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. 1. ase amp cA Project Management Tool
  2. 2. OpenBrowser
  3. 3. Insert cursor here
  4. 4. Typebasecamp.com
  5. 5. The Basecamp site!
  6. 6. Let’s Sign upnow like her!
  7. 7. Type full name here
  8. 8. Type companyor organization
  9. 9. Type email
  10. 10. Type password
  11. 11. Click Startyour free trial
  12. 12. The welcome page
  13. 13. Click this button
  14. 14. Your Basecamp account!
  15. 15. Let’s start creating a project
  16. 16. Click New Project
  17. 17. The new project page appears
  18. 18. Enter your project name here
  19. 19. Enter projectdescription here
  20. 20. Enter emails of your team
  21. 21. Additional field willautomatically appear
  22. 22. Click this buttonbelow the emails
  23. 23. We’ll decide who can create projects
  24. 24. This form will show up
  25. 25. Click the box todesignate a team mate
  26. 26. If you made one anAdmin, you just gaveher/him super powers
  27. 27. Click here to finish designation
  28. 28. Click Start the project
  29. 29. Wait for the project page to load
  30. 30. The project page
  31. 31. We’re going to addsome things first
  32. 32. Let’s add our firstdiscussion, click Discussion
  33. 33. The Discussion page
  34. 34. Enter Subject of the discussion
  35. 35. Click the Body
  36. 36. Text tools appears
  37. 37. Start typing body content
  38. 38. You’re done with thesubject and the body!
  39. 39. But wait! Let’s try attaching a file
  40. 40. Click this link
  41. 41. File browser appears
  42. 42. Click tiny arrow to locate file
  43. 43. Select a file
  44. 44. Click Open
  45. 45. Wait for the file to load
  46. 46. Click label here
  47. 47. Enter label for this image
  48. 48. You can use labels when searching for files
  49. 49. Click this to addmore label or…
  50. 50. Click I’m done toexit label editor
  51. 51. Let’s move to the bottom part
  52. 52. Select people youwish to notify this project
  53. 53. Then click this button
  54. 54. Wait..page issending emails
  55. 55. The discussion will now show on the project page
  56. 56. And your attached file can be downloaded
  57. 57. And notice also that this part updates
  58. 58. Let’s add a To-do list
  59. 59. Click To-do list
  60. 60. This part appears justbelow the discussion
  61. 61. Click this button
  62. 62. Click on this part
  63. 63. And type a to-do item
  64. 64. Then move to that way
  65. 65. What’s this button?
  66. 66. We’ll assign a due date for our to-do item
  67. 67. Now click it
  68. 68. Oh, a cute calendar!
  69. 69. Click a date
  70. 70. There’s your due date!
  71. 71. Now let’s assign a person, click it again
  72. 72. Click tiny arrow to assign aperson for this
  73. 73. Select ateam mate
  74. 74. Assigned date and person done!
  75. 75. Click Add more or click I’m done…
  76. 76. To edit an item,hover over the checkbox
  77. 77. Then click Edit and retype
  78. 78. To tag a to-do list as completed, click the box
  79. 79. The item will gray outand info also appears
  80. 80. Your To-do list is updated here
  81. 81. Let’s add a text document!
  82. 82. Click Text document!
  83. 83. The Textdocument page
  84. 84. Click here
  85. 85. Type a Title
  86. 86. Select Bullets
  87. 87. And type below
  88. 88. Click on the VA Project title
  89. 89. We’re back on the project page
  90. 90. Project pageupdates again!
  91. 91. Notice these changes as you work?
  92. 92. You cannot add from here anymore so…
  93. 93. Use buttons beside each feature
  94. 94. Let’s navigate main menus!
  95. 95. Click Calendar Menu
  96. 96. The Calendar page
  97. 97. All our to-do’s are syncwith the calendar page
  98. 98. Add an event? Click a box
  99. 99. The New Event pop up
  100. 100. Click here
  101. 101. Enter Title of event
  102. 102. Click here to set time
  103. 103. Add extra notes here
  104. 104. Click tiny arrow
  105. 105. Select which project the event is for
  106. 106. Click this to change to one day event
  107. 107. Already one day event!
  108. 108. Click the box to emailother people involve
  109. 109. And select from the options
  110. 110. Click Add this event
  111. 111. New event added, nice!
  112. 112. Add future events inthe coming months? Click next button
  113. 113. Click on the day and add event on that month
  114. 114. Let’s share thiscalendar, go here
  115. 115. Click Settings
  116. 116. The Settings pop up
  117. 117. Click here
  118. 118. Then click theauto fill feature
  119. 119. Click Save changes
  120. 120. You can shareother project’s calendar too!
  121. 121. Click Everything Menu
  122. 122. The Everything Page
  123. 123. Click the button youwant to see all items
  124. 124. And the to-do items will be shown
  125. 125. Let’s see what’s in the Progress
  126. 126. Click Progress
  127. 127. The Progress Page
  128. 128. Progress page lists all work done on that day
  129. 129. Now click Everyone Menu
  130. 130. In Everyone Page, everyone involve are shown
  131. 131. Up here are the people in the projects
  132. 132. Down here, companies ororganizations connected to the projects
  133. 133. You can add aperson or createa company from here
  134. 134. And edit or grantsuper powers to a person
  135. 135. Click Me Menu
  136. 136. The Me Page shows everyactivity you’ve done
  137. 137. Now let’s try the Search box
  138. 138. Go up here
  139. 139. Click on thesearch box
  140. 140. Type what to search
  141. 141. Click the pop up box
  142. 142. All objectscontaining the word “NewProject” shows
  143. 143. Select an item and you’ll bedirected to that page
  144. 144. That’s about thebasics of Basecamp!
  145. 145. Let’s go back to theprojects page, click Projects
  146. 146. Projects Page!
  147. 147. Wait, one last feature you need to know!
  148. 148. The Templates!
  149. 149. Click Templates
  150. 150. The Template willserve as your master layout
  151. 151. To avoid repeatingadding same items to a similar project
  152. 152. Let’s have a look, click this button
  153. 153. The Template Page!
  154. 154. Add items using these similar features
  155. 155. Also in the template’s editor, you have gridlines
  156. 156. To differentiate the project from the template editor
  157. 157. Here in Basecamp everything isautomatically saved
  158. 158. So when you’re done just browse to the other sections
  159. 159. Basecamp has also easy to browse sections or pages
  160. 160. When you click anitem like this one…
  161. 161. 1 2 3 3 pages are opened
  162. 162. Then just click thepage you wish to go!
  163. 163. Hey, you’re done with the basics now!
  164. 164. So this ends ourCamping on the Base!

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