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Customize the look of Cascade
- How to add your Branding (Logo & Colors)
- How to add your Branding
- How to Change my Organization's Name
- Change Terminology in Cascade
- How to Change Colors on my Plan
Creating a plan
- How to Add or Change your Vision Statement
- Exporting your Strategy to PDF
- Adding Goals in Cascade
- Start Creating Your Plan
- How to Launch & Communicate your Strategy
Plan settings
- Understanding Templates and Custom Fields in Cascade
- Goal Templates: Best Practices
- Task, Risk, & Update Templates
- Template Access Control
- How to add Units of Measure for my Goals
Manage plans
- Archiving / Transitioning Your Strategy
- How to view your Plan(s) in different ways
- How do I analyze my plan?
- The Cascade Map
- The Strategy Planner
Custom Fields
- Custom Field: Number
- Custom Field: Text
- Custom Field: Rich Text Box
- Custom Field: Formulas
- Custom Field: Drop Down List
Manage my team
- Track Cascade Logins and Manage Engagement
- Private Goals
- Sending Reminder Emails in Cascade
- Org Structure
- How to Search for Goals or Team Members
Tracking
- Customize Tracking
- What is Expected Progress?
- Choosing the Right Tracking Type
- What does each Goal status mean?
- The Tracking Tab
Manage
- Adding & Managing Goal Units
- How to Transfer or Reassign Goals
- GoalDeck
- How to Weight Goals and Tasks
- Updating Goal Progress (Historical and Current)
Snapshots
- Snapshot - Type (Template)
- Reporting on a Specific Project/Goal
- Show All Goals at Once with Snapshots
- Snapshot Reports
- Snapshot - Filters
Dashboards
- Examples of Great Dashboards
- Goal Change / Audit Dashboard
- Dashboards Overview
- Sharing Dashboards
- View progress for specific periods
Integrations
- What apps do we integrate with?
- Cascade Progress Update Integration
- Integrate Outlook with Cascade
- Advanced: Integrate Microsoft Excel with Cascade using Zapier
- Integrate Salesforce with Cascade
Export
- Why is my PDF export not working?
- How to use Browser Print for PDF exports
- Excel (CSV) Exports
- Exporting PDFs in Cascade
SSO
- Single Sign-On (SSO) - Google GSuite
- Setting up Single Sign-On (SSO) - Azure
- Setting up Single Sign-On (SSO) - Okta
- Troubleshooting Single Sign-On (SSO) Problems
- Setting up Single Sign-On (SSO)
Admin
- Trouble Logging Into Cascade?
- How to Change your Password & Username
- How to Add Organizational Units
- How to send a Welcome email (or password reset) to your team members
- Disabling a User
Project & people management
- How to fill out Career & Development Plan (Limited Support)
- Surveys
- Talent Management (Limited Support)
- Competency Database (Limited Support)
- Analyzing Performance Results (Limited Support)