How To Use Basecamp

How to Use Basecamp
Jinky_Tolentino_How to Use Basecamp.pdf
Type www.basecamp.com on your

address bar
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
10
Enter your Email
11
Enter your Password
12
Click Start my 60 day free trial
13
And this page opens
14
Click Skip it to go straight to your

new Basecamp.
15
Then youll see this page
16
Click New Project
17
Then this page opens
18
Enter your Project Name
19
Describe your project
20
Adding and Removing

People
21
If youre an Admin or
account owner,
22
you can invite someone to

your account
23
and give them access to

multiple projects.
24
Go to the Everyone page ...
25
Then Add People:
26
Type in email addresses to invite

folks to your account.
27
Then select which projects and

calendars they have access to.
28
Any account member can

add new folks to the
account.
29
Admins can create projects,

remove anyone from a
project,
30
remove users from your

Basecamp account,
31
and grant admin powers to

other people.
32
We recommend only granting

admin powers to people you
really trust.
33
When done with designation, click

back to list of people
34
Check the box to include a

Welcome message
35
This is the Welcome message for

your Team
36
Click Start the project
37
Project page is loading
38
You can now start a project from

this page
39
You may click Catch up to view

recent changes
40
Or click here to Invite more

people to your Team
41
Enter Email here
42
Removing people
43
Delete people from your

account from the Everyone
page.
44
Click members superpowers and

access to projects.
45
Finally, click "Remove completely

from Basecamp."
46
Only admins / account

owner can delete people
from an account.
47
All comments, files, and

anything else
48
contributed by that person

will still remain in the
project.
49
Granting and Revoking

Project Access
50
To add someone directly to

a specific project,
51
go inside that project ...
52
Then head to "Invite more people."
53
Are you working with

clients?
54
Enable the client project setting.
55
Type a name or email address.
56
Basecamp suggests names

if they're already members of
your account.
57
Otherwise, you can use

someone's email address
to invite them.
58
They'll be automatically
added to that project.
59
UseCompanies and
Groups to invite multiple
people at once.
60
You can also set

superpowers when you add
new people
61
Click "Decide who can create

projects ... "
62
Any project member can

add new folks to that project.
63
ONLY project members can

add people to the projects.
64
Revoking Project Access
65
Click Remove under a person's

name to revoke project access
66
The person will still be a

member of your account,
67
but won't be able to view

this project anymore.
68
Only admins and the

account owner can revoke
project access.
69
The account owner can't be

removed from projects.
70
Resetting Passwords
71
You can send a

password reset email
72
to any member of your

account.
73
After an unsuccessful login

attempt, a password reset is sent.
74
Creating Companies and

Groups
75
Only admins and account

owner can create
companies.
76
To add people to a Company, go

to "Everyone" page
77
and click the "Make a Company"

button.
78
Name your company
79
and add users.
80
Only existing users can be

added to companies or
groups.
81
Make sure you've added

someone to your account
82
before adding them to a

group.
83
Create Groups within your

Company by clicking Add a group
84
Give it a name
85
and select the members.
86
You'll need to add people

to the company
87
before they can be in a

group.
88
Working with companies

and groups
89
Invite any company or group

to a project quickly.
90
Type the company or group name

in the invite field.
91
Send a notification to the entire

company or group.
92
Discussions
93
Any time a comment is added

to a message, to-do,
94
file, or event, a discussion

thread will be created.
95
The most recently

commented-on threads
96
display at the top of a

project's main page.
97
Create a stand-alone
discussion
98
Go to a project and click post a

new message.
99
Type your message,
100
select the notifications,
101
and post it!
102
Use messages to discuss

ideas, ask questions,
103
or post announcements
about your project.
104
Add a link to any discussion

by copying and pasting.
105
It becomes clickable when

you publish the post.
106
If it's a link to an image or

web video,
107
It will automatically be
embedded into your
discussion.
108
View your discussions
109
The default view is latest

discussions at the top.
110
Click 'last updated' to change the

sort to oldest.
111
You can filter your

discussions.
112
Type in the filter field to find

matching discussions.
113
Successful projects begin

with a great kickoff
message.
114
Start projects off right.
115
A clear kickoff message

helps everyone
116
understand the goals of a

project on day one.
117
Type your kickoff message here
118
Sample Kickoff message
119
5 tips for writing a

successful kickoff
message
120
1. Make it a discussion
121
Then everyone will get an

email when you post the
message.
122
2. Start your subject off

with "Kickoff
123
to set the tone right from the start.
124
3. Outline the goals clearly.
125
4. Attach any key files,

proposals, or other assets.
126
5. Notify everyone who's part of

the project.
127
Files
128
You can also share files

inside messages.
129
Click here to select files from

your computer
130
Select a File
131
Click Open
132
Youll see the Image File being

uploaded on the page
133
Click Save changes
134
The message is now posted on

Basecamp
135
You can also Edit the message
136
Delete the message
137
Copy the message
138
Click the dropdown
139
Then select where to copy the

message
140
Then click Copy this message
141
Or Move the message
142
Click the dropdown
143
Select to where you want to move

the message
144
Then click Move this message
145
Scroll down and Click Label
146
Type the new label
147
Then click Add label or Im done
148
Click on the File name
149
And this page opens
150
Where you can Download this

image
151
Discuss this image which brings

you back to the message
152
View full size
153
Delete this image file
154
Click x to go back to the message
155
Add a Comment or Upload a file
156
Click the Name of the Project
157
To go back to the
main Project Page
158
Next, lets create a

To-Do List
159
To-dos help you keep track

of all the little things
160
that need to get done.
161
You can add them for

yourself
162
or assign them to someone

else.
163
Click Add a to-do list
164
Give the list a name
165
And start adding to-dos.
166
Sample To-Do list
167
You can assign the to-do to

someone
168
Assign to-do here
169
and add a due date.
170
Dated to-dos
171
will appear on your calendar.
172
When you assign a to-do to

someone else,
173
they'll get an email

notification.
174
You won't receive that

email
175
if you assign a to-do to

yourself.
176
Anyone with an open to-do

will get an email
177
the day before it's due.
178
If you created the to-do,

you'll get an email
179
when someone completes

it (unless you opt out).
180
Attach files to your to-dos
181
by clicking the 'Attach files' link.
182
You can add a file or attach

a Google Doc.
183
The file will be attached

directly to the to-do.
184
Youll see files attached to

to-dos on any mobile
device.
185
You can attach new files to todos in the iPhone
186
& Android apps
187
You'll need to have Android

version 4.0 or newer.
188
but NOT on the iPad app.
189
Reorder to-dos by clicking

on them
190
and dragging up or down in

the list.
191
Then save and start adding todos
192
Next Text Documents
193
Take notes together.

Brainstorm ideas
together.
194
Write a press release

together.
195
Collaborate on a blog post

or a company newsletter.
196
Basecamp text documents

update when you save your
draft.
197
You'll see what other folks

have written
198
This way you can write

together, not over each
other!
199
Next click Text Document
200
Enter a text doc name here
201
Create a text doc or edit an

existing one.
202
You can view your text docs in

preview or list view.
203
Text docs are

collaborative:
204
Anyone with access to a

project will be able to edit.
205
Basecamp tells you when

someone else is working
206
and when it's safe for you to

start writing.
207
Save your changes!
208
Basecamp will tell you who made

the last revisions and when.
209
Want to see what's

changed?
210
Click through the history to see

additions and deletions.
211
You can restore an earlier version

of your text doc.
212
Add comments and notify your

team.
213
Basecamp Classic
Writeboards will migrate as
Text Documents.
214
The comments won't migrate,

nor will the earlier revisions.
215
Sort your text docs by title or date

created.
216
Next lets click the Calendar
217
The Basecamp calendar

keeps all your project
dates, events,
218
and deadlines in one place. It's

fast and easy to navigate!
219
Two kinds of calendars
220
Basecamp calendars come

in two flavors:
Project and Stand-alone.
221
Project calendars contain all the

events and dated to-dos
222
Stand-alone calendars are

a great place to put events
223
that don't belong in a project: birthdays,

holidays, days-off, whatever!
224
Make sure others know

what's up by sharing your
calendars.
225
Sharing is caring!
(And it lets other users
create events.)
226
To view only one calendar, click the

calendar name.
227
To hide a calendar from

view,
228
uncheck the box in front of

the calendar name.
229
Navigating your calendar
230
Use the arrows on either

side of the calendar header
231
to click back and forth between

months.
232
To go forward by several
months or years,
233
click the "Next 6 Weeks" or month

at the top.
234
The calendar only displays

six weeks at a time.
235
Extended calendar views

aren't supported,
236
but you can pull your

Basecamp calendar into an
external calendar
237
(Outlook or Google Calendar)

that will give you alternate
views!
238
Calendar Settings
239
Click on the calendar name from

the list on the left side.
240
You'll see just that calendar.
241
Click Settings (on the right) to
242
change the calendar name,
243
Change color,
244
share the calendar with other

users
245
or delete the calendar.
246
Syncing your Calendars
247
It's not a true sync:
248
you can pull your

Basecamp calendar into
your external calendar,
249
but not vice-versa.
250
Below calendar list, click

"Subscribe to iCal"
251
You can subscribe to all

calendars or just a few
252
Click the "Subscription link" to

open up your calendar program
253
Add an event
254
Choose which calendar or

project
255
Then click on the date the event

will occur.
256
You can make this event last more

than one day.
257
The calendar doesn't support

event durations,
258
so to indicate the end time of

an event,
259
add it in the Note field
260
or to the title of the event.
261
Multiday events
262
Sometimes events last a

few days.
263
To schedule a multiday
event,
264
just enter the start date and end

date.
265
Edit an event
266
Add recurring events

to your projects and
calendars!
267
Click the link

Lasts multiple days or repeats...
268
Click the Repeats menu
269
to select how often you'd like

the event to repeat.
270
Select everyday, every week,

every month, or every year.
271
You can also choose when

the event stops repeating.
272
Save your event, and you'll see it

on the calendar.
273
You'll see it on the Project Agenda

list too.
274
Changing a recurring event
275
You can change the title, time, or

start date here
276
To change all instances of a

recurring event,
277
change the first instance
278
and choose Yes, change all future

versions.
279
Deleting a recurring event
280
To delete, click the event, then

click trash can icon.
281
You can delete all future events,

or just that single event.
282
Edit an event
283
Click, hold and drag your event to

its new day.
284
To edit the event, click on the title.
285
The pop-up will let you change the

event details,
286
Adding people to an event
287
Type their names, email addresses,

or the company/group here
288
Added users will receive an

email once event is created.
289
Setting Reminders
290
Specify what time of day the

reminder should be sent.
291
When the date of an event

changes,
292
Basecamp will automatically

send an email
293
to all of the event's recipients.
294
On events lasting more than

one day,
295
notification is only on the

first day of the event.
296
Scheduling
297
Set up a calendar for each of your

rooms.
298
Assign colors to tell them apart

and share them
299
Next, click Event
300
Your project's "Events" page

lets you see all the past,
301
present and future events

and open to-dos in your
project.
302
Add a new event by clicking on the

date.
303
Click the 'Agenda view' link
304
to see a list of all events and

open to-dos.
305
Click Event Title to Discuss / edit

any event or to-do
306
Now go back to your project page

and click Everything
307
And youll see Everything from

your projects
308
and a breakdown of all

items in your account.
309
Click Progress
310
Your Progress page is a timeline

of all project activity
311
It's updated in real time,

contains info about new
posts,
312
new projects, edits,

deletions, and so on.
313
Scroll back through

Basecamp history
314
to see everything in the

order it happened.
315
Latest project updates
316
When you look at a project,
317
you'll see the last three updates

right at the top.
318
Click "See all updates"
319
to get the full history of your

project.
320
You can scroll all the way

back to the beginning!
321
Catch up
322
You can see day by day

history on the Catch up
page.
323
Click that project, then "Catch up"

link, top right.
324
You'll see who contributed,

what was added, what was
updated ...
325
... and the minute-by-minute

history.
326
Searching in Basecamp
327
Type your search into the Jump

Bar, then hit enter
328
Then your search is listed

chronologically - newest first.
329
You can limit search to a particular

project or calendar...
330
Or author...
331
Or content type.
332
To search for a phrase, put it in

quotation marks.
333
It takes about 10 minutes for

a newly added item
334
to be indexed in your
account.
335
Your Me page
336
Your Me page is where you

can see all
337
your assignments and

activity.
338
From here, you can make

updates to your personal info,
339
like your email address,

photo, and other
preferences.
340
Click Me,
341
then Update your personal info
342
Make your changes.
343
Changes will affect every account

associated with this ID.
344
345

How To Use Basecamp

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How to Use Basecamp

Jinky_Tolentino_How to Use Basecamp.pdf

Type www.basecamp.com on your

Jinky_Tolentino_How to Use Basecamp.pdf

Then it opens to the Basecamp

Jinky_Tolentino_How to Use Basecamp.pdf

Jinky_Tolentino_How to Use Basecamp.pdf

and click Start a new Basecamp

Jinky_Tolentino_How to Use Basecamp.pdf

And it opens to this page

Jinky_Tolentino_How to Use Basecamp.pdf

Or simply click on this link

Jinky_Tolentino_How to Use Basecamp.pdf

And start filling out the form

Jinky_Tolentino_How to Use Basecamp.pdf

Enter your Full Name

Jinky_Tolentino_How to Use Basecamp.pdf

Enter your Company or

Jinky_Tolentino_How to Use Basecamp.pdf

Enter your Email

Jinky_Tolentino_How to Use Basecamp.pdf

Enter your Password

Jinky_Tolentino_How to Use Basecamp.pdf

Click Start my 60 day free trial

Jinky_Tolentino_How to Use Basecamp.pdf

And this page opens

Jinky_Tolentino_How to Use Basecamp.pdf

Click Skip it to go straight to your

Jinky_Tolentino_How to Use Basecamp.pdf

Then youll see this page

Jinky_Tolentino_How to Use Basecamp.pdf

Click New Project

Jinky_Tolentino_How to Use Basecamp.pdf

Then this page opens

Jinky_Tolentino_How to Use Basecamp.pdf

Enter your Project Name

Jinky_Tolentino_How to Use Basecamp.pdf

Describe your project

Jinky_Tolentino_How to Use Basecamp.pdf

Adding and Removing

Jinky_Tolentino_How to Use Basecamp.pdf

Jinky_Tolentino_How to Use Basecamp.pdf

you can invite someone to

Jinky_Tolentino_How to Use Basecamp.pdf

and give them access to

Jinky_Tolentino_How to Use Basecamp.pdf

Go to the Everyone page ...

Jinky_Tolentino_How to Use Basecamp.pdf

Then Add People:

Jinky_Tolentino_How to Use Basecamp.pdf

Type in email addresses to invite

Jinky_Tolentino_How to Use Basecamp.pdf

Then select which projects and

Jinky_Tolentino_How to Use Basecamp.pdf

Any account member can

Jinky_Tolentino_How to Use Basecamp.pdf

Admins can create projects,

Jinky_Tolentino_How to Use Basecamp.pdf

remove users from your

Jinky_Tolentino_How to Use Basecamp.pdf

and grant admin powers to

Jinky_Tolentino_How to Use Basecamp.pdf

We recommend only granting