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New
July 12, 2021

Integrate Cascade with Microsoft Teams 👩‍🏫

Introducing the Cascade app for Microsoft Teams - make your strategy happen where you and your team work every day. You can now create, update your goals directly inside Microsoft Teams.

Install Cascade for all users in Microsoft Teams

You can pre-install the Cascade app for all users or a segment of users inside Microsoft Teams if you are a Microsoft Teams administrator.

Go to https://admin.teams.microsoft.com/ and log in with your id and password. From the left navigation menu, go to Teams apps > Set up policies, select the user group policy that you would like to pre-install the Cascade app. If you would like to pre-install Cascade for all users, select 'Global (Org-wide default)'.

Click on the 'Add apps' button and add 'Cascade' from the sidebar.

Once this is done, your users will be able to see and use the Cascade app when they log in to Microsoft Teams.

Install Cascade for your Microsoft Teams account

From the left navigation menu, click on 'Apps' or the three dots icon, then search for 'Cascade'. You can then install Cascade to your Microsoft Teams account by clicking on the 'Add' button.

Once Cascade is installed, you will see the Cascade icon on your left navigation menu and receive a welcome message from the Cascade bot.

Keep track of your goals in Microsoft Teams

The 'My Goals' tab is where you can view and manage your goals directly inside Microsoft Teams. You can deep dive into the details of your goals by clicking on a goal and perform a quick update if you need to.

There are multiple places where you can create a new goal inside Microsoft Teams. You can create a goal for yourself or your team from the 'My Goals' tab or by interacting with the Cascade bot. You can also turn conversations into actionable goals in a few clicks by clicking on the three dots option above the message, then go to 'More actions' and select 'Create goal' in Cascade.

Search and share a goal with your team

Once Cascade is installed on your Microsoft Teams account, you can also search and share a goal in channels or conversations so that you and your team are on the same page. To share a goal with your team, click on the three dots icon from the chatbox, select Cascade, then search for a goal and share it with your team in chats.

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