Using Holaspirit

Learn how Holaspirit works, from navigation to project management, and more.

83 articles in this collection
Written by Charles Bayle, Millie Poisson, and Elodie Ohanian

Account & Profile

How to configure my notification settings?

Written by Elodie Ohanian
Updated over a week ago

How do I log in?

How to log in or reset your password

Written by Millie Poisson
Updated over a week ago

How do I change my email address?

How to change your email

Written by Millie Poisson
Updated over a week ago

Can I be a member of several organizations?

Access several organizations with the same email address

Written by Millie Poisson
Updated over a week ago

How do I edit my account information?

How to edit your name, contact information and more

Written by Millie Poisson
Updated over a week ago

How do I change my password?

Written by Millie Poisson
Updated over a week ago

How do I choose my platform language?

Written by Millie Poisson
Updated over a week ago

How can I create my account?

Join your organization in a juste few clicks

Written by Millie Poisson
Updated over a week ago

Working with Governance

Assign Roles

In this video, you'll learn how to assign Roles

Written by Millie Poisson
Updated this week

Governance Overview

Written by Millie Poisson
Updated over a week ago

Add a Role or a Circle

In this video, we'll show you how to create a new role or a new circle into your chart.

Written by Millie Poisson
Updated this week

How to add a role or a circle?

The different ways to add a role or a circle

Written by Elodie Ohanian
Updated this week

How to edit a role or a circle?

Different ways to edit a role or a circle

Written by Elodie Ohanian
Updated over a week ago

How to delete a role or a circle?

Written by Elodie Ohanian
Updated over a week ago

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

Written by Elodie Ohanian
Updated over a week ago

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

Written by Elodie Ohanian
Updated over a week ago

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

How to add someone to a circle without assigning them to a role

Written by Millie Poisson
Updated over a week ago

How do I apply or resign from a role?

How to express interest in joining a new role and how to remove yourself from a role you no longer want to be in

Written by Elodie Ohanian
Updated over a week ago

How to hold an election for an elected role?

Written by Elodie Ohanian
Updated over a week ago

How to duplicate a circle?

Written by Elodie Ohanian
Updated over a week ago

Understanding Domains

Written by Millie Poisson
Updated over a week ago

How to add or edit a policy?

Written by Elodie Ohanian
Updated over a week ago

Building relationships between roles

Visualizing organizational relationships in your org chart

Written by Millie Poisson
Updated over a week ago

Transversal Roles Overview

Everything you need to know about the rules, permission and attributes of Transversal Roles

Written by Millie Poisson
Updated this week

How to add, edit or delete a Transversal Role

Written by Elodie Ohanian
Updated this week

Improving competences transversality with Transversal roles

What is a Transversal role and how you can use it

Written by Millie Poisson
Updated over a week ago

How to add, edit and delete Metrics?

Guide to managing metrics for roles and circles

Written by Millie Poisson
Updated over a week ago

How to add, edit and delete Checklists?

Managing role and circle checklists on Holaspirit

Written by Millie Poisson
Updated over a week ago

How to restructure a circle in governance meetings?

Written by Elodie Ohanian
Updated over a week ago

How do I assign or remove someone from a role?

Written by Millie Poisson
Updated over a week ago

Working in a Circle

Circle admins

Written by Millie Poisson
Updated over a week ago

Personalizing your circle's settings

Written by Millie Poisson
Updated over a week ago

How to find the email of people in my organization?

Written by Millie Poisson
Updated over a week ago

How do I set my circle private?

Define the privacy scope for your circle's publications and operations

Written by Elodie Ohanian
Updated over a week ago

How to tag roles on Holaspirit?

Written by Elodie Ohanian
Updated over a week ago

Working with Proposals

Proposals Overview

Empower teams and people to develop the organization's structure

Written by Millie Poisson
Updated over a week ago

How to create a proposal?

Create, submit and track a proposal

Written by Millie Poisson
Updated over a week ago

How to add a proposal from the Proposals app?

Written by Elodie Ohanian
Updated over a week ago

How to submit and track a proposal?

Create, submit and track proposals

Written by Elodie Ohanian
Updated over a week ago

How to vote on a proposal?

How to reply to a proposal inside or outside meeting

Written by Elodie Ohanian
Updated this week

How to remove or delete a proposal?

Written by Elodie Ohanian
Updated over a week ago

Working with Meetings

Meetings Overview

Discover how you can work with meetings and improve your productivity

Written by Elodie Ohanian
Updated over a week ago

Introducing Tactical Meetings

How tactical meetings are organized in holaspirit

Written by Millie Poisson
Updated over a week ago

Introducing Governance Meetings

How governance meetings are organized in holaspirit

Written by Millie Poisson
Updated over a week ago

Adding agenda items to scheduled meetings

Prepare for your meeting and collaborate to build the agenda

Written by Elodie Ohanian
Updated over a week ago

How to use Bring to meeting?

Add your tensions and proposals to your circle meetings!

Written by Elodie Ohanian
Updated over a week ago

How to create a Meeting Template?

Written by Millie Poisson
Updated over a week ago

Meeting templates best practices - Example uses 📝

Check out these example meeting and find inspiration for your meeting agendas.

Written by Millie Poisson
Updated over a week ago

How do I open or schedule a meeting?

Written by Millie Poisson
Updated over a week ago

How to change the Secretary during a meeting?

Written by Elodie Ohanian
Updated over a week ago

How to import proposals in meetings as the meeting Secretary?

Written by Millie Poisson
Updated over a week ago

Adding an agenda item to an opened meeting

How to add an agenda item during a meeting?

Written by Elodie Ohanian
Updated over a week ago

How to close a meeting?

Written by Elodie Ohanian
Updated over a week ago

How can I synchronize my circle meetings to my calendar?

How to export holaspirit meetings to your personal calendar

Written by Millie Poisson
Updated over a week ago

Working with Projects & Actions

Projects Overview

Create, manage and track projects on Holaspirit

Written by Millie Poisson
Updated over a week ago

Actions Overview

Create, manage and track tasks on Holaspirit

Written by Millie Poisson
Updated over a week ago

How to customize your Project Board?

Written by Millie Poisson
Updated over a week ago

How to add due dates to projects and actions

Written by Millie Poisson
Updated over a week ago

Duplicating cards

Written by Millie Poisson
Updated over a week ago

Adding attachments to operation cards

Upload attachments to Projects, Actions, OKRs, Checklists and Metrics cards from any file picker, link or your computer

Written by Millie Poisson
Updated over a week ago

How to add a Todo list to a project

Keep track of subtask with your project

Written by Millie Poisson
Updated over a week ago

How to add, edit and delete Actions

Manage tasks on Holaspirit

Written by Elodie Ohanian
Updated over a week ago

Adding labels to project cards

Categorize your projects with color and terms

Written by Millie Poisson
Updated over a week ago

Commenting on cards

Engage conversations on Projects, Actions and OKRs cards

Written by Millie Poisson
Updated over a week ago

How to add, edit and delete a project?

Written by Elodie Ohanian
Updated over a week ago

Archiving and deleting a card

How to archive (OKRs and Projects), how to delete operations cards (Actions, Metrics, Checklist, OKRs and Projects)

Written by Millie Poisson
Updated over a week ago

Adding members or role to cards

Checklists, metrics, projects, actions and OKRs can be assigned to individuals members or to roles

Written by Millie Poisson
Updated over a week ago

Working with Inbox

Inbox & Tensions Overview

Capture and process tensions to move the organization forward

Written by Elodie Ohanian
Updated over a week ago

Navigating Inbox

Written by Elodie Ohanian
Updated over a week ago

How to add, edit and delete a Tension?

Written by Elodie Ohanian
Updated over a week ago

Processing a Tension from Inbox

Written by Millie Poisson
Updated over a week ago

Set up your organization's Inbox

Written by Elodie Ohanian
Updated over a week ago

Working with OKRs

OKRs Overview

Written by Millie Poisson
Updated over a week ago

OKRs : Assign Members to Key Results

In this article, you'll learn how to assign an OKR

Written by Elodie Ohanian
Updated yesterday

OKRs: Weighted Objective

With the Holaspirit Weighted Objectives feature, you can fine tune your scoring.

Written by Elodie Ohanian
Updated over a week ago

Create Company OKRs

How to add, edit, delete the Company Objectives

Written by Millie Poisson
Updated over a week ago

Visualize the OKR Hierarchy

How to view aligned Objectives

Written by Millie Poisson
Updated over a week ago

How do I create, edit and delete an OKR

Written by Millie Poisson
Updated over a week ago

Manage OKR Timeframes for my organization

Written by Elodie Ohanian
Updated over a week ago

Introducing OKR Timeframes

Written by Millie Poisson
Updated over a week ago

OKR User Club: How to implement OKRs in Holaspirit

Common practices to start with OKRs in Holaspirit

Written by Millie Poisson
Updated over a week ago

Working with Publications

How do I add a document or a publication to a role or a circle?

Attach files directly from your computer, any file picker, or any link

Written by Millie Poisson
Updated over a week ago

How do I add, edit and delete a publication?

Add publication to roles or circles

Written by Charles Bayle
Updated over a week ago