First Steps to Organizing in Cascadin

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Your first steps to organizing in Cascadin are simple. When you create your account, you’ll have a step-by-step guide that will get you organized in no time. 

Step 1: Create your account


Enter your preferred email address and create your password.

Make sure your password meets the following requirements:

  • At least 8 characters
  • At least 3 of the following:
    • Lower case letters (a-z)
    • Upper case letters (A-Z)
    • Numbers (0-9)
    • Special characters (ex. !@#)
Screenshot of Cascadin Registration Form

Step 2: Accept the Terms of Service and Privacy Policy 

After selecting “Onward,” you’ll see a screen to accept Cascadin’s Terms of Service and Privacy Policy. Everyone has them, and these are ours. 

Screenshot of the Terms of Service / Privacy Policy accept screen.

Step 3: Verify your email

Here’s where the fun really begins! You’ll meet Kerplunk the Otter (our awesome mascot), who will guide you through the rest of the account setup. 

By this stage, Kerplunk has sent you your very own verification code. Check your email, copy the code, and paste it into the verification code field in Cascadin.

Screenshot of the email verification step in Cascadin.

You’ll be good to go once you’ve entered the code. Be sure to add to your safe sender list. This way you won’t miss account emails in the future. 

Step 4: Personalize your experience

Once you’ve verified your email, you’ll personalize your account. Kerplunk will ask you a few questions, including what he can call you, how your name displays in Cascadin, and your time zone. 

Screenshot of the personalization options for your Cascadin account.

Optional: Add a profile photo

Want to really take ownership? Add a profile photo!

Screenshot of the optional profile photo.
Screenshot of selecting a profile photo

You can make adjustments to the uploaded photo by repositioning it within the frame, zooming in or out, and rotating the image. 

Screenshot of editing options for your profile photo.

Once you’ve finished personalizing your account, select “Onward.” You can change your account information at any time under your “Account Settings” in Cascadin. 

Step 5: Name your first Space

You’ve made it to the final step! Name your first Space, agree to the Cascadin Client Agreement, and get ready to do less, better.

Screenshot of the final step to do less, better with Cascadin.

Step 6: Take the tour

Now that you’ve personalized your account and created your first Space, Kerplunk will guide you through the basic features of Cascadin. Check out our other resources to learn more about Spaces, Projects, Tasks, To-dos, and so much more. 

Learn more

After you’ve created your account, explore these resources to make the most out of your Cascadin experience:

  1. Create your first Project
  2. Create your first Task
  3. Create another Space
  4. Add or remove user licenses
  5. Add new member to your workspace