⚡️Automate progress updates with Salesforce!
You can now connect your Salesforce account to Cascade! This new integration allows you to automate progress updates on your Goals using Summary Fields from any of your Salesforce Reports. Check out our knowledge base article for more details!
All you have to do is:
1. Go to a goal you want to update automatically via Salesforce
2. Edit the Tracking Type and select Salesforce
3. Use an existing connection or add a new connection (following the prompts)
4. Choose your Report, then the Summary Field that will update your progress
And Voilà! Your goal progress will be updated every hour with the latest changes happening in Salesforce ☁️
Configure sharing settings for your plans 🔒
Note: this feature is currently available for preview partners only. Please get in touch with us if you are interested in trying it out.
Cascade exists for the purpose of making your strategy more visible to everyone. Despite being transparent by default, we understand that some plans may need to be shared with only a group of people for a variety of reasons. We've enabled configure sharing settings on an individual plan level so that you can have full control over the visibility of your confidential information!
You can now set a plan to private and share it only with a group of users by adding a new plan. You can also update the sharing settings of your existing plans anytime from the 'Plan Settings' option located from the three dots icon on the planner. To learn more about how it works, please check out our knowledge base article here!
Never miss a goal due date again with the new Calendar Integration!
You can now keep track of goal due dates using the new Calendar Integration with either Outlook, Google or Apple calendars. You will be able to choose which Plans and what Goals you want to see displayed in your calendar, and set up multiple calendar syncs.
Set up:
1. Look for the "..." icon on the top right corner of the Workboard and select Sync calendar to set up your first sync.
2. Select a Plan or All Plans, the Goals you want to sync and then Generate.
3. Copy the generated URL to your clipboard and select your calendar icon or open your calendar. Outlook: Select Add Calendar and then Subscribe from web Google: Select the + icon on Other calendars and then From URL Apple: In the Desktop app, select File then New Calendar subscription...
4. Repeat with as many Plans as you like.
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📈 Unlock powerful insights with the new Charts widget
We’ve listened to your feedback and made improvements to our data visualisation capabilities. You will now be able to create beautiful dashboards that will help you gain insights into your Cascade data and take action, faster.
New Charts widget 📊Stay on top of your strategy execution by gaining powerful insights at a glance. Visualise the progress of your KPIs, identify areas of your strategy that need attention and understand your team's capacity with just a few clicks.
New charts available include: Bar, Pie and Line charts.
Also included in this release:
Decommissioned widgets ♻️ we’ve removed a few widgets to make room for new ones. Widgets removed are: Planner, Risks, RSS Feed and Values.
September Updates
1 September
🐞Bugs fixed
- If you've had issues opening the bulk upload template in Excel, this is now fixed.
- You can now assign goals to disabled users using the goal bulk uploader.
- The instance look-up functionality on our website was not sending emails. It should work now.
- Snapshots percentage completion summary should no longer include archived or draft goals.
- Fixed the issue where the Snapshots sort by options were not visible on smaller screens.
16 September
🐞Bugs fixed
- We've fixed the issue where sometimes when you drag and drop goals from the planner to change its alignment, the alignment change might get reverted.
- Goals created from the bulk importer will now have the tracking type selected based on the template settings if there is no tracking type defined.
- Disabled risk or task template buttons will no longer show up in the goal hub.
24 September
🐞Bugs fixed
- Custom fields are now displayed as options when creating charts
- Removed unnecessary whitespace from the Updates and Single Goal widgets
- Fixed an issue with renaming widgets from Dashboards
- Updating initial goal values now updates its milestones
- You can now open the goal sidebar by clicking on the line on the Single Goal widget
- Risk and template buttons on the Single Goal widget now open the expanded goal hub
August Updates
2 August
🐞Bugs fixed
- Snapshots now show the correct font colour, making it easier to read your plan's progress 📸
- The Goal or Focus Area selector in Widgets configuration panel will now display your options on the same line ⚙️
3 August
🐞Bugs fixed
- Your Workboard will now still load even after someone on your Team's role is deleted.
- Workboard's were also showing everyone's goals from your entire organization when the 'My Team' selection filter was cleared. It will now clear who you have selected and go back to showing all the goals for everyone listed in your team.
- 'My Team' on Workboard can now be saved with no one selected. This allows you to show all the goals in your account because nobody should work alone on their strategy! 👯
- Opening the Goal Sidebar from a full-page Goal Hub view will now display correctly.
- Goal titles in languages reading from right to left will now display correctly on the Planner when the goal has a set target metric.
- We've made the search less jumpy, so you can look up what you need to with more ease 👀
- There was also an update that has fixed a few email issues allowing for reminder and summary digest emails to now sending correctly 📧
6 August
🐞Bugs fixed
- Fixed the overlapping issue caused by the 'optional' tag on custom fields.
13 August
🐞Bugs fixed
- Snapshots can now include the Historic Completion column 🕦
- Updates, tasks and risks can now be saved after adding a file attachment 📎
17 August
🐞Bugs fixed
Fixed the issues with CSV download in Snapshots and Bulk uploader template
We now accept user emails with apostrophe’s in them
Fixed the column overlapping Issue on risks attributes in Snapshots
19 August
🐞Bugs fixed
- Fixed the issue where the Snapshots PDF export sometimes includes status colors even though it's not configured in the report.
- If you have unappointed task owner in your Snapshots, it won't block you from exporting your report to CSV anymore.
- Fixed the issue where sometimes users can land on a blank screen when sign in from SSO
- If you've experienced trouble deleting weight from the Customize Field settings, it should allow you to delete now.
