how to use basecamp - a project management tool (2015)
TRANSCRIPT
How to use BasecampA project management tool
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What is Basecamp?It’s an online tool that makes project management and collaboration easy.
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It helps you manage multiple projects at a time …
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with to-do lists file sharing chatting
messages calendars time tracking
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So, how to get started?
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Go to your browser
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Type basecamp.com
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The Basecamp site!
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Type your name
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Type your company name
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Type your email
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Click button to start free trial
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Congratulations!
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Click “skip it” to start right away
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OR fill up basecamp’smini survey
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Welcome to your dashboard
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Let’s start make your project
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A project is the heart of basecamp
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It is a workspace where you collaborate with your team and collect your discussions, to-
dos, documents and files all in one place
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Click “+”
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Type Name of Project
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Type Description
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Invite people for group projects!
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You can use their email
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Their names if they already have a basecamp account
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Or a company name to add to the list
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Everyone you invite will get an
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With a link toyour project
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Click here to give inviteeadditional “powers”
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And select according to your wish
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Don’t forget to include a welcome message for your team
If you are working with a client
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You can invite him here
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Click to Start the Project
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Welcome to your project
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Now let’s add some details
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Click to add a message
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Type subject
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Type message
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Click to attach file from computer
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Select file or picture
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You now have attached a file
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You now have attached a file
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Click to share this post with others
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Click to Post Message
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You now have your first post
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Click to make a to-do list
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Give the list a title
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Click to save and start adding to-dos
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Type list
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Assign task to team members
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Assign due date
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You can also attach file
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Click to add this to-do
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And you have now yourfirst to-do list
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Updates is shown at the top of your post.
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Click to add Events
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Six weeks calendar will be shown
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Click a date you want to add the event
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Click title of event
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Click to add time
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Click to post
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You now have your event
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Click again to make changes
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Change period of event
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Click to set Repeats
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Click to Save changes
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Upcoming events will show here
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Click to add text document
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It allows you to create a document withthe team and collaborate
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Type title of document
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Type content
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Click to Save
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Click to Edit
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You can also discuss this document
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And invite others in the discussion
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Notice the change in the project page
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Click to add additional text document
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Click to add additional text document
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Click to create new document
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or Click here
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Let’s discuss now the MAIN MENU
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Click “Calendar”
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You’ll see the calendar summary
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It is synced to all of your projects
basecamptutorial
September Calendar Activity
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Click calendar date to add event
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This will be saved in General category
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You can also add a new calendar
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and color code
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Click “categories” to filter
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calendar events
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Only calendars related to projects can be shared
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Click name of project
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Click settings
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Click for change in access
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And insert email of people you want to invite
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Click “Everything”
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To see all about your projects
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Click to see all discussions
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all discussions
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Click to see all “to-dos”
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“to-dos”
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Click to see all files
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files
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Click to read all text documents
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text documents
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Click to see all deleted items
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Click to see all deleted items
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Click “Progress”
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Progress page
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Shows all work done that day
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Click “Everyone”
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To show everyoneyou are working with
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From here you can also add your team
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Enter person’s email address
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Choose their access
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Choose their superpowers
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Send the invitation
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And you have a team member joined in
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Click to add a group/departmentfrom your company
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Add name of group and people in this group
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Click to Create the Group
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And now you have a Group
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Searching within your projects is easy
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Type in your keyword
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And it will list search
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Tipswhile working with Basecamp
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1. Use that Star
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To make a sticky post of that project
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2. Change view layout
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Default Layout
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To see sticky post only
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To see projects in list view
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3. Use Templates
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For creating same project layout
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Click to make a new template
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Start building the template
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Differentiate the project editor from the template editor
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Click to copy from an existing project
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Select from existing project
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Copy in progress
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Template is now ready!
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You can now edit the template
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And that’s the basics of Basecamp
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Thanks for learning with abbie
Credits:
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Simple
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Thank you
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