Creating global checklists and metrics

Global checklists and global metrics are non-required features by the Constitution of Holacracy.Their purpose is to facilitate the Holacracy implementation in your organization. 

Admins can create global checklists and global metrics for all circles and assign them to all circle members or the Lead Link or one of the three elected roles. A global checklist or global metric is automatically created each time you create a circle.



Creating, editing, deleting a global checklist/metric

  • Click on your profile in the top navigation bar
  • Click on Admin then Advanced settings at the bottom of the page
  • In the Global metrics and checklists page, click on Add a checklist/metric
  • Fill in the required fields (Title, Frequency) and the other optional fields
  • Select a Role
  • Click on Save

To modify a global checklist/metric, click on the card, change the information and save.

Click on delete to delete a global checklist/metric. The global checklist/metric won't be any more visible in all circles.

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