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Using Holaspirit
Using Holaspirit

Learn how to use the different apps and features of Holaspirit

Accessibility on Holaspirit
Working with new Projects App

How to duplicate a task?Learn how to copy and transfer a task or a project to another board
New Projects App OverviewDiscover the Projects App, its features and possibilities
How to add, edit, archive and delete tasks?Learn how to create, modify and remove a project, task and subtask
How to add, edit and delete a task due date?Learn how to add, modify and remove a task and project due date or deadline
How to add a progress bar to your task?Learn how to add a personalised progress bar to a task or a project
How to duplicate a project board?Learn how to copy or duplicate a board
How to manage columns in your Kanban project board?Learn how to rename, order, and delete your columns, sort its tasks and change column colour
Administrate project boards as an AdminLearn how to manage board and board template settings
How to add an extra project board to your circle?Learn how to create an extra project or task board for your circle and pin it to favourites
Kanban, Hierarchy, List: task board viewsDiscover task board views: kanban, hierarchy, list, and their possibilities: filtering and hiding your projects and tasks
How to collaborate on tasks?Learn how to mention members and roles on your tasks and projects
How to add subtasks to a task?Learn how to create subtasks in your tasks and projects
How to move task to another board?Learn how to change board of your tasks and projects
What changes with the new Projects App?Learn how the new Projects App impacts the functioning of actions, projects, and meetings
How to make your tasks private?
What is open collaboration about?
Administrate your project board as a Member
What is Open Collaboration on Projects?Learn how to work with multiple circles, roles within one project board
How to manage assignations within open collaboration?Learn how to manage assignations of multiple circles, roles, and members
Working with Governance

How to mention members on Holaspirit?
Understanding HighlightsLearn about role and circle highlights
Assign Roles 🎬In this video, you'll learn how to assign Roles
What are Inactive members?Learn about inactive members and how to change inactive to an active member
Governance OverviewLearn more about governance
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.
How to add a role or a circle?Learn how to add a role or a circle
Manage Highlights as an AdminLearn how to apply Highlights to your chart
How to edit a role or a circle?Discover different ways to edit a role or a circle
How to delete a role or a circle?Learn how to remove a role or a circle
How to move a role or circle from one circle to another?Learn how to move a role to another circle
How to transform a role into a circle (and back)?Learn how to transform a role into a circle and reduce a circle into a role
How to add or remove a member without a role from a circle?Learn how to add or remove a member without a role from a circle
How do I apply or resign from a role?Learn how to apply for a role and resign from a role
How to hold an election for an elected role?Learn how to elect a role through an election
How to duplicate a circle?Learn how to copy and duplicate a circle
Understanding DomainsLearn more about domain and policy
Transversal roles OverviewLearn more about transversal roles
How to add or edit a policy?Learn more about policy and domain
Building relationships between rolesLearn about relations between roles in your org chart
How to add, edit or delete a Transversal RoleLearn more about transversal roles
Improving transversality competences with Transversal rolesWhat is a Transversal role and how you can use it
How to add, edit and delete Metrics?Learn more about metric
How to add, edit and delete Checklists?Learn about managing role and circle checklists on Holaspirit
How to restructure a circle in governance meetings?Learn how to restructure a circle in governance meeting
How to assign or remove a member from a role?Learn about role assignation, removal and scope
Export my organization's data as a User
August 2021 Product UpdatesNew charts types, filters, heat maps
How to manage chart custom views?
How to use the chart search?
How to enable AI Assistant for your organisation?Discover how to activate AI features to create and edit circle and role content in your organisation
How to create and edit a circle or role with AI Assistant?
How to create a proposal with AI Assistant?Discover how to create a proposal for adding or editing roles and circles
How OpenAI works on Holaspirit?Learn how OpenAI works with Holaspirit features
Working with Meetings

Run meetings (Secretary) 🎬In this video, we'll see how to go through the meetings steps, create the agenda and capture meeting notes.
Meetings OverviewDiscover how you can work with meetings and improve your productivity
Introducing Tactical MeetingsLearn how tactical meetings are organized in Holaspirit
Introducing Governance MeetingsLearn how governance meetings are organized in Holaspirit
How to use Bring to meeting?Add your tensions and proposals to your circle meetings!
Adding agenda items to scheduled meetingsLearn how to add a tension or proposal to a meeting agenda
How to create a Meeting Template?Learn about meeting template or model
Meeting templates best practices - example usesDiscover example meeting templates
How to open, schedule, edit or delete a meeting?Learn how to plan, start, modify and remove a meeting and its recurrence
How to change the Secretary during a meeting?Learn how to choose a new meeting secretary
How to import proposals in meetings as the meeting Secretary?Learn how to add proposals to a meeting as a secretary
Adding an agenda item to an opened meetingHow to add an agenda item during a meeting?
How to close a meeting?Learn how to end a meeting
How can I synchronize my circles meetings to my external calendar?Learn how to export Holaspirit meetings to your Outlook, Google, and other calendars
What's new with Meetings? 🚀Explore new features in the Meetings app
How to manage missed meetings and their agenda items ?Learn how to find missed meetings, reschedule them and transfer their tensions to another meetings
How to transfer unprocessed agenda items to another meeting?Learn what happens with agenda items (tensions, proposals) that were not processed during a meeting and how to move them to the next meeting