Holaspirit

Elodie Ohanian

Karolina Krawczyk

Millie Poisson

Learn how to use the different apps and features of Holaspirit

Using Holaspirit

How to configure my notification settings?

How to switch between organizations?

How do I log in?

How do I change my email address?

Access several organizations with the same email address

Can I be a member of several organizations?

How to edit your name, contact information and more

How do I edit my account information?

How do I change my password?

How do I choose my platform language?

Join your organization in a juste few clicks

How can I create my account?

Account & Profile

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

Assign Roles

What are Inactive members?

Governance Overview

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

Add a Role or a Circle

The different ways to add a role or a circle

How to add a role or a circle?

Different ways to edit a role or a circle

How to edit a role or a circle?

How to delete a role or a circle?

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

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

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

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

How do I apply or resign from a role?

How to hold an election for an elected role?

How to duplicate a circle?

Understanding Domains

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

Transversal Roles Overview

How to add or edit a policy?

Visualizing organizational relationships in your org chart

Building relationships between roles

How to add, edit or delete a Transversal Role

What is a Transversal role and how you can use it

Improving competences transversality with Transversal roles

How to add, edit and delete Metrics?

Managing role and circle checklists on Holaspirit

How to add, edit and delete Checklists?

How to restructure a circle in governance meetings?

How to assign or remove a member from a role?

Working with Governance

Who are Circle Admins?

Personalizing your circle's settings

How to find the email of people in my organization?

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

How do I set my circle private?

How to mention roles on Holaspirit?

Working in a Circle

Publications Overview

How to add and publish a publication?

How to edit or delete a publication?

Publications' collaborative edition

Publications version history

Apply consent decision-making to publications

Manage Publications types

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

Adding attachments to roles and circles

Publications & Processes

Working with Publications

Empower teams and people to develop the organization's structure

Proposals Overview

In this video, you'll learn how to draft and submit a governance proposal

Create a Proposal

How to create a proposal?

How to add a proposal from the Proposals app?

How to submit and track a proposal?

How to reply to a proposal inside or outside meeting

How to vote on a proposal?

How to remove or delete a proposal?

Working with Proposals

Create, manage and track projects on Holaspirit

Projects Overview

Create, manage and track tasks on Holaspirit

Actions Overview

How to customize your Project Board?

How to add due dates to projects and actions

Duplicating cards

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

Adding attachments to operation cards

How to add a Todo list to a project

How to add, edit and delete Actions

Categorize your projects with color and terms

Adding labels to project cards

Engage conversations on Projects, Actions and OKRs cards

Commenting on cards

How to add, edit and delete a project?

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

Archiving and deleting a card

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

Adding members or role to cards

Working with Projects & Actions

OKRs Overview

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

OKRs : Assign Members to Key Results

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

OKRs: Weighted Objective

Visualize the OKR Hierarchy

How to add, edit, delete the Company Objectives

Create Company OKRs

How do I create, edit and delete an OKR

Manage OKR Timeframes for my organization

Introducing OKR Timeframes

Common practices to start with OKRs in Holaspirit

OKR User Club: How to implement OKRs in Holaspirit

Working with OKRs

Capture and process tensions to move the organization forward

Inbox & Tensions Overview

In this video, you'll learn how to create a tension in your inbox

Create a Tension

Navigating Inbox

How to add, edit and delete a Tension?

Processing a Tension from Inbox

Set up your organization's Inbox

Working with Inbox

In this video, we'll see how to go through the meetings steps, create the agenda and capture meeting notes.

Run meetings (secretary)

Discover how you can work with meetings and improve your productivity

Meetings Overview

How tactical meetings are organized in holaspirit

Introducing Tactical Meetings

How governance meetings are organized in holaspirit

Introducing Governance Meetings

Prepare for your meeting and collaborate to build the agenda

Adding agenda items to scheduled meetings

Add your tensions and proposals to your circle meetings!

How to use Bring to meeting?

How to create a Meeting Template?

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

Meeting templates best practices - Example uses 📝

How do I open or schedule a meeting?

How to change the Secretary during a meeting?

How to import proposals in meetings as the meeting Secretary?

How to add an agenda item during a meeting?

Adding an agenda item to an opened meeting

How to close a meeting?

How to export holaspirit meetings to your personal calendar

How can I synchronize my circle meetings to my calendar?

Working with Meetings

To Holaspirit app

Send us an email

To Holaspirit website

Find answers and get help from Intercom Support and Community Experts