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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