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
• Difference between Linked, Contributing and Nested Objectives

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

Plan Health and Progress

• What does each Health mean in Cascade?
• How is Expected Progress Arrived at?
• "Maintain" Measures

Teams

• Team Permissions
• Working with your Teams

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
• Add a Status to an Objective or Action