Core Concepts

Explanations of key terminology and concepts used in Cascade to help you understand the software

14 articles in this collection
Written by Tom Wright and Deanne Glasford

Getting Started

Quickly Build a Plan: Best Practices

We've worked with thousands of plans from across the globe, and we managed to pack all of our best practices into this quick article. Enjoy!

Written by Deanne Glasford
Updated over a week ago

How to Switch to the Cascade Demo

Want to see what Cascade can do? Explore an example account showing you a Cascade that's fully populated with real data looks like

Written by Tom Wright
Updated over a week ago

What is the Strategy Model?

Learn what the Strategy Model tool does by giving you the power of Templates and Custom Fields.

Written by Tom Wright
Updated over a week ago

PLAN

The Strategy Planner

Learn about Cascade's Strategy Planner and how to use it.

Written by Tom Wright
Updated over a week ago

Start Creating Your Plan

Step-by-step guide to the basics of creating and launching your plan

Written by Deanne Glasford
Updated over a week ago

Goals

This article will explain how Goals are used in Cascade.

Written by Tom Wright
Updated over a week ago

Understanding Alignment

Learn about Cascade's alignment features to maximize the impact of your goal management and connect goals across multiple plans

Written by Deanne Glasford
Updated over a week ago

MANAGE

The Sidebar

How to use the Sidebar to update and edit your Goals

Written by Deanne Glasford
Updated over a week ago

The Goal Hub (expanded Sidebar)

This article details how the Goal Hub builds on what our Sidebar does to make Goal Management a breeze in Cascade.

Written by Deanne Glasford
Updated over a week ago

What are Tasks?

This article describes what Tasks are and how they are used in Cascade.

Written by Tom Wright
Updated over a week ago

TRACK

Dashboards Overview

This article explains the basics behind using Dashboards in Cascade, including creating one from scratch, sharing, and cloning them.

Written by Tom Wright
Updated over a week ago

Snapshot Reports

Learn the basics of running reports using our Snapshots, the go-to option for progress reporting.

Written by Deanne Glasford
Updated over a week ago

ADMIN

Org Structure

This article explains Cascade's Organizational Structure, and how to set it up step-by-step.

Written by Tom Wright
Updated over a week ago

Permissions

This article describes each of the Permission settings in Cascade, and what access they grant.

Written by Tom Wright
Updated over a week ago