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Using Holaspirit

Using Holaspirit

Learn how Holaspirit works, from navigation to project management, and more.
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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?
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Working with Governance
Assign Roles
What are Inactive members?
Governance Overview
Add a Role or a Circle
How to edit a role or a circle?
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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?
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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?
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Working with Meetings
Run meetings (secretary)
Meetings Overview
Introducing Tactical Meetings
Introducing Governance Meetings
Adding agenda items to scheduled meetings
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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
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Working with Inbox
Inbox & Tensions Overview
Create a Tension
Navigating Inbox
How to add, edit and delete a Tension?
Processing a Tension from Inbox
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Working with OKRs
OKRs Overview
OKRs : Assign Members to Key Results
OKRs: Weighted Objective
Visualize the OKR Hierarchy
Create Company OKRs
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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
Holacracy + Holaspirit
What changes come with Holacracy 5.0?
Holaspirit API documentation
How do I get information about technical incident?
Email Technical Requirements
I found a bug! What should I do?
How to format your text in Holaspirit
Introducing: Experimental features
Share your feedback on new features
How to contact the online Support team?
Experimental features Lab
Need help?
How to contact a platform Admin?
How to use the Search on Holaspirit?
New: Custom OKRs timeframes and tension's naming
December 2021 Product Updates
Coming soon: Announcing a faster Search and Holacracy App 2.0
Release notes, latest evolutions
FAQ Premium Subscription Plans
How does Holaspirit's Enterprise plan work?
How does Holaspirit's Scale plan work?
How does Holaspirit's Rise plan work?
How does Holaspirit's Start plan work?
How does Holaspirit's Freemium plan work?
How do Holaspirit plans work?
Can I use Holaspirit for free?
How to trial Holaspirit?
How to upgrade my plan?
How to add new licences?
Supported Payment Methods
FAQ Subscription & Billing
How to switch from Premium to a new Holaspirit plan?
How to introduce Holaspirit to your team (+ email template)
Strategies to onboard your team
Holacracy add-on Overview
Onboarding program for Holacracy Practitioners
Review the automatic translation as a translator in my organization
Translation Add-on Overview
Activate the Time Spent in my Roles add-on
Time Spent in Roles add-on Overview
How do I set up notifications posted to Microsoft Teams?
How to set up Microsoft Teams integration for your circle?
Microsoft Teams Integration
How do I use the Slack @-mentions for roles?
How to send a proposal into Slack?
How do I set up notifications posted to Slack?
How to set up Slack integration for your circle?
Slack Integration
How to set up outgoing Webhooks?
Holaspirit integrations
How to activate Talkspirit integration?
Omnifocus and Todoist integration
Integrating with Jira
How to configure Google Authentication?
How to configure SAML Authentication?
How to prevent users from uploading files from their computer?
Disable email notifications for your organization
How do I add new members to my organization?
Export my organization's data as an Admin
How to edit, suspend, restore or delete a member from my organization?
Automated user provisioning and de-provisioning (SCIM 2.0)
Manage users
Manage email invitations for new members
How to change the name of my organization?
How to change the owner of my organization?
How to delete my organization?
Managing custom fields for members, roles and circles
How to set up consent decision-making for my organization?
How to make my Holaspirit organization public?
How to create a new organization
What are Decision settings?
How to configure circle settings for my organization?
Managing Assigned and Elected roles
Statistics on Holaspirit
How to customize my organization's workspace?
Role Templates Overview
Enable and disable Holaspirit apps for your organization
Managing Chart settings
Circle dashboard
Managing Main roles
Set up Circle Settings
Governance Overview
How can I synchronize my circle meetings to my calendar?
How to close a meeting?
Adding an agenda item to an opened meeting
How to import proposals in meetings as the meeting Secretary?
How to change the Secretary during a meeting?
How do I open or schedule a meeting?
Meeting templates best practices - Example uses 📝
How to create a Meeting Template?
How to use Bring to meeting?
Adding agenda items to scheduled meetings
Introducing Governance Meetings
Introducing Tactical Meetings
Meetings Overview
Run meetings (secretary)
Set up your organization's Inbox
Processing a Tension from Inbox
How to add, edit and delete a Tension?
Navigating Inbox

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