You've the plans in place, defined the desired objectives, and broken them down into projects and actions. But to streamline priorities, and seamlessly work on these actions, you might be looking at a single execution view - Here's the "Kanban board" that's going to help you prioritize your work and optimize the effort.
Click the Kanban tab in the top left section of your Home page, you'll see the Kanban board pull up all the actions and projects that you own and collaborate, in a single view. You can move the cards around to define the status of your work on any action.
Remember that the status of an action or project will require a manual change of status (To do, In Progress, On Hold, Done, Won't Do) compared to health (At risk, On track, Behind, Achieved) which is automatically calculated by Cascade
The actions that you can do from here are:
-
Move the cards around to set different status.
-
Scoot the manual slider to update progress and add comments.
-
Cross off checklist and milestone items to make progress.
-
Click on a card to open them from the relevant sidebar.
-
Click on the three dots in the card to edit them from the sidebar or delete them.
Once an action is marked done, it'll disappear from the board after two weeks. However, you can click View on the Kanban board, and select smart filtering. Toggle the button against Show old completed work to list the items that was completed more than two weeks ago.
Changing an action to "To do", "In progress" or "On Hold" is contextual and does not impact any progress or health.
Changing "Done" will impact health and not progress by marking that action as "On Track", overriding any previous health. "Won't Do" will grey out the action, so that its health and progress do not contribute to the parent project.
View status information in the Sidebar:
This status information is available in the Kanban board as well as in the sidebar only for actions and objectives/projects.
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.
FAQs
Are health and status different?
Yes, health is calculated from the expected progress vs the actual progress that you make. See What does each Health mean in Cascade? for details.
Can I filter the cards based on priority?
Not at this point. However, you can click View on the Kanban board, and select smart filtering. Toggle the button against Show future work to list the items that do not start in the next week. This'll help you plan your work better.
Why am I not able to see the projects that I own in this board?
At this point, only the actions that you own and collaborate are pulled up here. Even those actions that're listed under the projects are displayed, but, in future, you'll also be able to see the projects themselves up here.
Can we set status to measures?
No. Measures do not need to be evaluated by their status as its best to measure them by their health.
Why isn't my action that's achieved not moving to done?
This is not automated and you'll have to manually move the card to done. But if you're moving an action that is "At risk" to "done", once that action has made 100% progress, you'll be receive a prompt on it.