We’re thrilled to announce the latest updates to Causey including:
- Select custom date ranges in Reports
- Quickly add Metrics directly from your plan
- Adjust groups of dates on your plan
- Actions view will help you focus on assignments for you and your team
- Add comments to most elements on your plan
Read on to learn more about how these features are designed to save you time, streamline your work, and enhance team collaboration.
1. Flexible Reporting Options
You asked, we delivered! In addition to pre-defined reporting options like “This Month” or “Last Year,” you can now generate reports across any set of dates and on any plan for your organization, not just the active plan.
Why it matters: Tailor your data to meet your exact needs—whether it’s preparing for a board meeting or reviewing a specific campaign timeline, this flexibility puts you in control.
2. Quickly Add Metrics
Need to add a new metric while working on your plan? No problem! Select the “Create one now” link on add or edit forms to jump straight to the Add Metric page.
Check out the basics about using Metrics.
Why it matters: Keep your momentum going by adding metrics on the fly without breaking your workflow.
3. Adjust Dates with Ease
Updating timelines just got easier. Now you can adjust dates for all goals within a Focus Area in one step.
Learn more about how to adjust dates on your plan.
Why it matters: Save time by editing multiple goals at once—no more manual updates for each one!
4. Actions View: Focused Task Management
Meet our new Actions View—a game-changer for team focus and productivity:
- For team members: Quickly see only your assigned goals and tasks.
- For managers: Monitor task progress as team members check off completed items.
- For contributors: Score your goals directly from the Actions View without losing focus.
Why it matters: Stay organized, reduce distractions, and ensure accountability across your team.
5. Comments for Seamless Collaboration
Excuse our bias, but this is one of our favorite features to date! Collaborate with your team directly in the Strategy application by adding comments to compass elements, focus areas, goals, and action items.
Why it matters: Keep everyone aligned with discussions and feedback all in one place—no more searching through emails or chats.
Ready to explore these features?
Log in to Causey today and start maximizing the impact of your strategic plans.
Thank you for being a valued Causey user. We can’t wait to hear how these new features make your strategic planning process even better!
All the best as we head into a new year,
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