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How-to: Cascade Actions

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One of the key features of Strategile is the ability to cascade or assign actions from one level to another. This functionality essentially asks a subordinate or downstream individual to create actions to support a higher level action. If this starts at the CEO or leader, this ensures the entire organization is focused on a strategic thrust, business goal, risk or opportunity.

How to cascade an action:

  1. Create a thrust / business goal / risk or opportunity
  2. Select the “Assign and Cascade Actions to user” and choose an individual or individuals to request an action to be created.
  3. You can login to the Strategile dashboard under the appropriate section (Thrust / Business Goal / Risk or Opportunity) then My Organization and view “My subordinates’ request for Action” queue.

When an individual is assigned a cascaded action, they’re sent an email notification and will also be notified when they login to Strategile.

Need help understanding how calendar rules work, see–> KB: Understanding Cascading Date Rules


Cascading an Action to Another User


My Subordinate’s Requests for Action
Previous How-to: Create an Action
Next How-to: Respond to a Request for Action
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