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Basecamp Project Management Overview

Jul 2, 2025

Summary

  • This meeting served as a walkthrough for beginners on how to use Basecamp for project management.
  • Key features and pricing plans of Basecamp were explained, including the process for setting up projects, inviting team members, and utilizing various tools within the platform.
  • The demonstration included a step-by-step guide to creating tasks, managing files, scheduling events, and leveraging live chat within a project.
  • No decisions, action items, or follow-ups were identified, as this was an instructional overview.

Action Items

  • None

Basecamp Overview and Getting Started

  • Basecamp is an all-in-one platform for project management, offering features such as live chat, file storage, to-do lists, schedules, and more.
  • There are two pricing options:
    • Standard plan at $15 per user/month (500 GB storage), suitable for small teams.
    • Pro Unlimited plan at $300/month (5 TB storage), intended for larger organizations.
  • Basecamp provides a 30-day free trial, and clients/guests can be included at no additional cost.

Creating and Managing Projects

  • After registering on Basecamp, users land on the main dashboard, where they can view recent projects, assignments, and schedules.
  • Users can invite team members or clients, assigning access to specific projects if needed.
  • Each project allows customization of enabled tools, including:
    • Message Board: Central location for announcements.
    • To-Dos: Task lists with assignable owners and due dates.
    • Docs & Files: Upload and share documents or files.
    • Chat: Live chat functionality for team communication.
    • Schedule: Calendar for tracking dates, events, or repeated items.
    • Card Table: Visual task management similar to Trello, with cards tracking status such as "in progress" or "done."
  • Projects can be invite-only or accessible to all members.

Using Task Management Tools

  • Tasks (to-dos) can be grouped into lists, assigned to individuals, and set with due dates and notifications.
  • Completed tasks can be checked off, and new lists (e.g., editing, script writing) can be created for different workflows.
  • File management allows uploading and downloading among team members within each project.

Team Communication and Scheduling

  • Chat provides real-time team messaging and supports media such as files and emojis.
  • Schedule enables setting up events or deadlines, including repetitive events and the ability to include multiple team members.

Admin Tools and Mobile Access

  • "Admin Land" allows administrators to manage users, permissions, and project access.
  • Basecamp is available for desktop and mobile platforms, ensuring team members can stay updated on projects from any device.

Decisions

  • None

Open Questions / Follow-Ups

  • None