How to's

Step-by-step explanations on how to do things in Cascade, including how to set up your Organizational structure, Roles, Users, Goals, Plan, Strategy Model, Templates, Dashboards and Snapshots

Tom Wright avatar Maddy Mirkovic avatar Jane Clinton avatar +5
47 articles in this collection
Written by Tom Wright, Maddy Mirkovic, Jane Clinton and 5 others
Create your Plan

How to Add or Change your Vision Statement

How to add your Vision statement and to make it as compelling as possible.
Nicole Pierce avatar
Written by Nicole Pierce
Updated over a week ago

Adding a Mission Statement

Learn about how Cascade works with mission statements.
Maddy Mirkovic avatar
Written by Maddy Mirkovic
Updated over a week ago

Add Values

How to create your strategic values and add them into Cascade
Tom Wright avatar
Written by Tom Wright
Updated over a week ago

How to Add or Change my Focus Areas

How to create and add your strategic focus areas to your plan
Nicole Pierce avatar
Written by Nicole Pierce
Updated over a week ago

Adding Goals in Cascade

How to add a Goal to your plan, including filling out detailed fields, setting up tracking and choosing aligned parent & children goals
Jane Clinton avatar
Written by Jane Clinton
Updated over a week ago

Why are my Goals in Draft?

This article explains why your goals may be appearing as grey throughout your plan and how to launch them out of draft to track progress.
Nicole Pierce avatar
Written by Nicole Pierce
Updated over a week ago

How to Launch & Communicate your Strategy

How to launch your strategic plan to your team and activate your draft goals.
Nicole Pierce avatar
Written by Nicole Pierce
Updated over a week ago

How do I Archive or Delete a Plan?

This article will explain how to archive or delete a plan within Cascade.
Nicole Pierce avatar
Written by Nicole Pierce
Updated over a week ago

How can I Clone a Whole Plan?

This article will explain how to clone goals in a plan to create a new plan.
Nicole Pierce avatar
Written by Nicole Pierce
Updated over a week ago

Exporting your strategy to PDF

This article will explain the way you can export your Strategic Plan to PDF from your Planner page
Maddy Mirkovic avatar
Written by Maddy Mirkovic
Updated over a week ago

Archiving / Transitioning Your Strategy

This article goes through how to archive your old strategic plan and move to a new one.
Maddy Mirkovic avatar
Written by Maddy Mirkovic
Updated over a week ago
Make Dashboards & Snapshot Reports

The RSS Feed Widget

Integrate RSS feeds into your dashboards using our RSS Feed Widget
Elaine Logashov avatar
Written by Elaine Logashov
Updated over a week ago

How to Share Snapshots

Different options for sharing your snapshots with your team
Celine Lau avatar
Written by Celine Lau
Updated over a week ago

Creating a Dashboard from Scratch

This article explains how to create a dashboard and how to navigate between dashboards in Cascade.
Elaine Logashov avatar
Written by Elaine Logashov
Updated over a week ago

The Focus Area Contribution Widget

Balance your focus across each of your Focus Areas with the Contribution Widget
Elaine Logashov avatar
Written by Elaine Logashov
Updated over a week ago

The Values Widget

Bring your organizational values into dashboards to help them resonate in day-to-day goal management.
Elaine Logashov avatar
Written by Elaine Logashov
Updated over a week ago

Examples of Great Dashboards

Recommended Dashboards for every organization.
Elaine Logashov avatar
Written by Elaine Logashov
Updated over a week ago

The Focus Area Completion Widget

Summarize high-level focus area completion and status on the dashboard with the Focus Area Completion Widget
Elaine Logashov avatar
Written by Elaine Logashov
Updated over a week ago

The Notes Widget

Enter free-text notes or an agenda on your dashboard using the Notes Widget.
Elaine Logashov avatar
Written by Elaine Logashov
Updated over a week ago

The Planner Widget

Pull your entire strategic plan to your dashboard with our Planner Widget.
Elaine Logashov avatar
Written by Elaine Logashov
Updated over a week ago

Exporting PDFs in Cascade

How to download your Snapshots, Dashboards and your Plan as a PDF export file
Tom Wright avatar
Written by Tom Wright
Updated over a week ago

The Table Widget

This article will explain how to use the Table Widget within a dashboard.
Elaine Logashov avatar
Written by Elaine Logashov
Updated over a week ago

The Goals Widget

This article will explain how to use the Goals Widget within a dashboard.
Elaine Logashov avatar
Written by Elaine Logashov
Updated over a week ago

The Heat Map Widget

This article will explain how to use the Heat Map Widget within a dashboard to help visualize the progress.
Elaine Logashov avatar
Written by Elaine Logashov
Updated over a week ago

The Multi-Goals Widget

This article will explain how to use the Multi-Goals Widget within a dashboard.
Elaine Logashov avatar
Written by Elaine Logashov
Updated over a week ago

The Tasks Widget

This article will explain how to use the Tasks Widget within a dashboard.
Elaine Logashov avatar
Written by Elaine Logashov
Updated over a week ago

The Risks Widget

Bring risk management into your Cascade dashboard workflows with our Risks Widget
Elaine Logashov avatar
Written by Elaine Logashov
Updated over a week ago

The Updates Widget

Use the Updates Widget to bring feeds of update or auditing information into your Dashboard
Elaine Logashov avatar
Written by Elaine Logashov
Updated over a week ago