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Using Holaspirit
Learn how to use the different apps and features of Holaspirit
How to configure my notification settings?Learn how to get email notifications
How to switch between organizations?Learn how to change organization
How to login?Learn how to login with email and password, Google and SAML
How do I change my email address?Learn how to change your email
Can I be a member of several organizations?Learn how to access several organizations with the same email address
How do I edit my account information?Learn how to edit your name, contact information and more
How do I change my password?Learn how to change password and reset forgotten password
How do I choose my platform language?Learn how to change language and translate your platform's content
How can I create my account?Learn how to create a new account
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
Who are Circle Admins?Learn more about Circle Administrators
Personalizing your circle's settingsLearn about your circle decision settings, privacy and integrations
How to find the email of people in my organization?Learn how to copy and import emails of members of your organization
How do I set my circle private?Learn how to define the privacy scope for your circle's publications and operations
How to mention roles on Holaspirit?Learn how to mention a role to create relations between roles
Publications OverviewLearn more about Publications
How to add and publish a publication?Learn how to create and publish a publication
How to edit or delete a publication?Learn how to modify and remove a publication
Publications' collaborative editionLearn more about collaborative edition of Publications app
Publications version historyLearn about Publications version history
How to use Publications' editor tool?Learn about Publications' editor tool
Apply consent decision-making to publicationsLearn how to apply consent decision-making to publications
Manage Publications typesLearn more about publication types and how to apply consent on publications without type
Adding attachments to roles and circlesLearn how to attach files directly from your computer, any file picker, or any link
Publications & ProcessesLearn how to process documentation with Publications
Proposals OverviewLearn about proposals, consent decision-making and governance meetings
Create a Proposal 🎬In this video, you'll learn how to draft and submit a governance proposal
How to create a proposal?Learn how to create, submit and track a proposal in a meeting or asynchronously
How to add a proposal from the Proposals app?Learn how to add or create a proposal
How to submit and track a proposal?Learn how to create, submit and track proposals in or outside a meeting (asynchronously)
How to vote on a proposal?Learn how to reply and vote to a proposal inside or outside meeting (asynchronously)
How to remove or delete a proposal?Learn how to delete or remove a proposal
Projects OverviewLearn how to create, manage and track projects
Actions OverviewLearn how to create, manage and track tasks and actions
How to customize your Project Board?Learn how to personalise, modify, edit your project board
How to add due dates to projects and actionsLearn how to add due date, deadline to projects and actions
Duplicating cardsLearn how to copy operation cards
Adding attachments to operation cardsLearn how to upload attachments to Projects, Actions, OKRs, Checklists and Metrics cards
How to add a todo list to a projectLearn how to create subtasks in a todo list
How to add, edit and delete ActionsLearn how to create, modify and remove an action
Adding labels to project cardsLearn how to categorize your projects
Commenting on cardsLearn how to add a comment to a project, action, OKR, proposal, publication, checklist and metric
How to add, edit and delete a project?Learn how to create, modify and remove a project
Archiving and deleting a cardLearn how to archive OKRs, Projects and how to delete operations cards (Actions, Metrics, Checklist, OKRs and Projects)
Adding members or role to cardsLearn how to assign members or roles to Projects, Actions, OKRs, Checklists and Metrics
The different OKR viewsLearn about OKR views : Timeline, Hierarchy, List and Archived OKRs view
OKRs OverviewLearn more about OKRs
OKRs : Assign Members to Key ResultsLearn how to assign or add a member to a Key Result
Visualize the OKR HierarchyLearn how to see aligned OKRs with hierarchy view
OKRs: Weighted ObjectiveLearn more about Weighted Objectives feature and Key Results
Create company OKRsLearn about company OKRs
How to add, edit or delete an OKRLearn how to create, modify and remove an OKR
Manage OKR Timeframes for my organizationLearn about OKR timeframe and frequency
Introducing OKR TimeframesLearn about OKR timeframe, frequency and period
OKR User Club: How to implement OKRs in HolaspiritDiscover common practices to start with OKRs
Inbox & Tensions OverviewLearn about Inbox, tensions, notes, sparks and drivers
Create a Tension/Note 🎬In this video, you'll learn how to create a tension in your inbox
How to add, edit and delete a Tension?Learn how to create, modify and remove a tension
Navigating InboxLearn about different Inbox views: My Tensions and Tensions History
Processing a Tension from Inbox
Set up your organization's InboxLearn how to change tension wording to note, spark, driver
Meetings OverviewDiscover how you can work with meetings and improve your productivity
Run meetings (Secretary) 🎬In this video, we'll see how to go through the meetings steps, create the agenda and capture meeting notes.
Introducing Tactical MeetingsLearn how tactical meetings are organized in Holaspirit
Introducing Governance MeetingsLearn how governance meetings are organized in Holaspirit
Adding agenda items to scheduled meetingsLearn how to add a tension or proposal to a meeting agenda
How to use Bring to meeting?Add your tensions and proposals to your circle meetings!
How to create a Meeting Template?Learn about meeting template or model
Meeting templates best practices - example usesDiscover example meeting templates
How do I open or schedule a meeting?Learn how to start and plan a meeting
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 circle meetings to my calendar?Learn how to export Holaspirit meetings to your personal calendar