Cascade

Matthew Wright

Deanne Glasford

Nick Cuddigan

Everything you need to know about Goals in Cascade, including creating your goals, managing your progress, and adding tasks and risks.

MANAGE - Personal, Team, and Organizational Goal Management

Take your day-to-day work and alignment to the next level using our beautiful GoalDeck!

GoalDeck

This article explains how and where you can enter comments on your goals in Cascade.

Adding Updates to Your Goals

This article explains how to enter progress on a Goal to change its status, as well as enter old data points for the past.

Updating Goal Progress (Historical and Current)

This article explains how to upload files in Cascade, and where you can view them once uploaded.

Attaching Files to Goals

This article will explain the process for reassigning a single goal to another user, and how to reassign multiple goals to another user.

How to Transfer or Reassign Goals

This article explains how to use the Strategy Model to leverage weighted progress calculation for Goals and Tasks in Cascade.

How to Weight Goals and Tasks

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

Adding & Managing Goal Units

Manage My Work

Basic tips for rallying your team around your phenomenal strategy execution platform: Cascade!

Getting Buy-in: Effective Sponsors

Basic principles to help you understand the different levels of adoption to expect when introducing Cascade

Diffusion of Innovations: Change Management Overview

Learn how to manage your team members in Cascade, using the My Team section of GoalDeck.

The My Team page

This article explains how to make goals private in Cascade, and the implications of doing so.

Private Goals

Learn how to track and improve engagement with Cascade using the Engagement Report as a starting point.

Track Cascade Logins and Manage Engagement

This article will explain how to send reminder emails from Cascade to help keep your team engaged with their work.

Sending Reminder Emails in Cascade

Learn how to use Cascade's Search functionality.

How to Search for Goals or Team Members

This article explains how the Bulk Edits activity can be used to edit specific things about goals in bulk.

Bulk Edits for Goals (Admins)

Managers can review goal completion from within the goal hub

[Deprecated Feature]: Approve Goals from the Goal Hub

Tom Wright

Manage My Team

What expected progress points mean when tracking your goal

What is Expected Progress?

This article explains the options available in the Customize Tracking section when building a new Goal.

Customize Tracking

This article goes through the different types of tracking in Cascade and how Goals get their progress.

Choosing the Right Tracking Type

This article walks through the math behind where the % complete for goals comes from.

Where does "% complete" come from?

This article gives a description of each of the Goal statuses in Cascade, and how to understand where they come from.

What does each Goal status mean?

This article explains the Tracking Tab and how to understand where your status is coming from.

The Tracking Tab

Learn how to effectively manage your tracking status to keep your goals on track and looking good in Cascade.

"Why do I keep showing up as Behind?"

This article explain the auto calculate option

Auto Calculate Target

Tracking Setup

This article walks through how to create a Task in Cascade.

Creating, Editing and Deleting Tasks

This article walks through all the different places in the system where you can view Tasks.

Viewing tasks

This article explains Risks in Cascade and how they can be used.

Risks

Tasks and Risks

This article walks through how to clone a Goal in Cascade.

How to Copy or Clone a Goal

How to Archive Goals

How to set-up and generate a Snapshot to see all your Archived Goals, and how to unarchive them.