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How to Switch to the Cascade Demo
What is the Strategy Model?
Quickly Build a Plan: Best Practices
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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
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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
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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
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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
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Custom Fields
Custom Field: Number
Custom Field: Text
Custom Field: Rich Text Box
Custom Field: Formulas
Custom Field: Drop Down List
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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
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Tracking
Customize Tracking
What is Expected Progress?
Choosing the Right Tracking Type
What does each Goal status mean?
The Tracking Tab
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Manage goals
How to see Archived Goals
The Sidebar
How to Watch a Goal
The Goal Hub (expanded Sidebar)
Goals
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Tasks & Risks
Risks
Creating, Editing and Deleting Tasks
Viewing tasks
What are Tasks?
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Manage
Adding & Managing Goal Units
How to Transfer or Reassign Goals
GoalDeck
How to Weight Goals and Tasks
Updating Goal Progress (Historical and Current)
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Snapshots
Snapshot - Type (Template)
Reporting on a Specific Project/Goal
Show All Goals at Once with Snapshots
Snapshot Reports
Snapshot - Filters
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Dashboards
Examples of Great Dashboards
Goal Change / Audit Dashboard
Dashboards Overview
Sharing Dashboards
View progress for specific periods
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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
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Export
Why is my PDF export not working?
How to use Browser Print for PDF exports
Excel (CSV) Exports
Exporting PDFs in Cascade
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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)
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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
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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)
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Announcements
Show historic and milestone completion
Allow up to 60 milestones on goals
Improved calculation of date attributes
What's Changed with the Strategy Model?
Character count for written updates
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FAQ
Does Cascade Support Multilingual?
Cascade System Requirements
Understanding Alignment
Billing and Payment Instructions
Understanding Cascade: Plan, Manage & Track
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