The 'Sidebar'
  • 20 Nov 2023
  • 5 Minutes to read
  • Contributors

The 'Sidebar'

Article Summary

The Sidebar is a quick and easy way to view and edit your Objectives or its success criteria. Just about anywhere you can find objectives or its success criteria, you can open the Sidebar. While "these sidebars" are more prominent in the workspace, there is also the Planner Sidebar which lists the quick view of the plans in the Alignments page (View the Alignment of your Plans).

The Sidebar will give you access to everything you need to update your Objective’s progress, owner, or Strategic Contribution, custom fields, add a comment, preview of the goal-hub, and also view a feed of recent updates to it. This allows you to get into the details of a goal from anywhere in Cascade, and also stay wherever you have been working! You can click the Pencil icon at the top-right to edit the information in the Sidebar.

Objective Sidebar_New

While the Objective Sidebar has Details, Success Criteria, Updates, Risks (and Relationships in Essentials and Enterprise+ tiers) tabs, the Action and Measure Sidebar has only the Details, Updates, and Risks (also Relationships in Essentials and Enterprise+ tiers) tabs!

What can I do in the Sidebar?

  • View the actual progress
  • View the health and status information of a project or action
  • Add Success Criteria (Projects, Measures, Actions, Contributing Objectives)
  • Make progress updates
  • View contributing elements, strategic contribution and assign weights to determine the progress of objectives
  • Set reminders for goal updates
  • Populate data against custom fields, if a custom field template is applied (See Populate Data against Custom Fields for more information!)
  • Post and view updates to keep the team informed
  • Add and view risks, mitigations
  • Add and view relationships
  • Add and view comments

View progress in Goal Hub:

You can see a preview of the line chart from the goal-hub, however click or click Open goal hub from the three dots against the title to view the progress and other details from the goal hub page. See The Goal Hub for more information.

Add Success Criteria:

Click the three dots to add success criteria to the Objective.

Add Success Criteria

While with the case of Actions or Measures, you can only see options under Actions here, with Projects, you can also add an action from the three-dots menu!

You can also do this from + Add Success Criteria option!

Progress updates with comments:

Hover the mouse over the progress bar to know about the actual and expected progress. To update the progress on an objective, go to the Success Criteria tab and, click into the progress bar of an action or measure. Update the progress as desired, add a quick and concise update, then click Save.

View status information for "actions" and "projects":

This status information is available in the Kanban board as well as in the sidebar only for actions. You'll also see it for the actions nested under projects. Measures and Objectives do not have status information as they're best to be measured by their health!

The status information from the Kanban board is fed into the sidebar of all the actions. When you change the status of an action, it'll automatically reflect in both these places, irrespective of where you do it!

Remember that irrespective of the status that is set manually, you can still update progress of an action manually, or with checklists and milestones, or integrations till the health is "Achieved"! See The 'Kanban' Board article for more information!

Viewing contributing elements:

From the Details tab, expand the Contributes to option to view the Plan, Focus area, and the objectives that contribute to the parent objective. Click on the plan to view it from the Planner page, and on the Focus area to view it from the Focus Area page. In the case of measures, actions, and projects, you'll see the objective and the plan to which they belong to!

Set reminders for goal updates:

You can set up notification cadence in the Update reminder section to prompt the owners of the goals to make progress updates. Click Set schedule and choose a schedule cadence from the list. If the reminder is set, the owners will be notified on the day of the progress updates, and they can click Update from here to post an update from the Updates tab. See Set-up Reminders for Goal Updates for details.

Add and view comments:

You can add comments by clicking into the comment box visible at the bottom of the Sidebar. Type in the desired comment, tag teams or users, then click Comment. You can view the comments posted too!

Overall, the Sidebar gives you a contextual insight into the entities. It gives you a complete picture of the performance and any anticipated deviations! The comments, and updates helps you and your teams to collaborate and align towards the outcome!

(Only for Objectives) Assign weights to success criteria:

The Success criteria tab displays all of the contributing elements of a given objective. While clicking on any of these projects, actions or measures take you to the relevant Sidebar, clicking on + Add tracking or Add collaborators will take you to the relevant areas in the Edit Sidebar view! You can manually slide the progress bar to update progress!

You can add weights to the success criteria to determine the progress calculation of the objective. See Add Weights to define the progress of your objectives article for more information!

Success Criteria of Objective

Post and view updates:

You can view or post updates from the Updates tab. Click Post Update to make an update on an objective/measure/project/action to keep the team informed. You can add text (apply styles, bullets, alignment), attach links or embed videos. When you make a quick update while scooting the progress bar manually on any goals, they'll also appear here! If you had set reminders to post updates, you'll see by when the update is due in this tab!

If there're customized templates created in your workspace for posting goal updates, you can choose to either select those templates to post updates or use the "Default" one. See Create Custom Update Templates for Goals and Teams for details.

Post Update in Sidebar

A snapshot of the objective/measure/project/action is taken when an update is posted, so that you can view them anytime and analyze the progress or updates at a later time. This update will also be posted under the Recent Updates area on the Home page of every user in that workspace!

Add and view risks:

You can add or view risks and it associated mitigations. Click Add New Risk, and add title, description, and so on - see the Add Risks article for details.

You can drag and drop the risks between Open and Closed sections, and also mark mitigations as complete, when done!

Add and view relationships:

You can add or view relationships between initiatives. Click Add relationship, and select a relationship type, add description, and so on - see the Add Relationships article for details. From the three dots against the title, click View alignment to see the Objective alignment map or the drill down view of an objective with its feeding elements and relationships! 

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