How to use Basecamp - A project management tool (2015)
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Basecamp is an online project management tool that allows users to manage multiple projects through to-do lists, file sharing, messaging, calendars, and time tracking. The summary walks through the basic steps to set up a Basecamp account, create a new project, add messages, to-do lists, events, and documents. It also covers how to invite collaborators, set permissions, and search within projects.
How to use Basecamp - A project management tool (2015)
- 1. How to use Basecamp A project management tool 1
- 2. What is Basecamp? It’s an online tool that makes project management and collaboration easy. 2
- 3. It helps you manage multiple projects at a time … 3
- 4. with to-do lists file sharing chatting messages calendars time tracking 4
- 5. So, how to get started? 5
- 6. Go to your browser 6
- 10. Type your company name 10
- 13. Click button to start free trial 13
- 15. Click “skip it” to start right away 15
- 16. OR fill up basecamp’s mini survey 16
- 17. Welcome to your dashboard 17
- 18. Let’s start make your project 18
- 19. A project is the heart of basecamp 19
- 20. It is a workspace where you collaborate with your team and collect your discussions, to- dos, documents and files all in one place 20
- 21. Click “+” 21
- 22. Type Name of Project 22
- 24. Invite people for group projects! 24
- 25. You can use their email 25
- 26. Their names if they already have a basecamp account 26
- 27. Or a company name to add to the list 27
- 28. Everyone you invite will get an email 28
- 29. With a link to your project 29
- 30. 30 Click here to give invitee additional “powers”
- 31. 31 And select according to your wish
- 32. 32 Don’t forget to include a welcome message for your team
- 33. If you are working with a client 33
- 34. 34 You can invite him here
- 35. 35 Click to Start the Project
- 36. 36 Welcome to your project
- 37. 37 Now let’s add some details
- 38. 38 Click to add a message
- 39. 39 Type subject
- 40. 40 Type message
- 41. 41 Click to attach file from computer
- 42. 42 Select file or picture
- 43. 43 You now have attached a file
- 44. 44 You now have attached a file
- 45. 45 Click to share this post with others
- 46. 46 Click to Post Message
- 47. 47 You now have your first post
- 48. 48 Click to make a to-do list
- 49. 49 Give the list a title
- 50. 50 Click to save and start adding to-dos
- 51. 51 Type list
- 52. 52 Assign task to team members
- 54. 54 You can also attach file
- 55. 55 Click to add this to-do
- 56. 56 And you have now your first to-do list
- 57. 57 Updates is shown at the top of your post.
- 58. 58 Click to add Events
- 59. 59 Six weeks calendar will be shown
- 60. 60 Click a date you want to add the event
- 61. 61 Click title of event
- 62. 62 Click to add time
- 63. 63 Click to post
- 64. 64 You now have your event
- 65. 65 Click again to make changes
- 66. 66 Change period of event
- 67. 67 Click to set Repeats
- 68. 68 Click to Save changes
- 69. 69 Upcoming events will show here
- 70. 70 Click to add text document
- 71. 71 It allows you to create a document with the team and collaborate
- 72. 72 Type title of document
- 73. 73 Type content
- 74. 74 Click to Save
- 75. 75 Click to Edit
- 76. 76 You can also discuss this document
- 77. 77 And invite others in the discussion
- 78. 78 Notice the change in the project page
- 79. 79 Click to add additional text document
- 80. 80 Click to add additional text document
- 81. 81 Click to create new document
- 82. 82 or Click here
- 83. 83 Let’s discuss now the MAIN MENU
- 85. 85 You’ll see the calendar summary
- 86. 86 It is synced to all of your projects basecamp tutorial September Calendar Activity
- 87. 87 Click calendar date to add event
- 88. 88 This will be saved in General category
- 89. 89 You can also add a new calendar
- 91. 91 Click “categories” to filter
- 93. 93 Only calendars related to projects can be shared
- 94. 94 Click name of project
- 96. 96 Click for change in access
- 97. 97 And insert email of people you want to invite
- 99. 99 To see all about your projects
- 100. 100 Click to see all discussions
- 101. 101 all discussions
- 102. 102 Click to see all “to-dos”
- 103. 103 “to-dos”
- 104. 104 Click to see all files
- 105. 105 files
- 106. 106 Click to read all text documents
- 107. 107 text documents
- 108. 108 Click to see all deleted items
- 109. 109 Click to see all deleted items
- 110. 110 Click “Progress”
- 111. 111 Progress page
- 112. 112 Shows all work done that day
- 113. 113 Click “Everyone”
- 114. 114 To show everyone you are working with
- 115. 115 From here you can also add your team
- 116. 116 Enter person’s email address
- 120. 120 And you have a team member joined in
- 121. 121 Click to add a group/department from your company
- 122. 122 Add name of group and people in this group
- 123. 123 Click to Create the Group
- 124. 124 And now you have a Group
- 125. 125 Searching within your projects is easy
- 126. 126 Type in your keyword
- 127. 127 And it will list search
- 129. 129 1. Use that Star
- 130. 130 To make a sticky post of that project
- 131. 131 2. Change view layout
- 132. 132 Default Layout
- 133. 133 To see sticky post only
- 134. 134 To see projects in list view
- 135. 135 3. Use Templates
- 136. 136 For creating same project layout
- 137. 137 Click to make a new template
- 138. 138 Start building the template
- 139. 139 Differentiate the project editor from the template editor
- 140. 140 Click to copy from an existing project
- 141. 141 Select from existing project
- 142. 142 Copy in progress
- 143. 143 Template is now ready!
- 144. 144 You can now edit the template
- 145. 145 And that’s the basics of Basecamp
- 146. 146 Thanks for learning with abbie
- 147. Credits: 147
- 148. Simple 148
- 149. 149