Best Practices

The basics to WHAT, WHY, WHERE, and HOW for native connections in Cascade! Once you have a plan and team in Cascade, you can start tracking the progress of your strategic execution! The most powerful way to do this is through integrations. Integ...

Creating a Plan When you first create your new workspace, you'll land on your home page. You'll see areas for Plans, your Work, any notifications, and a list of your favorites. To create a new plan, you can choose the 'Add new plan' icon right at ...

Managing teams Once your teammates have been invited to the workspace, you can organize them into teams. Teams can be assigned to plans, and they'll get their own team page that can hold their mission, vision, values and any updates they share. ...

You now have an awesome plan, team members, and some strategic progress being pulled in via integrations. Next up, it's time to bring all that together to create your first report ! Think of reports as the missing piece that will bridge the gap be...

What are the key value adds for reports and dashboards? Reports and dashboards create a contextualized narrative that displays relevant data and information at the right time. While there are some similarities between reports and dashboards, they ...