Using Holaspirit

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

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64 articles in this collection
Written by Charles Bayle, Millie Poisson, and Elodie Ohanian
Working with Governance

Governance Overview

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Written by Millie Poisson
Updated over a week ago

Understanding Domains

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Written by Millie Poisson
Updated over a week ago

Building relationships between roles

Visualizing organizational relationships in your org chart
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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
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Written by Elodie Ohanian
Updated yesterday

How to edit a role or a circle?

Different ways to edit a role or a circle
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Written by Millie Poisson
Updated over a week ago

How to delete a role or a circle?

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Written by Millie Poisson
Updated this week

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

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Written by Elodie Ohanian
Updated this week

How to move a role from one circle to another?

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Written by Charles Bayle
Updated yesterday

Adding, editing and deleting Metrics

Guide to managing metrics for roles and circles
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Written by Millie Poisson
Updated over a week ago

Adding, editing, deleting Checklist

Managing role and circle checklists on Holaspirit
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Written by Millie Poisson
Updated over a week ago

How to add or edit a policy?

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Written by Elodie Ohanian
Updated this week

Add or Remove a member without a role from a circle

How to add someone to a circle as a "core member" without assigning him or her to a role
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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
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Written by Charles Bayle
Updated over a week ago

How do I assign or remove someone from a role?

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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
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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
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Written by Millie Poisson
Updated over a week ago

How to hold an election for an elected role?

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Written by Millie Poisson
Updated this week
Working with Meetings

Meetings Overview

Discover how you can work with meetings and improve your productivity
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Written by Millie Poisson
Updated over a week ago

Introducing Tactical Meetings

How tactical meetings are organized in holaspirit
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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
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Written by Elodie Ohanian
Updated this week

How to create Meeting Template?

Create your own meeting templates to save time when creating future meetings - and stick to your team's routine
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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.
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Written by Millie Poisson
Updated over a week ago

How do I capture meeting's outputs in meetings? (secretary)

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Written by Millie Poisson
Updated over a week ago

How do I open or schedule a meeting?

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Written by Millie Poisson
Updated over a week ago

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

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Written by Millie Poisson
Updated over a week ago

How to import proposals in meetings as the meeting Secretary?

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Written by Millie Poisson
Updated this week

Adding an agenda item to an opened meeting

How to add an agenda item during a meeting?
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Written by Elodie Ohanian
Updated this week

How do I close a meeting?

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Written by Millie Poisson
Updated over a week ago

How can I synchronize my circle meetings to my calendar?

How to export holaspirit meetings to your personal calendar
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Written by Millie Poisson
Updated over a week ago
Working with Projects & Actions

Adding due date to Projects and Actions

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Written by Millie Poisson
Updated over a week ago

Duplicating cards

Re-use existing projects, actions, OKRs cards, checklists, and metrics.
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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
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Written by Millie Poisson
Updated over a week ago

Actions Overview

Create, manage and track tasks on Holaspirit
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Written by Millie Poisson
Updated over a week ago

Adding a to-do list to a project

Keep track of subtask with your project
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Written by Millie Poisson
Updated over a week ago

Adding, editing and deleting Actions

Manage tasks on Holaspirit
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Written by Millie Poisson
Updated over a week ago

Adding labels to project cards

Categorize your projects with color and terms
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Written by Millie Poisson
Updated over a week ago

Projects overview

Create, manage and track projects on Holaspirit
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Written by Millie Poisson
Updated over a week ago

Commenting on cards

Engage conversations on Projects, Actions and OKRs cards
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Written by Millie Poisson
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)
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Written by Millie Poisson
Updated over a week ago

Adding, editing and deleting a project

Manage projects on Holaspirit
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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
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Written by Millie Poisson
Updated over a week ago