Working with Governance
What are Inactive members?
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 gives them limited access to Holaspirit. From their account, they can only access the Governance and Members apps. (https://storage.crisp.chat/users/helpdesSome readersHow 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 assSome readersHow 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. Who can add a transversal role? To add a transversal role, you need to be a member of the circle where the transversal role needs to be invited. Adding a transversal role The action of inviting a role or circle to be transversal in another circle comes from the invitFew readersHow 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. Who can duplicate a circle? Members of the circle holding the one to duplicate can copy it. 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 roles and subcircles you wantFew readersHow to add, edit and delete Checklists?
Checklists help bring clarity and accountability to recurring role activities. They ensure nothing falls through the cracks and make it easier to track what’s done regularly. By using checklists, teams build reliable and transparent habits over time. What is a Checklist? Role or circle checklists provide the opportunity for circle and organization members to have visibility into a recurring role or circle action. It is impossible to list all role checklists, but It is interesting to doFew readersPersonalizing your circle's settings
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 entire organization. ⚠️ Important: By modifying its own settings, a circle becomes independent and all current and future circle settings defined at the organization level won't apply. Only Admins can re-synchronize a circle's settFew readersHow 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. Who can delete rols and circles? To delete a role, you need to be a core member of the circle holding it. To delete a circFew readersWhat 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 are non decision-makers (non-core members) by default. They cannot parFew readersGovernance 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/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-0Few readersHow 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. Who can move a role or circle? To move a role or a circle you need to be the member of: The circle holding the role or the circle you want to move, The circle to which you want to move the role or sub-circle. How to move a role or circle from its page? Go to the role page Click on the 3 dots on the top right of the pFew readersWho 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). AFew readersHow 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. Who can use AI Assistant? Administrators can activate AI Assistant so that is available for all users to use. AI Assistant: first feature based on OpenAI ThFew readersHow 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. Who can enable AI Assistant for your organisation? Only platform administrators can enable AI Assistant. Enable AI Assistant for your organisation Our AI Assistant simplifies the role and circleFew readersEdit 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! Who can edit general circle? Only platform administrators can edit the general circle. How to edit your general circle? Click on your general circle which is the largest one on your chart Click on EdiFew readersAdding 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 accessFew readersUnderstanding 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 listFew readersHow 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 readersHow do I set my circle private?
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 (OKRs, meeting reports, checklists and metrics) Documents (attachments and publications) When privacy is set for the circleFew readersHow 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 readersHow 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. Restructure a sub-circle Open or join a governance meeting Once in the meeting, add an item to meeting's agenda As meeting Secretary, click on the item to process Click on Add meeting results *CircleFew readersHow 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/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-07-25-at-15441Few readersHow 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 readersHow 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 eleFew readersHow to add or edit a policy?
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. Most policies are created during Governance meetings. However, you can also create and update policies at any time, outside meetings (asynchroFew readersHow 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 readersHow 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. Who can 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 define the role iFew readersHow 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 As an active member of the organisation, you can copy emails of circle members. 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/users/Few readersHow 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. Who can edit roles and circles? To edit a role, you need to be a core member of the circle holding it. If you want to edit a circle, you need to be a core member of the circle holding it. How to edit a role or circle from the Governance App? Go to the role or circle page Click on Edit role or Edit circle (https://storageFew readersHow 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. Who can transform a role into a circle? Only the members of the circle that the role is a part of can transform it. Extend a role into a circle from the Governance page Go to page of the role or circle you want to traFew readersHow to add or remove a member without a role from a circle?
Sometimes, members need to contribute to a circle without holding a specific role. Whether it's to join meetings, vote on proposals, or support ongoing work, participation shouldn't be blocked. That’s why Holaspirit lets you add members to a circle even if they don’t have a role in it. Who can add or remove a member without a role? Assigning rules depend on how your organization is configured: If no role is defined as in charge of assignation across the organization, all members of aFew readersExport my organization's data as a User
In order to facilitate general operations, Holaspirit allows Users to export data of their organisation. Who can export those data? All data described in this article can be exported by members and administrators. Export Circles You can export details of every circle you are a member of. The circle export contains: Circle name and ID, Roles and subcircles assigned to the circle, their IDs, the information if they are linked to a template or hiring, Its roles and subcircFew readersHow 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 readersHow to use secondary navigation?
To make it even easier to explore and use all of Holaspirit’s features, we’ve introduced a secondary navigation system. Designed to be more intuitive and consistent, this new layout helps you quickly find the tools and views you need, right where you expect them. Let’s take a closer look at how it works and how it can support your daily use of the platform. 👉 Watch the video to see how the new secondary navigaFew readersWhat happens when deleting a circle?
In Holaspirit, circles are central to your organization’s structure and governance. Deleting a circle is a critical action that can lead to data loss or unintentional changes if not done carefully. This article outlines what happens when a circle is deleted, how to move elements to other circles beforehand, and who is allowed to perform these actions. What Happens When a Circle Is Deleted? When a circle is deleted, the following elements are permanently affected: All roles and sub-ciFew readers
Working with Meetings
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://help.holaspiriPopularHow 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. How to synchronize meetings with Outlook or Google? Go to your Meetings app Click on Synchronize calendar button at the top right Choose whPopularMeetings 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 readersHow 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. Who can enable and use the Videoconference Add-on? The Video Conference add-on can be activated by administrators in the Administration settings. Once activated, it can be used by all active members when creatingSome readersIntroducing Tactical Meetings
Tactical meetings 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 Tactical meetings is Projects and Actions, but they can be used to address any operational need such as sharing information, giving updates, requesting projects and actioFew readersHow to open, schedule, edit or delete a meeting?
Meetings are key moments for alignment, decision-making, and progress. Holaspirit makes it easy to open, schedule, edit, or delete any meeting. Managing meetings efficiently helps keep your team focused and in sync. Who can manage meetings? All core-circle members can open or schedule a meeting for their circle. You can either start a meeting immediately or schedule a one-time or recurrFew readersHow to create a Meeting Template?
Creating a meeting template helps ensure consistency and clarity in how your team runs its sessions. Whether it’s for governance, tactical, or custom meetings, templates save time and reduce setup effort. With Holaspirit, you can design structured agendas that match your team’s needs and reuse them as often as needed. Who can create a meeting template? Only Administrators can create and manage meeting templates. Create and customize a meeting template Go to the AdministFew readersIntroducing Governance Meetings
What's a governance meeting? Governance is about the structure of your circle, this is where you can create and adapt the roles that capture the work that needs to be done. Every circle runs its own governance meetings. The governance meeting is less frequent than the tactical meeting and is about working on the organization (organizational development). A facilitator guides the consultations according to a tight schedule. Specifically, in a Governance meeting you can: Create, remove, orFew readersHow 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. Who can transfer unprocessed agenda items to another meeting? Only the meeting secretary can manage unprocessed agenda items 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 recurrFew readersAdding an agenda item to an opened meeting
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. Who can add an agenda item to an opened meeting? All the members participating in the meeting can add an agenda item to it during the meeting. How to add an agenda item to an opened meeting? While your meeting is in progress,Few readersAdding agenda items to scheduled meetings
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. Collaborating on the meeting agenda allows all participants to come prepared and be more focused and relevant, and to get a better sense of the meeting discussions and organize the meeting agenda in advance. To prepare your agenda in the best way possiblFew readersHow to manage missed meetings and their agenda items ?
Sometimes meetings get missed — and that’s okay. Holaspirit makes it easy to reschedule, so your team can stay aligned without losing momentum. Quickly set a new date and pick up right where you left off. Who can manage missed meetings? All the members added to the meeting as participants can manage and reschedule it. 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 MissedFew readersHow 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. Who can use meeting participants list? First, the platform administrators have to activate the feature in the administration settings. Then, the secretary of the meeting can check the participants on the list. How to activate the meeting participantsFew readersHow to close a meeting?
Who can close a meeting? Only the meeting secretary can close a meeting. How to close a meeting? 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: Confirm by clicking on the Yes, Close button: (https://storage.crisp.chaFew readersHow to import proposals in meetings as the meeting Secretary?
Bringing proposals into a meeting ensures important topics are addressed efficiently. Holaspirit lets you import tensions and proposals so nothing gets lost between asynchronous work and live discussions. Who can import proposals to a meeting? 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 otheFew readersHow 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 membeFew readers
Working with Tensions & Inbox
How to use Bring to meeting?
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 for Inbox, a tension can also be called "Driver", "Spark" or "Note". Bring to a scheduled meeting Planning and schedulingFew readersNavigating 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 defaFew readersHow to add, edit and delete a Tension?
Tensions capture anything that could improve how you work — from small annoyances to big ideas. Logging tensions helps turn insights into meaningful change. With Holaspirit, you can process tensions into clear, trackable actions. 📌 Note: Depending on the wording defined in your organization for Inbox, a tension can also be called "Driver", "Spark" or "Note". Who can add a tension? All active members ofFew readersSet up your organization's Inbox
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 Inbox app. As an Admin, you can choose the term used in Inbox by all members, depending on the methodology in place in your organization: Tension - in Holacracy, is an opportunity, a feeling that something could be dFew readersInbox & 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 capturFew readersProcessing 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. 📌 Note: Depending on the wording defined in your organization for Inbox, a tension can also be called "Driver", "Spark" or "Note". How to add a tension? Go to the Inbox app in the blue navigation bar Click on *Add a tensionFew readers
Working with Projects and Tasks
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 exiSome readersKanban, 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 woFew readersHow 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 to tasks and subtFew readersHow 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 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 the rigFew readersHow 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 project board?Few readersHow 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 readersHow 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 acrossFew readersHow 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! Who can mention members? 👥 All members part of the organization can mention and be mentioned on Holaspirit, no matter their status (Admin, User or Inactive). How to mention a member? To mention a member: Type @ in chosen text field Enter name of theFew readersHow 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/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-07-24-at-17104jdesxFew readersHow 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. Changing task due date To stay up to date with the changFew readersAdministrate 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! Who can administrate board settings? Platform administrators can change project board settings in the Administration Settings. How to manage board settings? Maximize efficiency in your organization with enFew readersHow to add an extra project board?
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: An extra project board cannot be added to your circle if multiple board creationFew readersHow 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://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7Few readersWhat 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 multiplFew readersHow 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 freeFew readersHow 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 readersHow 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. 📌 Note: All circle members can make changes to the columns in the Kanban view. Every modification will be visible for the rest of the board members. Rename a column Hover the column's name, click on it, insert a new name, and it's done! (Few readersAdministrate 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 readersHow to set up recurrent tasks?
With the recurrence feature, you can now automate repeating tasks directly in Holaspirit, helping your team stay on top of recurring work with less effort and more reliability. This feature is designed to keep your workflows smooth and consistent by creating new tasks only when needed, while preserving all the important details of the previous one. How to Add Recurrence to a Task? You can set a task to repeat directly from the Due Date section of the task. Open the task Click oFew readers
Working with Proposals
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? Creating a proposal allows you to make the following changes: Edit circles or roles Move circles or roles Add, change or delete a policy Reduce a circle to a role, or expand a role into a circle Elect a member to an elected role You can also decide to create proposals directFew readersHow 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 orgFew readersProposals 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. Proposals & consent decision-making On Holaspirit, theFew readersHow 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 generatFew readersHow 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 readersHow 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 *Few readersHow to add a proposal in 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). Create a proposal from the Proposals App Go to the Proposals app Click on the Add a proposal button in the top right (https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-08-13Few readers
Working with OKRs
OKRs Overview
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 required to drive progress on the Key Results. OKR = Objective + Key Results + Projects Which means: I will achieve *ObjSome readersVisualize 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 readersHow to implement OKRs in Holaspirit
What are OKRs? OKRs are meant to set strategy and goals over a specified amount of time for an organization and teams. OKR has two components, the Objective and the Key Results where: Objectives are memorable qualitative descriptions of what you want to achieve. It should be short, inspirational to motivate and challenge the team. Key Results are a set of metrics that measure your progress towards the Objective. All Key Results have to be quantitative and measurable. The typicFew readersThe 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 viewFew readersHow 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! Who can add an OKR? All members of a circle can add OKRs for their circle and can be assigned to an OKR within their circle. Adding an OKR A Key Result is a measurable outcome required to achieve the objectiFew readersOKRs: 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 readersManage OKR Timeframes for my organization
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 other to create a rhythm of continuous and focused progress. You have a high-level goal with a longer horizon, that can only be accoFew readersOKRs : 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. OKR and Key Results assignation explained Let's clarify what assignation means for an OKR and its Key Results: An OKR represents a measurable collaborative effort to attain a goal. Assigning a Circle and/or a Role and Members to an OKR sets the global expectation in terms of who needs to work toward that Objective. Key Results are tFew readersCreate 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. Who can add company OKRs? Only admins of the organization and decision maker members of the General Circle can add company OKRs. How to add company OKRs? Go to the OKRs app Click Add Company OKR Fill in the OKR card (httpFew readers
Working with My Account
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/-/c/4/1/5/c415f7c7930b8Some readersHow 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 readersHow 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 Holaspirit will send a confirmation email. To complete the change, open your mailbox and click theFew readersAccessibility 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 readersHow 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. How do I change my platform's language? Click on your Profile icon at the bottom of the left-hand navigation menu Click on My Account Go to Settings Select the desired language from the Platform Language drop-downFew readersHow 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 theFew readersHow 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 How to reset your password? Go to the login pageFew readersHow 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 📌 Note: You caFew readersCan 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 readersHow to receive a digest email notification?
In fast-paced, agile environments, it's easy to lose track of what matters most. Between tasks, checklists, meetings, OKRs, elections, and proposals, users often find themselves juggling multiple tabs and tools—leading to mental overload and missed deadlines. The Digest Email is here to simplify your life. This smart, customizable summary gathers all your key actions and deadlines in one clean email, delivered straight to your inbox daily or weekly. No more jumping between spaces—just one ceFew readersWhich browsers is Holaspirit compatible with?
To ensure a smooth and secure experience, Holaspirit is optimized to run on the latest versions of the main web browsers. Using an up-to-date version not only gives you access to all features but also ensures the best performance and security updates. Below is the list of fully supported browsers, as well as those with limited support. Holaspirit is compatible with the following browsers and their more recent versions: Chrome 115+ (juillet 2023) Firefox 115+ (juillet 2023) Edge 115+ (juilFew readers
Working with Publications
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 readersPublications 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 coFew readersHow 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! Who can create a publication? Members of a circle can only create publications for their circles. Create a 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 (optional) Add a review date (https://Few readersPublications 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/article/introducing-experiFew readersHow 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 (https://storage.crisp.chat/users/helpFew readersHow 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. To edit a publication, you need to either for edit a publication or join the edition already opened by another member. To edit a publication: AccFew readersApply 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. Publications & consent decision-making What does it mean? Publications are often used to document processes, guidelines and many more types of documentation. They are crucial to the well-functioning of the organization and require for the teaFew readersPublications' 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 opFew readersManage 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. Who can manage publication types? Only admins of the organization can manage Publications types. Create a publication type To add a publication type: Click on your profile icon and select Administration Go to Publications sFew 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. Why visualize relationFew readersTransversal 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 readersHow 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://storage.crisp.chat/users/helpdesk/website/-/c/4/1Few readers