Cascade

Plan admins and how to add them - note that "Plan Admins" are the same thing as "Plan Contributors"

Plan Admins / Contributors

Depending on what Goal Template you're using (Objective, Project, KPI, etc.), you might want that Goal to get progress a specific way.

Learn about the differences between Templates and Custom Fields, and how they ultimately make up your Strategy Model.

The process of how to create Templates within your Strategy Model to customize your Goals with unique names and fields

Learn how to customize fields in Cascade as needed (Admin)

What are Update, Task and Risk Templates and how to use them within your Strategy Model

This article explains how to delete (archive) Templates in Cascade, and the implications of doing that.

Determine who can access the different Templates inside Cascade

How to create and edit the units you use to measure Goal progress.

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