This meeting provided a comprehensive walkthrough of using Basecamp as an all-in-one project management tool.
The session covered account setup, plan selection, project creation, and organization of tasks using lists and card tables.
Key Basecamp features such as message boards, to-dos, scheduling tools, file management, and in-app communication were demonstrated and explained.
Action Items
None noted in this tutorial session.
Getting Started with Basecamp
Sign up at basecamp.com, choosing either the per-user or Pro Unlimited plan.
A free 30-day trial is available, and no credit card is needed during the trial period.
Users create an account by providing name, email, organization, and password.
Project and Task Setup
Projects can be created from the Home section, with options to use templates for repeated processes.
During project setup, users select relevant tools (message board, to-do list, docs/files, chat, schedule, card tables) and assign team members.
The message board functions like Slack or Discord for project communication.
Task Management and Organization
To-dos are organized within lists under each project (e.g., brand development, inventory management).
Tasks can be assigned to individuals, set with due dates, and marked as recurring.
Task descriptions can be added for clarity.
Task completion status is visible, helping track project progress.
Card Table Usage
Card tables provide a visual way to manage tasks that require group effort or long-term tracking.
Users can create separate columns or cards, move tasks through different stages (triage, in progress, done), and use this for ongoing project elements.
Documentation and Communication Features
The Docs & Files section allows sharing and storage of images, spreadsheets, and other essential files.
The message board is used for team announcements, while chat supports real-time communication.
Decisions
None made—session focused on tutorial demonstration.