Chase from the Basecamp team led a session covering advanced Basecamp features and workflow optimizations.
Topics included project organization, user roles and permissions, grouping via companies and groups, prioritizing and visualizing to-dos, keyboard shortcuts, calendar integrations, project templates, and external integrations.
Attendees were shown practical tips for saving time and maximizing Basecamp’s organizational capabilities.
Action Items
(No specific due dates or individual owners were mentioned in the transcript.)
Project Organization & Navigation Tips
Users can customize the project view using cards, lists, or a hybrid.
Projects can be starred for quick access, which reorders the display based on when items are starred.
Use naming conventions (prefixes) to group related projects for easier management.
Managing Users, Permissions & Invites
Account owners see all projects and users; admins see all users but only their assigned projects.
When adding new users, select specific projects they can access and assign permissions such as “can create new projects” or “administrator.” Only trusted users should be given admin rights.
The “billing liaison” can manage billing but does not have admin power automatically.
The “Everyone” page shows which users have accepted invites (names) and those pending (email addresses), with options to resend invites.
Companies & Groups Organization
Users can be organized into companies and sub-groups for easier management and assignment.
Assigning projects or sending messages is simplified by being able to select entire companies or groups rather than individuals.
To-Do List Management & Visualization
To-dos can be reordered by drag-and-drop for prioritization.
Emojis can be added for visual priority markers (e.g., numbers for levels 1-5).
Subtasks or checklist items can be managed via comments on to-do items.
Emojis can be used anywhere in Basecamp for feedback or emphasis.