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Platform Settings
Plans and Teams
Create a Plan
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Plan Configuration
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Metrics
Dashboards
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Progress Table
Charts
Report Controls
Legacy Tables (Limited Support)
Integrations
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Analytics and BI Tools
Ticketing Tools
Financial & Accounting Tools
Database Tools
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Collaboration Tools
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Help Center
Plans and Teams
Admin
Customize
Strategy Model
Custom Fields & Templates
Home
Manage
Platform Settings
Platform Settings
Plans and Teams
Create a Plan
Plan Health and Progress
Plan Configuration
Teams
Insights
Metrics
Dashboards
Reports
Report Tables
Progress Table
Charts
Report Controls
Legacy Tables (Limited Support)
Integrations
Spreadsheets
CRM Tools
Project Management Tools
Analytics and BI Tools
Ticketing Tools
Financial & Accounting Tools
Database Tools
HRMS Tools
Collaboration Tools
Others
SSO
Best Practice
Plans and Teams
Everything you need to know to create your strategic plan, and its components in Cascade!
Plan Permissions
The Goal Hub
The 'Sidebar'
The 'Timeline' View
Manage Plans and Teams
Decoding Different Terminologies of Objectives
Create a Plan
Create Your Plan
Add Descriptions to your Plan
Add Focus Areas to your Plan
Add Objectives to the Focus Areas
Add Nested Objectives to your Objectives
Add Contributing Objectives to your Objectives
Add Actions to your Objectives
Add Measures to your Objectives
Add Risks
Add Relationships
Set-up Reminders for Goal Updates
Apply Templates with Custom Fields to Plans
How to Convert Goals?
Move an Objective
Move a Measure, Project or Action
Delete an Objective
How to Reorder within a Plan?
Add Weights to define the Progress of your Objectives
Apply Time Horizons to Goals
Post Updates, Comments, and Collaborate
See more
Plan Health and Progress
What does each Health mean in Cascade?
How is Expected Progress Arrived at?
"Maintain" Measures
Plan Configuration
Date Filters in Plans
How do I use the Planner?
Import from Cascade's Template Library
Import Your Plan
Bulk Importer - Users and Plans
Populate Data against Custom Fields
See more
Teams
Team Permissions
Working with your Teams
