Cascading a plan objective

Once you have added objectives to a Plan, they can be cascaded to other people and plans:

  1. Open the Plan and click on the plan objective that you want to cascade
  2. Click on Cascade Objective 
  3. Amend the objective description to make it more relevant for the recipients
  4. Select the recipients (you can choose multiple people or other plans)
  5. Use the Context box to explain why you are cascading the objective
  6. Click Send
  7. The cascaded objective will automatically appear on the recipient’s objective sheet

The cascaded objective will be linked to the plan objective. Click on the View Links button (on the relevant objective) to see linked objectives. Tasks or progress updates from a cascaded objective are also seen on the plan objective.

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