changing needs of the organization and its members. Edit a role or circle from the Governance app 👤 You need to be a core member of the circle the role you want to edit is part of or a core member of the parent circle to edit its sub-circles. To ediFew readers

• Create company OKRs

  Company OKRs are about providing direction as to where you want your organization to be at by the end of a specific timeframe and letting teams decide how they'll make that happen. Company OKRs are the building blocks of your OKRs strategy. Adding company OKR 👥 Only Admins and decision maker members of the General Circle can add company OKRs. To add a company OKR: Go to theFew readers

• How to change the Secretary during a meeting?

  The meeting Secretary holds the crucial responsibility to capture the important information shared during the meeting and relate the actions agreed on by the circle on Holaspirit. The member opening the meeting, either by creating and opening it straight away or opening a scheduled meeting, is set as Secretary by default. How to change the meeting Secretary Click on the profile icon next to Secretary Select the profile icon of the member that will take over (only the members aFew readers

• What's new with Meetings? 🚀

  Something we've all been waiting for: it's time to spice up the Meetings! Discover the improvements we've been working on recently in order to provide you with more efficient, smart and flexible meeting management. Order your meeting agenda items 💎 As a meeting participant, order your agenda items before the meeting (https://downloads.intercomcdn.com/i/oFew readers

• How to add, edit and delete Checklists?

  Checklists are a dimension of the role or the circle and describe its recurrent activities. AcceFew readers

• Manage Highlights as an Admin

  Looking for an easy way to navigate the chart? The solution is right here: Role and Circle Highlights! Add a pop of colour to roles and circles in the organization's chart to identify them, depending on the way they work. What are Role and Circle Highlights? Based on role and circle fields, Highlights are feature presenting colours applied to roles and circles which contain certain information in their fields. 👉 More about Role and Circle Fields (https://help.holaspiritFew readers

• Introducing Governance Meetings

  There are 3 meetings templates integrated in Holaspirit to guide you in conducting your meeting's rituals: Tactical Meeting (following the Holacracy methodology) Governance Meeting (following the Holacracy methodology) OKRs (https://help.Few readers

• How to add subtasks to a task?

  Enhance productivity by breaking tasks into manageable subtasks. Unlock the potential of an unlimited task hierarchy, empowering you to create detailed to-do lists within each subtask. How to add a Subtask? Open the desired task card Click on the Subtasks button Name your subtasks list Create new subtasks by clicking on Add subtasks button (https://storage.crisp.chat/users/helpdesk/website/-/5/4/1/8/5418c39d8a901800/650e1af3-7e41-4364-a71a-3b1bbdy7khFew readers

• How to duplicate a project board?

  Duplicating a task board can streamline project management by replicating successful structures and workflows. It offers teams the opportunity to maintain consistency and efficiency across multiple projects or departments with minimal effort. 📌 Note: Project board cannot be duplicated if multiple board creation was deactivated in the Administration Settings. How to duplicate a projectFew readers

• How to close a meeting?

  As the meeting Secretary, you will need to close the meeting once it's over in order for the meeting report to be sent. ⚠️ Be careful : Once closed, a meeting cannot be reopened! To close a meeting: On the last step of the meeting, called Closing, click on one of the Close meeting buttons: (https://downloads.intercomcdn.com/i/o/484768427/e6b2d1df9d828e876Few readers

• How to create a proposal?

  You got a suggestion and want to change something in your organization whether it's a role, a circle, a policy, an election? You can create what we call an asynchronous proposal. How to create a proposal? ⚠️ Consent mode must be enabled for users to be able to submit asynchronous proposals. Creating a propFew readers

• Introducing Tactical Meetings

  Tactical meetings, as inspired by Holacracy, are focused on the operational work of the circle. Their purpose is to triage issues that have come up and remove obstacles so that the work can move forward. Each circle conducts its own tactical meetings and they are usually scheduled weekly by the circle's Secretary role. The formal output of a Tactical meetings is Projects and Actions, but they can be used to address any operational need suchFew readers

• How to use Bring to meeting?

  👉 Inbox and tensions are linked to the Meetings app and included with the Start, Rise, Scale and Enterprise plans. Find out more! After adding and working on a tension or a proposal, you might want to discuss it with your circle in a meeting. You can easily add you tension or proposal to a meeting's agenda using the Bring to meeting button. 📌 Note: Depending on the wording defined in your organization (https://help.holaspirit.com/en/articles/61557Few readers

• Set up your organization's Inbox

  👉 Inbox wording customization is available with the Rise, Scale and Enterprise plans. Find out more! Holaspirit's goal is to help all organizations become more agile, following their own methods and concepts. Tensions are a crucial part of the communication in an organization, that's why choosing the right wording can have a strong impact on how members see and use the *Few readers

• Understanding Domains

  Domains Basics Domains are one of the three elements of a role/circle (the others are purpose and accountabilities). You can use them to centralize control. By default, everyone in a self-managed organization has the authority to take any action or make any decision to fulfil their role/circle’s purpose or accountabilities. Domains are like a piece of property controlled exclusively by a role/circle. But they needn’t be physical property. They could be things like “the customer mail lisFew readers

• How to add, edit, archive and delete tasks?

  Effortlessly manage your tasks with intuitive controls. Add, edit, or delete tasks seamlessly, ensuring flexibility and adaptability in your workflow. Stay organized and focused on what matters most, optimizing your productivity. How to add a Task? From the Projects app In the Projects app, find My tasks view and click on Add task button:Few readers

• Governance Overview

  What is Governance? Governance is your organization’s map of its current architecture including roles, circles and different authorities. It allows building a structure, setting clear expectations and giving a transparent view of authority at every level in the organization. On Holaspirit, the Governance app gives you access to your organization's chart and its list of roles and circles. (https://storage.crisp.chat/users/helpdesk/website/-/6/9/0/2/6902c21441dfec00/0452989b-fe24-44cFew readers

• How to add an extra project board to your circle?

  When organizing your tasks, efficiency is key. By adding a new task board, you're expanding your organizational toolbox, allowing for clearer categorization and management. Pinning it as a favourite board ensures quick access to the most relevant tasks, streamlining your workflow and boosting productivity. 📌 Note: Project board cannot be duplicated if multiple board creation was deactFew readers

• How to create a Meeting Template?

  👉 Custom meeting templates are included with Rise, Scale and Enterprise plans. Find out more! Holaspirit comes with two default meeting types ( Tactical and Governance meetings), but you can also create your own meeting structure with re-usable meeting templates that capture your teamFew readers

• Manage Publications types

  The Publications app centralizes all your organization's publications to facilitate searchability for its members. To make it even easier, you can create and customize publications types for your organization, and categorize your documentation. 👤 Only Admins can manage Publications types. Create a publication type To add a publication type: Click on your profile icon and select Administration Go to Publications settings Click on the Add publication type button !Few readers

• How to restructure a circle in governance meetings?

  A circle can be restructured during a governance meeting held for the circle that contains it. Restructuring a sub-circle follows the same processes as all other governance changes. ⚠️ Important: To restructure a sub-circle, the meeting must be open for its parent circle. To restructure a sub-circle: Open or join a governance meeting Once in the meeting, add an item to meeting's agenda (https://helFew readers

• How to add or remove a member without a role from a circle?

  There might be some cases where you need to add a member to a circle in which they do not hold a role in order for them to: Attend the circle's meetings Be able to submit and vote on proposals and/or participate in the evolution of the circle Work on the circle's operations (projects, actions, OKRs…) That's why we've made it possible to add members to circle without them holding a role within it! How to add a member without a role? Assigning rules depend on how your organizationFew readers

• How to add, edit or delete a Transversal Role

  A Transversal role is created from an existing role (or circle) in the organization. A role from one circle is invited to participate in another circle, to bring collaboration and skills to a team which need it. 👉 More about Transversal roles Adding a Transversal role The action of inviting a role or circle to be transversal in another circle comes from the inviting circle. This means that the circle neediFew readers

• The different OKR views

  OKRs are meant to set strategy and goals for an organization and teams. To visualize them in a clear and transparent way, Holaspirit introduced several viewing options. In this article, we show you around each view available and how you can navigate it! Timeline, List and Hierarchy main views The three main views allow you to see your OKRs according to information relating to the OKRs: their timeframe and how they're linked to one another. Timeline view The main Timeline view aFew readers

• Publications Overview

  It's well-known that maintaining accurate and organized documentation is considered to be one of the best ways to keep things efficient and consistent in your organization. The Publications app centralizes your processes to make information easily accessible to everyone. It also facilitates collaboration with features allowing you to work asynchronously while keeping your team in the loop! 🚀 Activate the Experimental features mode (https://help.holaspirit.com/en/articles/6064897-introduciFew readers

• How to add, edit and delete Metrics?

  The Metrics are a dimension of the role and the circle and measure the performance of its activities. Metrics allow teams and roles to evaluate the effectiveness of their actions. They provide a clear guideline that promotes alignment between strategy and operations. What are Metrics? Metrics enable the activities of a role or a circle to be steered. Metrics should be part of the decision-making process of each person and role. Make sure that everyone in the organization understands themFew readers

• How to add, edit and delete a Tension?

  The Inbox app allows you to log and review all your tensions, in order to process them later or keep them to yourself. If you're not familiar with the concept of tensions, check out this article. 📌 Note: Depending on the wording defined in your organization for Inbox, a tension can also be called "Driver", "Spark" or "Note". AdFew readers

• New Projects App Overview

  Revolutionize how you manage projects and tasks with our intuitive app. From personalized task views to streamlined board management, everything you need to work smarter and faster is right at your fingertips. How the new Projects App works? Projects and Actions have been merged into Tasks, which can be created in the Projects application. A task can be: A stand-alone (personal) task which appears in your task list, but not linked to a board, A sub-task which exiFew readers

• Publications & Processes

  The Publications app helps to improve team collaboration, provides guidance, and supports team performance by making information easily accessible in a common location. It's well-known that maintaining accurate and organized documentation is considered to be one of the best ways to avoid chaos and keep things efficient and consistent. That's where documenting processes comes into action, to provide guidance on how tasks are executed from start to finish. It describes the steps to follow inFew readers

• Publications version history

  When working on publications, members actually work on creating a new version of that publication. Every time a publication is published, it means that a new version is created and made visible to the organization and its members. With collaborative edition, it's crucial to keep track of everything not to lose previous work. That's why publications have their own history of versions. It allows members to cFew readers

• How to collaborate on tasks?

  Elevate teamwork efficiency by asynchronously collaborating on tasks. Easily tag teammates and their roles, fostering collective productivity within the company. Mentioning Members To mention a member, simply type @ in the task's Activity section, enter the member's name and select their name from the dropdown list. 📌 Note: Mentioned members will receive an email notification if their notification settings (https://help.holaspirit.com/en/articles/3406338-howFew readers

• How to mention members on Holaspirit?

  To facilitate asynchronous collaboration and communication in your organization, you can mention members pretty much anywhere on Holaspirit. In certain cases, they'll even receive an email notification for the mention! How to mention a member? 👥 All members part of the organization can mention and be mentioned on Holaspirit, no matter their status (Admin, User or Inactive). To mention a member: Type @ in chosen text field Enter name of the member you wish to mention SFew readers

• Who are Circle Admins?

  Circle Admins are members of a circle who hold additional rights within the circle. What can circle admins do? Circle Admins can: Manage the circle's settings including the role in charge of assignation, elected and main roles, decision mode (free or consent mode) and publication types which consent apply for. Define the privacy settings for operations (metrics, checklists, projects, actions, OKRs, and meeting reports) as well as documents (attachments and publications).Few readers

• Inbox & Tensions Overview

  Inbox Overview Inspired by David Allen's productivity methodology Getting Things Done, Inbox is your repository to write down all your tensions so you can quickly get them out of your head and decide later what to do with them. From Inbox, you can: Capture any tension that you need to address. It can be anything from an opportunity for improvement to an endemic challenge that needs attention within the organization. Process what you've captuFew readers

• Meeting templates best practices - example uses

  This article is a collection of example meeting templates. You can these templates in your meeting as they are, customise them for your specific needs, or just create new ones! Some of these examples exist as templates which you can choose when opening a new meeting: Tactical meeting, Governance meeting, OKR check-ins Tactical Meeting (https://storage.cFew readers

• Can I be a member of several organizations?

  On Holaspirit, you can belong to as many organizations as needed. To be associated with multiple organizations, you only need to be invited by an administrator to more than one organization using the same email address. 📌  Note: This feature has been developed particularly for consultants working towards the deployment and practice of Holacracy or other self-management methodologies within multiple organizaFew readers

• How to add, edit and delete a task due date?

  Set up your project's clock and add its due date! It's a straightforward way to keep everyone on track and ensure tasks are completed on time. How to add a task due date? A due date can be easily added from a task card. Click on Due date on the right side of the tab and select the desired date. (https://downloads.intercomcdn.com/i/o/1026871380/7fa7aedb9831376Few readers

• How to vote on a proposal?

  All organizations have their own ways of making decisions. To this day, it can be difficult to leave hierarchical traditional structures behind in order to improve communication and collaboration in the decision-making process. Holaspirit helps organizations get out of these restrictive habits by prioritizing cooperation and consent while making decisions. How to create and submit a proposal As a circle member, you can submit changes (proposals) that seems relevant so that simultaneousFew readers

• How to add a proposal from the Proposals app?

  As a member of your circle, you are part of the decision-making process along with your teammates. To drive change within your team's governance, you might want to create a proposal and submit it to the other circle members (asynchronously or in a meeting). You can create a governance proposal either from the role or circle page or directly from the Proposals app. Create a proposal from the PropoFew readers

• How to duplicate a task?

  In order to give you flexibility in working with projects and tasks, it is possible to duplicate them, making it easier to re-use existing operation cards. ⭐ Tip: You can create a task and use it as a template, duplicating it with no limits! How to duplicate a task? Open the desired task card Click on the Duplicate button Rename the new task copy; in case you don't change the name, it will remain the same with Copy mention Choose whether to create an indiFew readers

• Transversal roles Overview

  Transversal roles allow you to invite a role (or circle) from one circle to work in another. It takes its origin in one circle and is simply invited to participate in another circle. Who can use Transversal roles? All decision-makers/core members of a circle may decide to add, edit or delete a Transversal role. A Transversal role is created by the inviting circle that needs a skill it does not hFew readers

• OKRs: Weighted Objective

  Not all key results are equal, some have a bigger impact on progress than others. By assigning different weighted values to key results, companies can report the relative value of each individual action on the overall progress towards the overall goal. Overall, this approach gives companies greater control over how they measure progress toward their goals and report on the results. What are Weighted Objectives? Holaspirit Weighted Objectives allows circle members to assign specific weigFew readers

• Add a Role or a Circle 🎬

  See also How to add a role or a circle? How to edit or delete a role or a circle? How to delete a role or a circle?Few readers

• How to manage columns in your Kanban project board?

  Effortlessly tailor your task Kanban board to match your team's workflow with intuitive column management. Streamline processes by customizing columns to reflect specific stages of completion, ensuring clarity and efficiency in every project. (https://downloads.intercomcdn.com/i/o/1028497052/9a5eda4e9ea1c9b684ec8c5a/Untitled+design.gif?expires=1742567400&signature=97a96a3b407c9a5482fca65fb867e020b95d2cfd78cd8f8638d496a26336a53c&req=dSAlHs13moFaW%2FMW1HO4zeOJ0oD%2FBr9SBRMUSDy%2FE2QukOsrsZv%2Few readers

• How OpenAI works on Holaspirit?

  Holaspirit takes a leap forward by integrating OpenAI's technology, introducing an innovative AI Assistant feature to facilitate the process of role and circle creation. This feature helps to save time and enhance governance evolution by assisting users in generating and updating content with ease using inserted prompts. AI Assistant: first feature based on OpenAI The AI Assistant brings transformative value by streamlining role and circle creation processes, significantly reducing tFew readers

• Manage OKR Timeframes for my organization

  👉 OKR custom timeframes are included with the Scale and Enterprise plans. Find out more! Because not all organizations follow the same strategy, tailoring OKR timeframes to its needs can make a big difference. Holaspirit makes it possible to manage and customize OKR timeframes that will be available to all members in your organization. About timeframes and frequencies OKRs typically work with a combination of frequencies that interact with each otheFew readers

• Understanding Highlights

  What is a Highlight? A Highlight is a colour which is applied to the roles and/or circles of your organizational chart, defined by Admins through a set of specific rules. These colours are visible by all members and allow for everyone to have a clear overview of the organization's structure as well as help navigate the chart. (https://storage.crisp.chat/users/helpdeskFew readers

• How to move task to another board?

  Need to change task's assigned board? It's easy! You can move it to any board you are a member of. Unlock the flexibility to adapt workflows effortlessly, ensuring tasks find their ideal home for efficient execution. How to move a task to another board? Open the desired task card Click on the Move task button Select the circle and column of its board from the drop-down list Click on Move to confirm (https://downloads.intercomcdn.com/i/o/1026839898/7590614Few readers

• How to add and publish a publication?

  Documentation constantly evolves, the same way your organization does. That's why adding and publishing content should be easy, and it is! Create a publication 👥 Members can only create publications for their circle(s). To add a new publication: Go to your Publications app Click on the Add a publication button Capture your publication's title Assign a circle Assign a role (optional) Define a publication type (https://help.holaspirit.com/en/articles/6511606-manaFew readers

• Adding an agenda item to an opened meeting

  👉 Inbox and tensions are linked to the Meetings app and included with Rise, Scale and Enterprise plans. Find out more! Meetings are the perfect place to discuss subjects inherent to your circle with your team: being able to add an idea, a tension or a proposal into a meeting is essential for collaboration. How to add an agenda item to an opened meeting? While your meeting iFew readers

• How to mention operations?

  Bringing clarity and context to your organization's content just got easier. By mentioning operations directly in your text fields, you can guide your teamates to the right information instantly—no need to search manually or switch between views. This feature enhances collaboration and keeps everyone aligned by making your content more interactive, structured, and actionable. — How to mention operations? You can mention operational elements using the command in any rich text field acroFew readers

• How to assign or remove a member from a role?

  Holaspirit gives organizations the option of deciding how role assignments should be handled and which roles can assign roles within each circle. What are the options to assign members to roles? There are 3 options as to assigning roles to the members of your organization: 1. A specific role is in charge of assigning members to roles Usually, in a Holacracy-based organization, the Circle Lead is in charge of assigning members to roles (unless they're elected). An Admin can defFew readers

• How to transform a role into a circle (and back)?

  A role can be extended into a circle or reduced back into a role, similarly by administrators and members of the circle. ⚠️ Be careful: Reducing a circle into a role will delete all projects, checklists, metrics and meeting reports of the circle concerned. Extend a role into a circle from the Governance page 👤 You need to be a member of the circle the role is part of. In the Governance app: Go to page of the role or circle you want to transform Click on the 3 dots at the tFew readers

• Create a Tension/Note 🎬

  See also How to add, edit, delete a Tension? How to process a Tension?Few readers

• How to manage missed meetings and their agenda items ?

  Couldn't start a meeting? Nothing lost! You can easily manage it by rescheduling and transferring its agenda items to another recurrent meeting. What happens to the missed meetings? A meeting is missed if it was not opened the same day it was scheduled for. 👉  Missed meetings remain in the Missed section for 24 hours post-scheduled time. 👉  Missed meetings without agendas are auto-deleted after an additional 24 hours. 👉 Meetings with agenda items are kept fFew readers

• How to use Publications' editor tool?

  The Publications app allows you to draft and publish rich content for your organization. And we know that, to write content that's engaging and rich, a complete editor tool is a must. Here's how the Holaspirit editor can help ! How to use the Editor? Use the "+" button at the start of the line to add: Headings (used to create table of content) Lists (bullet point, ordered and task list) Coloured callouts Tables Separators Images (https://storage.crisp.chat/uFew readers

• Apply consent decision-making to publications

  The Publications app helps members to collaborate on content, that's why consent decision-making can be useful. It allows all collaborators and members of the circle in which the publication exists to be notified of change(s) and agree to them. 👉 Need a refresher about decision-making settings? Publications & consent decision-making What does it mean? Publications are often used to document processes, guiFew readers

• Create a Proposal 🎬

  In this video, we'll show you how to: Navigate the Proposal Module Draft a Proposal Process Asynchronous Proposal Bring Proposal to Governance Meeting See also How to create a proposal?Few readers

• OKRs : Assign Members to Key Results

  While you can assign a team or a role to an OKR, you can also assign a Key Results to a member. This helps to create ownership over a Key Result. (https://downloads.intercomcdn.com/i/o/623503877/0afd0a88911d2676495fff48/Screenshot+2022-11-25+at+15.48.13.png?expires=1742568300&signature=cdde721016c2c5fa941cc5c38a7559441227297d27db9041a680aaa1e29106cc&req=ciIkE8l9lYZYFb4f3Few readers

• August 2021 Product Updates

  We've reviewed the user experience on the Governance page. Roles becomes the default page when you log in to Holaspirit. New sorting and filtering options are available on your Chart. This updates allows you: Visualize your organization chart in different shapes that best suits your company’s needs ; Filter your organization chart by role title, by members, by role typeFew readers

• Administrate project boards as an Admin

  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 unwantFew readers

• How to switch between organizations?

  On Holaspirit, you can belong to as many organizations as needed. To be associated with many of them, you only need to be invited by an administrator to more than one organization using the same email address. 👤 You need to be added to organizations with the same email to switch from one workspace to another. Switching between your organizations Go to your profile icon at the bottom of the left-hFew readers

• How can I create my account?

  You just received an invitation to join an organization on Holaspirit? To create your Holaspirit profile, follow these steps: Click on Activate my account in the email Fill out your First name and Last name, then choose and confirm your Password in compliance with your organization's security policy Click Create my account (https://downloads.iFew readers

• Administrate your project board as a Member

  Unlock the power of collaboration with our dynamic task board administration features! Customize privacy settings for seamless team coordination, appoint dedicated board admins to drive productivity, and tailor task completion column for a visually engaging and rewarding workflow experience. Dive in today and transform the way you work! How to administrate your project board? 👤 You need to be a project board administrator to be able to manage its settings. Open yourFew readers

• How to submit and track a proposal?

  Each organization has its own way of making decisions. Today, we still have a hard time getting out of traditional hierarchical structures, based on authoritarian ways of making decisions. With Holaspirit, you can easily submit your ideas to your team using consent based decision-making either in or outside a meeting (asynchronously). Every time you sense that something could be better organized in some waFew readers

• Members Hierarchy

  Source managers (to be continued)Few readers

• Assign Roles 🎬

  See also How to assign roles? (Article) Define Election and Assignation settings for your organisationFew readers

• How to delete a role or a circle?

  In this article, you will find the different ways to delete a role or a circle from your organization. Any circle member can delete a role or a circle. 📌 Note: Upon deleting a role/circle, you can reassign Projects, Actions, OKRs, Documents and Publications to another role or circle. The Metrics, Checklists and Policies will be deleting with the role/circle. Delete a role or a circle asynchronously Sometimes, you might not want to wait for a circle meeting to make changes to the strFew readers

• How to Track Meeting Attendance in Holaspirit?

  To help you keep a precise record of who’s attending your meetings, Holaspirit offers a participant roll-call feature. This ensures the attendance list reflects those actually present, both during the meeting and in the meeting report. How to activate the meeting participants list feature? This feature allows you to easily mark participants as present, helping you keep accurate records without relying on manual descriptions or custom steps. 👤 Only Admins can enable attendee listing.Few readers

• How to add, edit or delete an OKR

  An OKR (Objectives and Key Results) is a popular management strategy that defines objectives and tracks results. It creates alignment and commitment around measurable objectives. By measuring only what matters, and adhering to simple principles, great results can be achieved! Adding an OKR A Key Result is a measurable outcome required to achieve the objective. It contains a metric with a start and target value. Key Results measure progress towards the objective — like a signpost thatFew readers

• Processing a Tension from Inbox

  Every tension can be in your Inbox just for you to think about or can be processed into an action, project, OKR, governance proposal or agenda item to bring to a meeting. (https://downloads.intercomcdn.com/i/o/492560346/9de097bc6e31fa418f03167d/Capture+d%E2%80%99e%CC%81cran+2022-04-06+a%CC%80+09.52.23.png?expires=1742568300&signature=044d9e8e1a0aa44ee176bad0861e652c9ef3a0Few readers

• Improving transversality competences with Transversal roles

  Overview Much has been written about how essential collaboration is for success. Unfortunately, very few organizations formalize collaboration to make sure it actually happens. The truth is, informal collaboration simply isn't sufficient to keep an organization healthy and competitive. Instead, leading organizations actively foster collaboration by structuring it into their workflow. On Holaspirit, a circle may decide to invite a role from another circle to participate in its decisions anFew readers

• Personalizing your circle's settings

  Circle settings applying to the whole organization are handled in Administration and allow admins to define how all circles work. Because some circles work differently from others, they might decide to define their own settings, so they align with their way of working. Holaspirit allows circles to personalize its settings autonomously and independently of the settings defined for the enFew readers

• How to transfer unprocessed agenda items to another meeting?

  What to do with unprocessed agenda items? Transfer them to another meeting! Discover how to manage agenda items that remain unprocessed and move them to another meeting of the same recurrence. What happens with unprocessed agenda items? 👉 For unique meetings (those that don't have a recurrence added), the remaining unprocessed agenda items return to their owners' Inbox. 👉 For recurrent meetings, the unprocessed agenda items can be transferred to another recurrent meetiFew readers

• How to add a progress bar to your task?

  Don't miss out on the progress of your task! To easily track its success, you can add a customizable progress bar. With this bar you can track any information, for example, budget, number of translated articles or sold products.  How to add a progress bar to a task? Open the task card Click on Progress bar Give the bar a name Select the progress suffix Confirm progress bar creation (https://downloads.intercomcdn.com/i/o/1026864679/e8f1e4c23baaf283Few readers

• How to remove or delete a proposal?

  After submitting your proposal, you might change your mind and want to delete or remove it. Delete a saved proposal You can manage your saved proposals from  My proposals section of the Proposals app. To delete a saved proposal: Click on the three dots on the proposal Select Delete proposal Click on Delete in the pop-up window to confirm (hFew readers

• Run meetings (Secretary) 🎬

  See also How do I open or schedule a meeting How to change the Secretary during a meeting?Few readers

• OKR User Club: How to implement OKRs in Holaspirit

  Introduction Holaspirit User Club session on OKR has been launched at the instigation of several customers willing to share and connect with other self-managed organization. While getting the latest info about Holaspirit, the session represented the opportunity to network with, learn from, and share ideas with other users. The first edition of user club dealt with the OKR framework. (https://storage.crisp.chat/users/helpdesk/website/-/8/e/9/b/8e9b2f5dfaddd800/f63570ed-2672-480Few readers

• How to hold an election for an elected role?

  In an agile or self-managed organization, you can decide on the assignation of a role by electing its members. ⚠️ You must first define what roles will be elected roles, either in the organization's circle settings in Administration or in the circle settings. Election in a meeting You can hold an election during a meeFew readers

• How to create and edit a circle or role with AI Assistant?

  Discover how our AI Assistant makes creating and updating roles or circles quick and effortless, addressing the challenges of a time-consuming process! With step-by-step guidance, users can streamline governance processes and stay engaged in its continuous improvement. Create a new circle or role with AI Assistant Our innovative AI Assistant on Holaspirit offers a time-effective solution for generating role and circle content, transforming a complex process into a streamlined experience.Few readers