The document provides step-by-step instructions for using the project management tool Basecamp. It explains how to create a Basecamp account, set up a new project, invite team members, and collaborate on discussions, to-do lists, files, documents and events within the project. Key features like the calendar, progress reports and team member lists are also overviewed to showcase Basecamp's integrated functionality.
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How to use basecamp
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How to Use Basecamp
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Open your browser
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Type in basecamp.com
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You will be directed to the
Basecamp site
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Click the Free trial button
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Then fill out this form
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Enter your full name
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The name of your company
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Your e-mail address
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And your password
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Then click Start Free Trial
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You can now start exploring
Basecamp
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Just click Explore
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Here now is the main menu
of your account
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Lets now start creating a
project
Credits: (http://pixabay.com/en/qudratisch-wooden-sign-gears-273424/)
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Start by clickingNew
Project
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This form will appear
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Give your project a name
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Then if you want, you can also
put
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a brief description or
additional details about it
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Working on a project is
easier
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if you do it with others
Credits: (http://pixabay.com/en/partnership-connectedness-personal-526413/)
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So lets now invite some
people to your team
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Write the e-mail addresses
of your team
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Tick this box
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If you want to include a
message to them
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Then click Start the project
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Here now is your created
project
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You can now create your
Discussions
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your To-do list
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your Files
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your Text documents
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and your Events
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Inside the project that you
created!
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Lets start with Discussion
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When you click it, you will
see this page
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Enter the subject of the
discussion
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Click on the body then
type your message
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You can also attach some
files
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Click Select files from your
computer
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Locate the file that you
want to attach
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Then double click it
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Wait for the file to upload
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Below are options you can
choose from
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Choose this if you want a
mail
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to be sent to your team
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Click this if you want to
choose
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Who among the members
will receive an e-mail
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If you simply want it to be
posted on Basecamp
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Click this
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Then click Post this
message
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This is how it looks like in the
project page
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You will see that these
parts were updated
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You can directly click on the
discussion subject
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Then you will see this
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You can now start
discussing about it with
your team
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You can write your messages
inside the discussion box
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Lets now try making a To-
do list
Credits: (http://pixabay.com/en/smartphone-to-do-list-to-do-watch-570507/)
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Click To-do list
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Then it will go just below
the Discussion
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Give it a title
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Then click this button
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Then click on this part
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Then write a to-do item
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You can assign a specific
person to do the task
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By clicking the drop-down
menu
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Set the a due date by
clicking this
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You can also attach any file
by clicking Attach files
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Then click done when
finished
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Lets now create an
Event
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When you click it
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A calendar will appear
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See this to-do list that we
made earlier?
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All to-do lists are synchronized
with the calendar
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To add a new event
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Click on a specific date for
this to appear
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Give it a title
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Add additional information
below the title
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Set the date by clicking this
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If you want the event to
be repeated
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click the drop-down menu
then choose from the options
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Click on this box to add
e-mail recipient
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Or simply type Everyone
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For all the members to be
notified
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Set the reminder by clicking
the drop-down menu
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And when done, click
Add this event
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There goes the event that
you created
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When you go back to the
main project menu
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You will see this reminder
on the right side
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about the event that you
just made
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Lets now create a Text
document
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This is the document page
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Click here to add a title
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Click on the body and start
typing anything
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You can change the styles by
clicking the menu above
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When done, click Save
this document
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Then go back to the
project page
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by clicking the project title
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Notice that everything has
been updated already
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Everything that you input
will be shown on the page
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Now, lets look at the
Everything page
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Upon clicking, you will see
this page
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As the description says:
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If you click one of them
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All the discussions will be
shown
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Lets now look at Progress
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This is how it looks like inside
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It shows a list of what you
and your members
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have been doing with your
projects
Credits: (http://pixabay.com/en/agenda-gantt-gantt-chart-project-153555/)
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Now, lets go to Everyone
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Click that and you will see this
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This is where you will see the
people
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who are involved in the
projects you created
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On the top are the members
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below are the companies
connected to the project
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If you want to add more
members
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Just click Add people
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Type the e-mail address of
the new member
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Then choose the project you
want the member to access
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And also which calendar too
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Decide whether you will give
the new member the power
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To create new projects or
to be the administrator
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Then finally, click Send the
Invitation
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Same goes when you want
to add a company
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Click Make a Company
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Then start writing the details
in this form
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Inside the company that
you created
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You can also create another
group or department
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Just click Add a group
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Add name to the group
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Then choose your members
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by clicking the box next to
their names
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Then click Create the Group
afterwards
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This is how it looks like after
you create it
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Now thats about the
basics of Basecamp
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Lastly, lets go to Me
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You will see this page
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This is the list of activities
that youve done
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Well, thats all about the
basics of Basecamp
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Organizing a project
made easy
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With this helpful online tool
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Go ahead and give it a try
now!
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Unity is strength... when there is
teamwork and collaboration,
wonderful things can be achieved.
--Mattie Stepanek