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Using Holaspirit
Using Holaspirit
Learn how Holaspirit works, from navigation to project management, and more.
Account & Profile
How to configure my notification settings?
How do I log in?
How do I change my email address?
Can I be a member of several organizations?
How do I edit my account information?
How do I change my password?
How do I choose my platform language?
How can I create my account?
How to switch between organizations?
Working with Governance
Assign Roles
What are Inactive members?
Add a Role or a Circle
How to add 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 do I apply or resign from a role?
How to hold an election for an elected role?
How to duplicate a circle?
Understanding Domains
Transversal Roles Overview
How to add or edit a policy?
Building relationships between roles
How to add, edit or delete a Transversal Role
Improving competences transversality with Transversal roles
How to add, edit and delete Metrics?
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?
Governance Overview
Working in a Circle
Who are Circle Admins?
Personalizing your circle's settings
How to find the email of people in my organization?
How do I set my circle private?
How to mention roles on Holaspirit?
Working with Proposals
Proposals Overview
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 vote on a proposal?
How to remove or delete a proposal?
Working with Meetings
Run meetings (secretary)
Meetings Overview
Introducing Tactical Meetings
Introducing Governance Meetings
Adding agenda items to scheduled meetings
How to use Bring to meeting?
How to create a Meeting Template?
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?
Adding an agenda item to an opened meeting
How to close a meeting?
How can I synchronize my circle meetings to my calendar?
Working with Projects & Actions
Projects Overview
Actions Overview
How to customize your Project Board?
How to add due dates to projects and actions
Duplicating cards
Adding attachments to operation cards
How to add a Todo list to a project
How to add, edit and delete Actions
Adding labels to project cards
Commenting on cards
How to add, edit and delete a project?
Archiving and deleting a card
Adding members or role to cards
Working with Inbox
Inbox & Tensions Overview
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 OKRs
OKRs Overview
OKRs : Assign Members to Key Results
OKRs: Weighted Objective
Visualize the OKR Hierarchy
Create Company OKRs
How do I create, edit and delete an OKR
Manage OKR Timeframes for my organization
Introducing OKR Timeframes
OKR User Club: How to implement OKRs in Holaspirit
Working with Publications
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
Adding attachments to roles and circles
Publications & Processes
