Jennyx duarte - How to use Basecamp
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Basecamp is a simple yet effective project management web-based application. check full discussion at http://yourvirtualthinker.wordpress.com/2012/11/22/managing-projects-with-basecamp/
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Jennyx duarte - How to use Basecamp
- 1. ase amp c A Project Management Tool
- 2. Open Browser
- 3. Insert cursor here
- 5. The Basecamp site!
- 6. Let’s Sign up now like her!
- 7. Type full name here
- 9. Type email
- 10. Type password
- 11. Click Start your free trial
- 12. The welcome page
- 14. Your Basecamp account!
- 15. Let’s start creating a project
- 17. The new project page appears
- 18. Enter your project name here
- 20. Enter emails of your team
- 21. Additional field will automatically appear
- 22. Click this button below the emails
- 23. We’ll decide who can create projects
- 24. This form will show up
- 25. Click the box to designate a team mate
- 26. If you made one an Admin, you just gave her/him super powers
- 27. Click here to finish designation
- 28. Click Start the project
- 29. Wait for the project page to load
- 30. The project page
- 31. We’re going to add some things first
- 32. Let’s add our first discussion, click Discussion
- 34. Enter Subject of the discussion
- 35. Click the Body
- 37. Start typing body content
- 38. You’re done with the subject and the body!
- 39. But wait! Let’s try attaching a file
- 40. Click this link
- 42. Click tiny arrow to locate file
- 43. Select a file
- 44. Click Open
- 45. Wait for the file to load
- 46. Click label here
- 47. Enter label for this image
- 48. You can use labels when searching for files
- 49. Click this to add more label or…
- 50. Click I’m done to exit label editor
- 51. Let’s move to the bottom part
- 52. Select people you wish to notify this project
- 53. Then click this button
- 55. The discussion will now show on the project page
- 56. And your attached file can be downloaded
- 57. And notice also that this part updates
- 58. Let’s add a To-do list
- 59. Click To-do list
- 60. This part appears just below the discussion
- 62. Click on this part
- 63. And type a to-do item
- 64. Then move to that way
- 66. We’ll assign a due date for our to-do item
- 67. Now click it
- 68. Oh, a cute calendar!
- 69. Click a date
- 70. There’s your due date!
- 71. Now let’s assign a person, click it again
- 72. Click tiny arrow to assign a person for this
- 74. Assigned date and person done!
- 75. Click Add more or click I’m done…
- 76. To edit an item, hover over the checkbox
- 77. Then click Edit and retype
- 78. To tag a to-do list as completed, click the box
- 79. The item will gray out and info also appears
- 80. Your To-do list is updated here
- 81. Let’s add a text document!
- 84. Click here
- 85. Type a Title
- 86. Select Bullets
- 87. And type below
- 88. Click on the VA Project title
- 89. We’re back on the project page
- 91. Notice these changes as you work?
- 92. You cannot add from here anymore so…
- 93. Use buttons beside each feature
- 94. Let’s navigate main menus!
- 97. All our to-do’s are sync with the calendar page
- 98. Add an event? Click a box
- 99. The New Event pop up
- 100. Click here
- 101. Enter Title of event
- 102. Click here to set time
- 103. Add extra notes here
- 104. Click tiny arrow
- 105. Select which project the event is for
- 106. Click this to change to one day event
- 107. Already one day event!
- 108. Click the box to email other people involve
- 109. And select from the options
- 110. Click Add this event
- 111. New event added, nice!
- 112. Add future events in the coming months? Click next button
- 113. Click on the day and add event on that month
- 114. Let’s share this calendar, go here
- 115. Click Settings
- 116. The Settings pop up
- 117. Click here
- 118. Then click the auto fill feature
- 119. Click Save changes
- 120. You can share other project’s calendar too!
- 121. Click Everything Menu
- 122. The Everything Page
- 123. Click the button you want to see all items
- 124. And the to-do items will be shown
- 125. Let’s see what’s in the Progress
- 126. Click Progress
- 127. The Progress Page
- 128. Progress page lists all work done on that day
- 129. Now click Everyone Menu
- 130. In Everyone Page, everyone involve are shown
- 131. Up here are the people in the projects
- 132. Down here, companies or organizations connected to the projects
- 133. You can add a person or create a company from here
- 134. And edit or grant super powers to a person
- 135. Click Me Menu
- 136. The Me Page shows every activity you’ve done
- 137. Now let’s try the Search box
- 138. Go up here
- 139. Click on the search box
- 140. Type what to search
- 141. Click the pop up box
- 142. All objects containing the word “New Project” shows
- 143. Select an item and you’ll be directed to that page
- 144. That’s about the basics of Basecamp!
- 145. Let’s go back to the projects page, click Projects
- 146. Projects Page!
- 147. Wait, one last feature you need to know!
- 148. The Templates!
- 149. Click Templates
- 150. The Template will serve as your master layout
- 151. To avoid repeating adding same items to a similar project
- 152. Let’s have a look, click this button
- 153. The Template Page!
- 154. Add items using these similar features
- 155. Also in the template’s editor, you have gridlines
- 156. To differentiate the project from the template editor
- 157. Here in Basecamp everything is automatically saved
- 158. So when you’re done just browse to the other sections
- 159. Basecamp has also easy to browse sections or pages
- 160. When you click an item like this one…
- 161. 1 2 3 3 pages are opened
- 162. Then just click the page you wish to go!
- 163. Hey, you’re done with the basics now!
- 164. So this ends our Camping on the Base!