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Using Holaspirit
Using Holaspirit
Learn how Holaspirit works, from navigation to project management, and more.
70 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
Governance Overview
Written by
Millie Poisson
Updated over a week ago
How to duplicate a circle?
Written by
Elodie Ohanian
Updated this week
Understanding Domains
Written by
Millie Poisson
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
How to add a role or a circle?
The different ways to add a role or a circle
Written by
Elodie Ohanian
Updated over a week ago
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 transform a role into a circle (and back)?
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 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 add or edit a policy?
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 to restructure a circle in governance meetings?
Written by
Elodie Ohanian
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 this week
How do I assign or remove someone from a role?
Written by
Millie Poisson
Updated over a week ago
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 create Transversal Role
How to invite a role to work inside an external circle
Written by
Millie Poisson
Updated over a week ago
How to hold an election for an elected role?
Written by
Elodie Ohanian
Updated over a week ago
Working in a Circle
Circle admins
Written by
Millie Poisson
Updated this week
Personalizing your circle's settings
Written by
Millie Poisson
Updated this week
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 over a week ago
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 this week
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
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
Actions Overview
Create, manage and track tasks on Holaspirit
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
Projects Overview
Create, manage and track projects on Holaspirit
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
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
Documents
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