Using Holaspirit

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

Commenting on cards

Engage conversations on Projects, Actions and OKRs cards

Written by Millie Poisson
Updated over a week ago

How do I change my email notifications?

How notifications work for circles

Written by Millie Poisson
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 organization?

Access several organization 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 few click

Written by Millie Poisson
Updated over a week ago

Governance Overview

Written by Millie Poisson
Updated yesterday

How to add a role or a circle?

Different ways to add a role or a circle

Written by Clémentine
Updated over a week ago

How to edit a role or a circle?

Different ways to edit a role or a circle

Written by Clémentine
Updated over a week ago

How to delete a role or a circle?

Written by Clémentine
Updated over a week ago

How to make a circle a role?

Written by Clémentine
Updated over a week ago

How do I move a role from one circle to another?

How to move roles (or policies) from one circle to a another

Written by Charles Bayle
Updated over a week ago

Adding, editing and deleting Metrics

Guide to managing metrics for roles and circles

Written by Clémentine
Updated over a week ago

Adding, editing, deleting Checklist

Managing role and circle checklists on Holaspirit

Written by Millie Poisson
Updated over a week ago

Understanding Domains

Written by Millie Poisson
Updated over a week ago

How do I add a policy?

Written by Millie Poisson
Updated over a week ago

Add or Remove a member without a role to a circle

How to add someone to a circle as a "core member" without assigning him or her to a role

Written by Millie Poisson
Updated over a week ago

How do I apply for a role 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 Charles Bayle
Updated over a week ago

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

Adding due date to Projects and Actions

Written by Millie Poisson
Updated over a week ago

Duplicating cards

Re-use existing projects, actions, OKRs cards, checklists, and metrics.

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

Adding a to-do list to a project

Keep track of subtask with your project

Written by Millie Poisson
Updated over a week ago

Adding, editing and deleting Actions

Manage tasks on Holaspirit

Written by Millie Poisson
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

Adding, editing and deleting a project

Manage projects on Holaspirit

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

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 Tension?

Written by Millie Poisson
Updated over a week ago

How do I submit a proposal to my circle?

Make a decision on Holaspirit

Written by Millie Poisson
Updated over a week ago

How do I remove an asynchronous governance proposal?

Written by Millie Poisson
Updated over a week ago

Tensions Overview

Discover Tensions and learn how to grasp opportunities in your roles and organization

Written by Millie Poisson
Updated over a week ago

Personalizing your circle settings

Change your circle's settings for assignation, election and governance processes at the circle level

Written by Millie Poisson
Updated yesterday

How do I get the email of people in my organization?

Written by Millie Poisson
Updated yesterday

How do I set my circle private?

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

Written by Millie Poisson
Updated yesterday

How do I tag other roles?

Written by Charles Bayle
Updated over a week ago

Adding agenda items to scheduled meeting in advance

Prepare for your meeting and collaborate to build the agenda

Written by Millie Poisson
Updated over a week ago

Meetings Overview

Discover how you can work with meetings and improve your productivity

Written by Millie Poisson
Updated yesterday

Introducing Governance Meetings

How governance meetings are organized in holaspirit

Written by Millie Poisson
Updated over a week ago

Introducing Tactical Meetings

How tactical meetings are organized in holaspirit

Written by Millie Poisson
Updated over a week ago

How to create Meeting Template?

Create your own meeting templates to save time when creating future meetings - and stick to your team's routine

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 capture meeting's outputs in meetings? (secretary)

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 do I import agenda items for others in a meeting?

Written by Millie Poisson
Updated over a week ago

How do I take over the secretary role during a meeting?

Written by Millie Poisson
Updated over a week ago

How do I add an issue to the meeting?

How do I add an agenda item?

Written by Millie Poisson
Updated over a week ago

How do I close a meeting?

Written by Millie Poisson
Updated over a week ago

How can I sync my circle meetings to my calendar?

How to export holaspirit meetings to your personal calendar

Written by Millie Poisson
Updated over a week ago