MANAGE - Personal, Team, and Organizational Goal Management

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

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30 articles in this collection
Written by Tom Wright, Nick Cuddigan, Jane Clinton and 5 others

Manage My Work

The My Goals page

Learn how to manage your workload (Goals) using the My Goals page.

Written by Brandon Bett
Updated over a week ago

Adding Updates to Your Goals

This article explains the basics of how to enter narrative progress updates on your goals in Cascade.

Written by Brandon Bett
Updated over a week ago

Updating Goal Progress (Historical and Current)

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

Written by Spencer Kleweno
Updated over a week ago

Attaching Files to Goals

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

Written by Brandon Bett
Updated over a week ago

How to Transfer or Reassign Goals

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

Written by Nick Cuddigan
Updated over a week ago

How to Weight Goals and Tasks

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

Written by Brandon Bett
Updated over a week ago

Adding & Managing Goal Units

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

Written by Dan Knights
Updated over a week ago

Manage My Team

The My Team page

Learn how to manage your team members in Cascade, using the My Team page as a starting point.

Written by Nick Cuddigan
Updated over a week ago

Private Goals

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

Written by Brandon Bett
Updated over a week ago

Track Cascade Logins and Manage Engagement

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

Written by Jane Clinton
Updated over a week ago

Sending Reminder Emails in Cascade

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

Written by Spencer Kleweno
Updated over a week ago

How to Search for Goals or Team Members

Learn how to use Cascade's Search functionality.

Written by Tom Wright
Updated over a week ago

Bulk Edits for Goals (Admins)

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

Written by Brandon Bett
Updated over a week ago

[Deprecated Feature]: Approve Goals from the Goal Hub

Managers can review goal completion from within the goal hub

Written by Nicole Wang
Updated over a week ago

Tracking Setup

What is Expected Progress?

What expected progress points mean when tracking your goal

Written by Kate Eager
Updated over a week ago

Customize Tracking

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

Written by Brandon Bett
Updated over a week ago

Choosing the Right Tracking Type

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

Written by Brandon Bett
Updated over a week ago

Where does "% complete" come from?

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

Written by Brandon Bett
Updated over a week ago

What does each Goal status mean?

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

Written by Spencer Kleweno
Updated over a week ago

The Tracking Tab

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

Written by Brandon Bett
Updated over a week ago

"Why do I keep showing up as Behind?"

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

Written by Brandon Bett
Updated over a week ago

Auto Calculate Target

This article explain the auto calculate option

Written by Jane Clinton
Updated over a week ago

Tasks and Risks

Creating, Editing and Deleting Tasks

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

Written by Jane Clinton
Updated over a week ago

Viewing tasks

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

Written by Jane Clinton
Updated over a week ago

Risks

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

Written by Jane Clinton
Updated over a week ago

Copying, Archiving, and Deleting Goals

How to Copy or Clone a Goal

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

Written by Nick Cuddigan
Updated over a week ago

How to Archive Goals

How to archive goals within Cascade

Written by Nick Cuddigan
Updated over a week ago

How to see Archived Goals

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

Written by Kate Eager
Updated over a week ago

How to Unarchive a Goal

How to unarchive goals within Cascade.

Written by Nick Cuddigan
Updated over a week ago

How to Delete Goals

How to delete an archived or draft goal within Cascade.

Written by Nick Cuddigan
Updated over a week ago