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3.1 - Custom fields

Previous Section: 3 - Enhancing your plan


Custom Fields are a powerful way to add unique data to your strategic elements in Cascade.

You can use them to add specific data for reporting, track project details, or simply add context that isn't captured by the standard fields - allowing for details that are important to your team or organization. Custom Fields can be set up to accept various data types, including numbers, text, and dropdown options.

If your organization is using Custom Fields, they can be accessed via the Sidebar:

  1. Access the Custom Fields: When you open an element (like an Objective, Project, or Measure), look for the Custom Fields section on the right-hand side.
  2. Populate the Data: Click on a custom field to enter the relevant information. This could be anything from a dollar amount, priority status or label.
  3. Save Your Changes: The data you enter will be saved automatically, ensuring that this unique information is stored with your strategic element. Remember that only the most recent field will be visualized.

    Screenshot 2025-08-25 at 2.42.54 PM

Next Section: 3.2 - Tags