How to Use Basecamp

How to Use Basecamp
©Jinky_Tolentino_How to Use Basecamp.pdf
1

Type www.basecamp.com on your
address bar
©Jinky_Tolentino_How to Use Basecamp.pdf 2

Then it opens to the Basecamp
Home Page

Scroll down to
Create a Free Basecamp
account

and click Start a new Basecamp
account for free

And it opens to this page

Or simply click on this link

And start filling out the form

Enter your Full Name

Enter your Company or
Organization

Enter your Email

Enter your Password

Click Start my 60 day free trial

And this page opens

Click Skip it to go straight to your
new Basecamp.

Then you’ll see this page

Click New Project

Then this page opens

Enter your Project Name

Describe your project

Adding and Removing
People

If you’re an Admin or
account owner,

you can invite someone to
your account

and give them access to
multiple projects.

Go to the Everyone page ...

Then Add People:

Type in email addresses to invite
folks to your account.

Then select which projects and
calendars they have access to.

Any account member can
add new folks to the
account.

Admins can create projects,
remove anyone from a
project,

remove users from your
Basecamp account,

and grant admin powers to
other people.

We recommend only granting
admin powers to people you
really trust.

When done with designation, click
back to list of people

Check the box to include a
Welcome message

This is the Welcome message for
your Team

Click Start the project

Project page is loading

You can now start a project from
this page

You may click Catch up to view
recent changes

Or click here to Invite more
people to your Team

Enter Email here

Removing people

Delete people from your
account from the Everyone
page.

Click member’s superpowers and
access to projects.

Finally, click "Remove completely
from Basecamp."

Only admins / account
owner can delete people
from an account.

All comments, files, and
anything else

contributed by that person
will still remain in the
project.

Granting and Revoking
Project Access

To add someone directly to
a specific project,

go inside that project ...

Then head to "Invite more people."

Are you working with
clients?

Enable the client project setting.

Type a name or email address.

Basecamp suggests names
if they're already members of
your account.

Otherwise, you can use
someone's email address
to invite them.

They'll be automatically
added to that project.

UseCompanies and
Groups to invite multiple
people at once.

You can also set
superpowers when you add
new people

Click "Decide who can create
projects ... "

Any project member can
add new folks to that project.

ONLY project members can
add people to the projects.

Revoking Project Access

Click Remove under a person's
name to revoke project access

The person will still be a
member of your account,

but won't be able to view
this project anymore.

Only admins and the
account owner can revoke
project access.

The account owner can't be
removed from projects.

Resetting Passwords

You can send a
password reset email

to any member of your
account.

After an unsuccessful login
attempt, a password reset is sent.

Creating Companies and
Groups

Only admins and account
owner can create
companies.

To add people to a Company, go
to "Everyone" page

and click the "Make a Company"
button.

Name your company

and add users.

Only existing users can be
added to companies or
groups.

Make sure you've added
someone to your account

before adding them to a
group.

Create Groups within your
Company by clicking Add a group

Give it a name

and select the members.

You'll need to add people
to the company

before they can be in a
group.

Working with companies
and groups

Invite any company or group
to a project quickly.

Type the company or group name
in the invite field.

Send a notification to the entire
company or group.

Discussions

Any time a comment is added
to a message, to-do,

file, or event, a discussion
thread will be created.

The most recently
commented-on threads

display at the top of a
project's main page.

Create a stand-alone
discussion

Go to a project and click post a
new message.

Type your message,

select the notifications,

and post it!

Use messages to discuss
ideas, ask questions,

or post announcements
about your project.

Add a link to any discussion
by copying and pasting.

It becomes clickable when
you publish the post.

If it's a link to an image or
web video,

It will automatically be
embedded into your
discussion.

View your discussions

The default view is latest
discussions at the top.

Click 'last updated' to change the
sort to oldest.

You can filter your
discussions.

Type in the filter field to find
matching discussions.

Successful projects begin
with a great kickoff
message.

Start projects off right.

A clear kickoff message
helps everyone

understand the goals of a
project on day one.

Type your kickoff message here

Sample Kickoff message

5 tips for writing a
successful kickoff
message

1. Make it a discussion

Then everyone will get an
email when you post the
message.

2. Start your subject off
with "Kickoff“

to set the tone right from the start.

3. Outline the goals clearly.

4. Attach any key files,
proposals, or other assets.

5. Notify everyone who's part of
the project.

Files

You can also share files
inside messages.

Click here to select files from
your computer

Select a File

Click Open

You’ll see the Image File being
uploaded on the page

Click Save changes

The message is now posted on
Basecamp

You can also Edit the message

Delete the message

Copy the message

Click the dropdown

Then select where to copy the
message

Then click Copy this message

Or Move the message

Click the dropdown

Select to where you want to move
the message

Then click Move this message

Scroll down and Click Label

Type the new label

Then click Add label or I’m done

Click on the File name

And this page opens

Where you can Download this
image

Discuss this image which brings
you back to the message

View full size

Delete this image file

Click x to go back to the message

Add a Comment or Upload a file

Click the Name of the Project

To go back to the
main Project Page

Next, let’s create a
To-Do List

To-dos help you keep track
of all the little things

that need to get done.

You can add them for
yourself

or assign them to someone
else.

Click Add a to-do list

Give the list a name

And start adding to-dos.

Sample To-Do list

You can assign the to-do to
someone

Assign to-do here

and add a due date.

Dated to-dos

will appear on your calendar.

When you assign a to-do to
someone else,

they'll get an email
notification.

You won't receive that
email

if you assign a to-do to
yourself.

Anyone with an open to-do
will get an email

the day before it's due.

If you created the to-do,
you'll get an email

when someone completes
it (unless you opt out).

Attach files to your to-dos

by clicking the 'Attach files' link.

You can add a file or attach
a Google Doc.

The file will be attached
directly to the to-do.

You’ll see files attached to
to-dos on any mobile
device.

You can attach new files to to-
dos in the iPhone

& Android apps

You'll need to have Android
version 4.0 or newer.

but NOT on the iPad app.

Reorder to-dos by clicking
on them

and dragging up or down in
the list.

Then save and start adding to-
dos

Next Text Documents

Take notes together.
 Brainstorm ideas
together.

 Write a press release
together.

Collaborate on a blog post
or a company newsletter.

Basecamp text documents
update when you save your
draft.

You'll see what other folks
have written

This way you can write
together, not over each
other!

Next click Text Document

Enter a text doc name here

Create a text doc or edit an
existing one.

You can view your text docs in
preview or list view.

Text docs are
collaborative:

Anyone with access to a
project will be able to edit.

Basecamp tells you when
someone else is working

and when it's safe for you to
start writing.

Save your changes!

Basecamp will tell you who made
the last revisions and when.

Want to see what's
changed?

Click through the history to see
additions and deletions.

You can restore an earlier version
of your text doc.

Add comments and notify your
team.

Basecamp Classic
Writeboards will migrate as
Text Documents.

The comments won't migrate,
nor will the earlier revisions.

Sort your text docs by title or date
created.

Next let’s click the Calendar

The Basecamp calendar
keeps all your project
dates, events,

and deadlines in one place. It's
fast and easy to navigate!

Two kinds of calendars

Basecamp calendars come
in two flavors:
Project and Stand-alone.

Project calendars contain all the
events and dated to-dos

Stand-alone calendars are
a great place to put events

that don't belong in a project: birthdays,
holidays, days-off, whatever!

Make sure others know
what's up by sharing your
calendars.

Sharing is caring!
(And it lets other users
create events.)

To view only one calendar, click the
calendar name.

To hide a calendar from
view,

uncheck the box in front of
the calendar name.

Navigating your calendar

Use the arrows on either
side of the calendar header

to click back and forth between
months.

To go forward by several
months or years,

click the "Next 6 Weeks" or month
at the top.

The calendar only displays
six weeks at a time.

Extended calendar views
aren't supported,

but you can pull your
Basecamp calendar into an
external calendar

(Outlook or Google Calendar)
that will give you alternate
views!

Calendar Settings

Click on the calendar name from
the list on the left side.

You'll see just that calendar.

Click Settings (on the right) to

change the calendar name,

Change color,

share the calendar with other
users

or delete the calendar.

Syncing your Calendars

It's not a true sync:

you can pull your
Basecamp calendar into
your external calendar,

but not vice-versa.

Below calendar list, click
"Subscribe to iCal"

You can subscribe to all
calendars or just a few

Click the "Subscription link" to
open up your calendar program

Add an event

Choose which calendar or
project

Then click on the date the event
will occur.

You can make this event last more
than one day.

The calendar doesn't support
event durations,

so to indicate the end time of
an event,

add it in the Note field

or to the title of the event.

Multiday events

Sometimes events last a
few days.

To schedule a multiday
event,

just enter the start date and end
date.

Edit an event

Add recurring events
to your projects and
calendars!

Click the link
Lasts multiple days or repeats...

Click the Repeats menu

to select how often you'd like
the event to repeat.

Select everyday, every week,
every month, or every year.

You can also choose when
the event stops repeating.

Save your event, and you'll see it
on the calendar.

You'll see it on the Project Agenda
list too.

Changing a recurring event

You can change the title, time, or
start date here

To change all instances of a
recurring event,

change the first instance

and choose Yes, change all future
versions.

Deleting a recurring event

To delete, click the event, then
click trash can icon.

You can delete all future events,
or just that single event.

Edit an event

Click, hold and drag your event to
its new day.

To edit the event, click on the title.

The pop-up will let you change the
event details,

Adding people to an event

Type their names, email addresses,
or the company/group here

Added users will receive an
email once event is created.

Setting Reminders

Specify what time of day the
reminder should be sent.

When the date of an event
changes,

Basecamp will automatically
send an email

to all of the event's recipients.

On events lasting more than
one day,

notification is only on the
first day of the event.

Scheduling

Set up a calendar for each of your
rooms.

Assign colors to tell them apart
and share them

Next, click Event

Your project's "Events" page
lets you see all the past,

present and future events
and open to-dos in your
project.

Add a new event by clicking on the
date.

Click the 'Agenda view' link

to see a list of all events and
open to-dos.

Click Event Title to Discuss / edit
any event or to-do

Now go back to your project page
and click Everything

And you’ll see Everything from
your projects

and a breakdown of all
items in your account.

Click Progress

Your Progress page is a timeline
of all project activity

It's updated in real time,
contains info about new
posts,

new projects, edits,
deletions, and so on.

Scroll back through
Basecamp history

to see everything in the
order it happened.

Latest project updates

When you look at a project,

you'll see the last three updates
right at the top.

Click "See all updates"

to get the full history of your
project.

You can scroll all the way
back to the beginning!

Catch up

You can see day by day
history on the Catch up
page.

Click that project, then "Catch up"
link, top right.

You'll see who contributed,
what was added, what was
updated ...

... and the minute-by-minute
history.

Searching in Basecamp

Type your search into the Jump
Bar, then hit enter

Then your search is listed
chronologically - newest first.

You can limit search to a particular
project or calendar...

Or author...

Or content type.

To search for a phrase, put it in
quotation marks.

It takes about 10 minutes for
a newly added item

to be indexed in your
account.

Your “Me” page

Your “Me” page is where you
can see all

your assignments and
activity.

From here, you can make
updates to your personal info,

like your email address,
photo, and other
preferences.

Click Me,

then Update your personal info

Make your changes.

Changes will affect every account
associated with this ID.

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