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Basecamp Features Overview

Jul 2, 2025

Summary

  • The meeting provided a comprehensive walkthrough of Basecamp, focusing on its core features: project management, task assignment, document sharing, team communication, and scheduling.
  • Pricing plans were compared, including limitations of the free plan versus the paid options.
  • Each major functionality (templates, message board, to-do lists, file sharing, chat, scheduling, project tracking, and notifications) was demonstrated or explained.
  • No major decisions were made, as this was an instructional tutorial.

Action Items

  • None noted in the transcript.

Basecamp Pricing and Account Setup

  • Compared three Basecamp plans: Free (limited to 1 project and 1GB storage), Plus (500GB storage and added support/features), and Pro Unlimited (full features).
  • Walked through account creation: name, email, organization, and password setup.

Creating Projects and Using Templates

  • Demonstrated creating a project using templates, including naming and client visibility settings.
  • Noted potential issues with template use; provided workaround to start from scratch if needed.

Message Board

  • Showed how to post team announcements and start topic discussions.
  • Team members can comment on messages to facilitate conversation and brainstorming.

To-Do Lists

  • Explained differences between list and card views for to-dos.
  • Detailed creation of lists (e.g., “Video content”), adding tasks or subtasks, assigning tasks, and tracking progress.
  • Outlined editing, moving, tracking, and deleting tasks.
  • Highlighted notifications for new to-dos.

Docs and Files

  • Walked through uploading, drafting, and sharing documents with the team.
  • Explained advantages of greater storage in paid versions and integration with Adobe Creative Cloud.

Chat and Team Communication

  • Demonstrated real-time team chat for informal communication, similar to Slack or Discord.
  • Team members can reply, use emojis, attach documents, etc.

Scheduling and Calendar

  • Showed how to schedule events/meetings, specify date/time, invite team members, and share video call links.
  • Scheduled events notify all relevant team members.

Project Tracking: Lineup, Needle, and Activity

  • Introduced Lineup for visualizing project timelines, start/end dates, and milestones.
  • Explained use of the "needle" feature to indicate project status or concerns.
  • Activity feed and notifications allow tracking of all project updates and user actions.

User Personalization and Notifications

  • Demonstrated filtering activity feeds by project or team member.
  • Users can review their assignments, schedules, bookmarks, and posts.
  • Basecamp offers features for boosting posts and finding teammates within the platform.

Decisions

  • None made—this session was a tutorial/walkthrough.

Open Questions / Follow-Ups

  • None documented in the transcript.