Jason led a walkthrough on how to use Basecamp project templates, highlighting practical setup for onboarding new team members.
He demonstrated creating a new project from a template, emphasizing the ease of reusing structured content for repetitive processes like onboarding.
The session was informational and intended to answer Charles's question about template usage in Basecamp.
Action Items
Jason: Respond to any additional questions posted in the video comments.
Basecamp Templates Overview
Basecamp allows users to create project templates that can be reused, preventing the need to recreate project structures from scratch for recurring processes.
Templates can include preset tools and content, such as message boards with welcome announcements, grouped to-do lists for managers and new hires, and essential documents or links for new team members.
Examples provided included a template for onboarding new programmers, which contains step-by-step to-dos split by role (manager/people ops and new hire) and week, as well as links to key internal resources.
When instantiating a project from a template, all preset content is automatically copied and can be updated or reassigned as needed to the new team member.
Decisions
Use Basecamp templates for repetitive project setups — Easily replicates onboarding and similar processes, saving time and ensuring consistency.
Open Questions / Follow-Ups
Awaiting any further questions from viewers in the video comments for Jason to address.