Define the goal structure and admins of your plans on the per plan level 📘
Here comes our next release of the new 'Plan Settings' feature - customize the goal structure and admins of your plans on a per plan level!
Drag and drop plan structure builder
You can create new goal templates, drag and drop to modify the goal template structure of your plans directly from the planner. What makes it really powerful is that now you can have different goal template types with different alignment relationships on different plans! This also allows us to better recommend what type of goal you and your team are creating when you are adding goals to a plan.
Define who are the admins of your plans
Also included in this release, you will now have a more specific plan edit right control on a per plan level. We are migrating the previous 'Org Strategy' user permission onto the org unit plans as the admins of the individual plans. This means that you can now define who is the 'admins' for your plan on a per plan level. The 'admins' of a plan are the users who can design, create, and edit all focus areas, goals, and tasks attached to this plan. Any user with Strategy permission will still have edit rights to all plans across your instance.
January Updates 🎊
6 Jan
🔧 Improvements
- Ability to upgrade your subscription plan without having to contact us first
- Improved the experience for inline editing your vision, values, etc from the planner
🐛 Bug Fixes
- Fixed the issue that the 'Show Threshold' toggle wasn't working in the Goals line chart widget.
- For tasks created by cloning, the task weight wasn't set properly on the cloned tasks. This is now fixed.
- Users with org strategy privilege can now edit everything on their org unit plans
Customize the elements that you'd like to include in your plan 🤹♀️
We are excited to introduce Planner Blocks - our first step towards creating a flexible and light 'planning for everyone' experience!
Planner blocks are the elements that you would like to show up on your planner. It can be a high-level vision statement, a summary of the project everyone is working on, or a SWOT analysis to help brainstorm your new goals. You can now drag and drop to customize the layout of the planner blocks on your planner.
Customize the content blocks on all your plans 📝
Start customizing the settings of your planner by clicking on the 'Plan Settings' button located on the top of your planner page. This is the place where you configure the set up of your planner on a per plan basis.
The 'Plan Layout' tab is the first release of the 'Plan Settings' feature. It allows you to customize the layout of the content blocks on your planner. For example, you can have Vision and Values blocks on your organizational strategic plan and have a custom 'Project Summary' block on a specific project plan. We are still working on more and more exciting things to make the 'Plan Settings' feature truly powerful so stay tuned! 👀
Note: The 'Plan Settings' button is available for all users with Strategy permission or Org Strategy permission on the plan.
Drag and drop to add, remove or re-order your blocks 👆
To start customizing the content blocks on your planner, simply drag and drop to add, remove, or re-order the blocks on the 'Plan Layout' tab!
Get started with our block library 🏫
We've created four types of template blocks: Vision, Values, Mission Statement, and SWOT Analysis to help you get started with planner blocks quickly. You can also use a custom block and customize the block label if you need something more specific.
As always, send us a message here or through the live chat if you have any questions or feedback! 🙌
December Updates 🎅
8th December 2020
🔧 Improvements
- We've increased the character limit for task titles to be 400 characters.
🐛 Bug Fixes
- Fixed the bug that sometimes weights on tasks are not set correctly.
Choose your own notification preferences, plus more upgrades 🔔
We've made some upgrades to notifications to make it easier for you to know what's going on in your Cascade! 😎
New Notification Preference Settings page ☑
You can now decide your preferences for both emails and in-app notifications using the Notifications settings found in your profile icon menu in the top-right of the screen. Simply tick on and off the actions where you would or wouldn't like to receive in-app notifications and/or emails! (Note: your emails may be turned off in admin system settings, so contact your Cascade administrator to turn them back on if you want you and your team to decide their own email preferences!)
Upgrades to the in-app notification menu 🔔
We've also given the notification menu a makeover! ✨Your new notifications are now indicated with a blue dot, which you can click to mark as read or unread. We've improved how the notifications load so that you can keep them for future reference. And you can control what displays by deleting individual notifications using the 'x' or choosing to 'delete all' (or 'mark all as read') within the settings icon.
Personal Summary Digest 💌
Everyone can now set up a personal 'Summary Digest' in their Reminders! This means you can configure a regularly scheduled email that summarises all the things you want to keep updated on, like the status of your goals and tasks. For example, you could set a weekly summary of all your goals that are behind for that week!
Daily Schedule for Reminders ⏰
And finally, you can now schedule personal and organizational reminder emails to send daily. You can choose for these to be sent on weekdays (Mon-Fri) or every day (Mon-Sun).
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November Updates 🦃
4th November 2020
🔧 Improvements
- We've made some adjustments to the navigation menu to make things easier to find. Both the 'Explore' and 'Engagement' reports are now found under the Track section (alongside Snapshots and Dashboards), while the 'Bulk Edits' and 'Customize Fields' (formally named 'Strategy Model') have moved to Admin.
- If you are new to Cascade, there is now an all-new place for you to learn about the platform - 'The Hub'. You can access the Hub by clicking on your initials in the top right of the screen. Here you will find Step-by-Step guidance to help build your understanding of our core concepts.
🐛 Bug Fixes
- Fixed the bug that sometimes the dashboard widget settings sidebar doesn't close properly when you save your goal widget configuration.
3rd November 2020
🔧 Improvements
- To make it easier to customize the Units you use, we've moved the admin page for these into the Strategy Model section of the left hand navigation.
- You can now click on the titles of your Vision, Values, and Focus Areas to edit them directly without opening the popup. You can still access the popup window to change images and colors from the edit pen icon.
