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.  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. š Note: Inactive members are non decision-makers (non-core members) by default. They cannot parSome readersGovernance Overview
What is Governance? Governance is your organizationās 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.  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). ASome 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. š 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 circSome 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 have. šāāļø Example: The Marketing circle needs the skills of the Designer rolFew 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 . An Admin can define the role iFew 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 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 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/circleās purpose or accountabilities. Domains are like a piece of property controlled exclusively by a role/circle. But they neednāt be physical property. They could be things like āthe customer mail listFew readersWhat happens when deleting a circle?
In Holaspirit, circles are central to your organizationās 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 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 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 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 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 rolesĀ (including role templates) within it. You can choose the roles and subcircles you wantFew 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 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. ā ļø 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, 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 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 navigate member's profile?
Memberās profile is the go-to spot to see what members are up to, what roles they play, and how they contribute to the organization. Itās 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. Letās dive in! Infos Tab Quickly access essential information about a memberās identity and backgroundFew 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 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. ā ļø 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 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 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. Thatās why Holaspirit lets you add members to a circle even if they donāt 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 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 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 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 ā@ā followed by the first letters of the role you want to mention, and select the role in the drop-down list to mention it.  Click on Copy emails . A facilitator guides the consultations according to a tight schedule. Specifically, in a Governance meeting you can: Create, remove, orSome 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 actioSome readersHow to create a Meeting Template?
Creating a meeting template helps ensure consistency and clarity in how your team runs its sessions. Whether itās for governance, tactical, or custom meetings, templates save time and reduce setup effort. With Holaspirit, you can design structured agendas that match your teamās 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 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 creatingFew 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 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 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 readersHow to manage missed meetings and their agenda items ?
Sometimes meetings get missed ā and thatās 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 whoās 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 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? š For unique meetings (those that don't have a recurrFew 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. š Note: This is the only time the secretary can import an item for otheFew readers
Working with Tensions & Inbox
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 capturFew readersHow 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. š 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 readersHow to add, edit and delete a Tension?
Tensions capture anything that could improve how you work ā from small annoyances to big ideas. Logging tensions helps turn insights into meaningful change. With Holaspirit, you can process tensions into clear, trackable actions. š 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 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 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. š 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 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 readers
Working with Projects and Tasks
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 BoardsĀ tabs. Seamlessly transition between Kanban, List, and Hierarchy views, providing unparalleled flexibility to tailor your workflow to your preferences. š§ 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 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. š 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!  task which appears in your task list, but not linked to a board, A sub-task which exiSome 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. š Note: An extra project board cannot be added to your circle if multiple board creationFew readersHow to use Projects Timeline View?
Managing projects and tasks just got easier with the new Timeline View!Ā This feature allows you to visualize tasks and projects with both start and end dates, offering a complete picture of your project timelines. š Note: The Project Timeline View has to be firstĀ activated in Experimental Features by organisation Admins. Using Timeline View By adding start and end dates to tasks and subtFew 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 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 instantlyāno 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 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. š Note: Project board cannot be duplicated if multiple board creation was deactivated in the Administration Settings. How to duplicate a project board?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? š¤ You need to be a project board administrator to be able to manage its settings. Open your **Few 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 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 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? š„ 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, 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 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. ā 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 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 . Every time you sense that something could be better orgFew 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  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 fromĀ 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 confirmFew 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 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 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 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 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 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 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  Firefox 115+ (juillet 2023) Edge 115+ (juilFew readers
Working with Publications
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! š [Activate the Experimental features mode](https://help.holaspirit.com/en/article/introducing-experiFew 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 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 readersPublications & 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' 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 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  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 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 āļø 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 readers
Building relationships between roles
Understanding where you fit into an organization is important ā 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 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