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Basecamp: The basics

Posted by on Feb 9, 2012 in Uncategorized | No Comments

If you’ve ever worked with us you will probably be familiar with Basecamp™.

Its a simple online project management tool that our clients tell us they find invaluable. Collaboration is the name of the game these days and we regularly work with external consultants, copywriters, freelancers, specialist developers, photographers and clients that work from offices across the globe. Basecamp brings all of these people and resources together for a seamless experience. On this page we cover the basics in case you’re new to Basecamp or just want a brief introduction to the main features and tools.

 

1. Invitation to join Basecamp


If this is your first project in Basecamp you will receive an invitation email from us that looks something like the image above. It contains a link to register your username and password. Once you have completed this simple step you have full acccess to the project(s) relevant to you.

 

2. Basecamp overview

Once you’ve logged in you arrive at the dashboard which gives you a quick overview of the project you’re working on and shows all of the tools at your disposal. For complex projects you may well find you need the whole range of tools Basecamp offers, but for most projects we find the commonly used tools tend to be the ‘Messages’ board, the ‘To-Do’ area, the ‘Calendar’ and the ‘Files’ area. Below is a brief explanation of each of these areas.

 

3. Messages


On the message board you can add a range of content for general discussion. So for example a photographer could post three suggested images for use on say, the homepage of a website or the cover of a brochure. When posting the images he/she can select the people to send the message to, a discussion between these people can take place and an a solution arrived at with any relevant notes. The benefit of working this way as opposed to by email is that all communications, decisions, information and files are kept with the relevant project and not clogging up your inbox, scattered across servers and various mobile devices. This makes it easy to put your hands on what you need, when you need it.

 

4. To-Do lists


As the name would suggest this is a list of ‘To-Do’ actions that project participants can add to and assign to various project team members. It tracks these items as they become completed and has the facility to query any items with the author or open up the discussion to other team members. This proves invaluable on larger projects as it is a clear and straight-forward method to apply, track and check off revisions and changes.

 

5. Calendar


This is a very straight-forward online calendar. It allows you to insert events or milestones and assign them to the relevant team member. It warns you via your email or mobile device as events or milestones approach, making sure you don’t miss anything.

 

5. Files


This is where all project-related files are uploaded and tracked. You can alert anyone on the team that a new file has been added and its easy to stay on top of the most recent or relevant files. Older files can be archived and there’s a good ‘paper trail’ of what files have been added and what’s still missing.

As well as these features Basecamp has free apps for mobile devices which makes it easy to keep track of projects whilst on the move.

So that’s the basics of Basecamp. Hopefully it will help you get started but get in touch if you want a more detailed tour. Remember you can always access the Basecamp log-in screen from the footer link on our website.