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Core Concepts
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