Prepared by

Stephen Sungkip

What is Basecamp?

A web-based project management software

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What is Basecamp?

Tool widely used by organizations to manage projects online

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What is Basecamp?

Brings project managers, team members and clients together in one complete and unified application

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Note:

This guide gives an introduction to using Basecamp. A FREE version was used.

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Note:
With FREE version, you only have (one) free-project plan  File-sharing not allowed

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Note:

You can always Upgrade, Downgrade or Cancel account anytime by visiting your account

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To use Basecamp, you need to create an account

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Basecamp offers several paid accounts, and also a FREE account.

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First, navigate to www.basecamphq.com

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Then click on See Plans and Pricing

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Hidden at the bottom of the page is a small link to a free plan

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Click free plan button if you don’t want to buy

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Next, enter the information shown at the right diagram

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Click Create my account

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Immediately, you will be directed to your Dashboard

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You may click on “Create your first project” button immediately

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Or watch the video tutorial to help you get started

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And decide to

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You can edit your personal information

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Click on “My info” in the upper-right side of your account

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Edit your personal information

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Then click “Save changes”

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Create a Project option appears immediately in your Dashboard after creating an account

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Click on “Create a new project”. This will appear

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Enter name of your project

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Set who can access your project

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Click “Create this project”

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This will show up:

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The dashboard show these different functions:
 Overview
 Messages  To-Dos

 Milestones
 Writeboards

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As administrator, you can add people to collaborate on your projects

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To add people, click on “People & Permissions”

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Click “Add a new person”

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Enter all pertinent information inside box about the person

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And click “Add this person” tab after

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Also you’ve power to remove people from your project and change permissions at any time

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Posting the First Message

To post your first message, click “Post the first message”

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Posting the First Message

This window appears:

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Enter title and set your category

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Enter your message in the box

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After typing in your message, set your privacy settings

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When done, click “Post this message”

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You may also email your message to others

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Edit your message or delete it

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Creating First Do-List

To Dos are tasks needed to complete a milestone and ultimately a project

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Creating First Do-List

You can assign it to yourself or others collaborating on your project

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Creating First Do-List
Click on “To-Dos” from your Dashboard

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Creating First Do-List

Next, click “Create the first to-do list”

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Creating First Do-List

Create a list name and description

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Creating First Do-List

Click on “Create this list” when finished

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Creating First Do-List

Next, enter a to-do item

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Creating First Do-List

Designate person responsible and due date

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Creating First Do-List

Finally, click “Add this item”

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Creating First Do-List

Your To-Dos items will appear underneath To Dos tab as shown below:

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Creating First Do-List

You can also show To-Dos assigned to

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Creating First Do-List

And due dates of your To-Dos

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Adding Milestones

Milestones is a way to track major achievements in your project progression

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Adding Milestones

Click on “Milestones” tab

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Adding Milestones

Click “Add the first milestone”

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Adding Milestones
Enter a title

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Adding Milestones
Set due date

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Adding Milestones
Identify who is responsible

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Adding Milestones
Click on “Create this milestone” tab when finished

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Adding Milestones
It will appear underneath “Milestones” tab as shown below:

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Adding Writeboards

Makes collaborative writing easy  Review, edit multiple documents

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Adding Writeboards

Click on “Writeboards” tab

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Adding Writeboards

Click “Create the first writeboard”

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Adding Writeboards

Enter name of your writeboard

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Adding Writeboards
And click “Create a new writeboard”

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Adding Writeboards
Write your notes inside the box

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Adding Writeboards
After your message, click “Save this writeboard”

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Tracking Your Project

Basecamp functions make tracking of project To-Dos and Milestones easy

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Tracking Your Project

Checks off box of “To-dos” and “Milestones” when done

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Tracking Your Project

Check “Overview” tab to check overall view of the project status

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Tracking Your Project

“Overview” tab shows status of all activities that recently happened on your site

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Completing a Project
All completed To-do’s and Milestones are shown with strikethrough mark

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Completing a Project

You can delete completed project/s from your Basecamp site

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Completing a Project
Navigate to “Project Settings” (located in the upper-right corner of screen)

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Completing a Project
This window will appear. Simply click “Yes, I understand — delete this project “

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Completing a Project
All deleted projects can not be undone. So be careful

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End of the guide
Thank you and I hope you have found this useful

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