Plans and Teams
Everything you need to know to create your strategic plan, and its components in Cascade!
Plan Configuration
Plan Health and Progress
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