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2015 – Eileen B. Gonzales ACE Virtual Professional|https ://eileengonzaless.com 1 How to Use Base camp

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Page 1: How to use Basecamp

2015 – Eileen B. Gonzales 12015 – Eileen B. Gonzales 1ACE Virtual Professional|https://eileengonzaless.com 1

How to Use Basecamp

Page 2: How to use Basecamp

2015 – Eileen B. Gonzales 22015 – Eileen B. Gonzales 22015 – Eileen B. Gonzales 2

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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Let’s now start creating a

project

Credits: (http://pixabay.com/en/qudratisch-wooden-sign-gears-273424/)

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Start by clicking”New

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 let’s 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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Let’s 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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Let’s 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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Let’s 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

2015 – Eileen B. Gonzales 80

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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

2015 – Eileen B. Gonzales 82

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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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Let’s 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, let’s 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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Let’s 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, let’s 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 that’s about the

basics of Basecamp

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Lastly, let’s go to “Me”

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You will see this page

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This is the list of activities

that you’ve done

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Well, that’s 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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2015 – Eileen B. Gonzales 146

Unity is strength... when there is

teamwork and collaboration,

wonderful things can be achieved.

--Mattie Stepanek