The meeting provided a comprehensive walkthrough of Basecamp's "To-do" tool, covering list and task creation, assignment, scheduling, grouping, bulk actions, recurring tasks, and templates.
Tips were shared on organizing, assigning, and tracking tasks effectively, along with using templates and notifications.
No key business decisions were made as this was an instructional session, not a project or planning meeting.
Attendees were guided on best practices to optimize task management within Basecamp.
Action Items
(No actionable items or assignments were mentioned during this instructional session.)
Basecamp "To-Do" Tool Overview
To-do lists should represent overarching areas or phases of a project.
Each to-do item can include details, deadlines, assignees, and notes; deadlines prompt notifications before and on the due date.
Tasks can be assigned to multiple people but can only be checked off once; for individual tracking, separate tasks per person are preferred.
To-do lists and tasks are easily editable; tasks can be reassigned, rescheduled, rearranged, and moved across lists.
Organizing and Grouping To-dos
To-dos can be grouped within lists for further organization (e.g., by priority, department, or status).
Groups can be created during list setup or by selecting multiple tasks; groups can be named and color-coded.
Tasks and groups are draggable for easy reorganization.
Views, Tracking, and Communication
Lists display task progress with item counts and pie charts at both list and global project levels.
Both list and card views are available; cards can be color-coded and reordered.
Discussion and collaboration around tasks is streamlined—comments, mentions, and attachments stay connected to each task, with a record of activity.
Productivity Tips and Features
Bulk-assignment: Multiple tasks can be assigned to a single user in one step.
Notifications: Individuals can opt in to be notified when new to-dos are added to a list.
Recurring tasks: To-dos can be set to repeat at custom intervals, with automatic regeneration upon completion.
To-do list templates: Users can create reusable templates for recurring task sets (e.g., for blog posts, onboarding), which can be edited and managed easily.