Using Basecamp. Logging into Basecamp. Basecamp is an online project management tool to help keep track of project discussions, files, and events.

Transcription

1 Using Basecamp Basecamp is an online project management tool to help keep track of project discussions, files, and events. Logging into Basecamp To login to Basecamp visit: and click on Log in. Login using your issued username and password and click on Sign in. Using Basecamp - 1

2 Basecamp Interface In the Basecamp interface you will see the following: 1. Your Name with a My Info Link to add your contact information to this account (not required) and the Sign Out link. 2. Calendar display is a quick 2 week calendar view of events or tasks from the current date. 3. In the right panel is a list of all Your Projects you are involved in. 4. Groups displays each individual group with files shared with each group. (i.e. PDF's, Documents, Excel Files, etc.) 5. Archived projects is a link to projects you have worked on or completed in the past within this account. Using Basecamp - 2

3 Working within your Project (ERP Initiative Overview) Click on your project link, such as the ERP Initiative - Overview, under the Your Project panel to view that project group. There are various items you may use within your project: 1. The Overview tab will display a two week calendar view from the current date, with a link to "View the full calendar." 2. The Messages tab will allow you to send messages to group members. 3. The To-Dos tab will allow you to create and assing to-dos to group members. 4. The Calendar tab will display a full view of the calendar with events listed. 5. The Writeboards tab will allow you to create a writeboard for online discussion and collaboration. 6. The Files tab will allow you to upload and share files with the group members. 7. The People tab will allow you to view all the people assigned or involved in this project. 8. The Search tab will allow you to search for any key terms or words and filter by messages, Using Basecamp - 3

4 comments, to-dos, files, or milestones and events. 9. The links will allow you a quick way to create new messages, new to-do-list items, new events, or new files. 10. The Turn on updates will give you the option to receive a daily digest notiying you of any to-do items or milestones that were added or completed in the last day. 11. The Project RSS feed will let you stay up to date on new messages, completed to-dos, file uploads and mor in your RSS newsreader of choice. 12. People in this project lists all the people involved in the project. Posting a New Message There are two ways to post a message: 1. Click on the Post a new message button. This will allow you to create a message title, set a category, write a message, and attach any files. You may also subscribe people to recieve the notifications. (The people you select will get an when you post this message. They'll also be notified by every time a comment is added.) Using Basecamp - 4

5 2. You may also Post a message via . Using Basecamp - 5

6 View the above instructions in or der to send an to the unique address provided. Using Basecamp - 6

7 Creating a New To-Do List and Adding an Item 1. To creat a new to-do list, click on the New to-do list button. This will allow you to first give the list a name, (e.g. "Set-up for the meeting") Then you may provide a list description or add notes about the list. 2. To add a to-do list item, click on the Add an Item link under the list you wish to add an item too. Using Basecamp - 7

8 In the Enter a to-do item text box you may enter an item and then select Who's responsible for the item and set When is it due?. Under the New-to list button there is also the option to select the drop-down menu to show to-dos assigned to a person you choose. There is also the option to select a date from the Show to-dos that are due drop-down. Using Basecamp - 8

9 Adding a New Event or Milestone to the Calendar Under the Calendar tab there is the option to add a new event. Just click on the Add a new event button. Next, add the event title and set when the event will take place with the set time. Set the event in the "This is" section as an event or a milestone. Finally, click on Add this event. Adding Milestones in Bulk To add milestones in bulk. Click on the "add milestones in bulk" link next to the Add an event title. This will allow you to add up to 10 new milestones with the due dates and the party who is responsible. Using Basecamp - 9

10 Creating a Writeboard Under the Writeboards tab click on the Create the first writeboard button. This will allow you to name the writeboard. Writeboards allow group members to be able to make collaborative writing easy. There are options to track changes, make corrections, review multiple versions of a document, and write without overwriting someone else. Uploading Files to a Project To upload files click on the Files tab and then click on the Upload a file button. Using Basecamp - 10

11 This will give you the option to choose a file to upload by browsing your computer for the file. Then you may select the people you may want to notify by that this file has been uploaded. Then select the "Upload the file" button once you are done. Helpful Resources Basecamp Help: For Basecamp Help visit: Member Added to a Project: To be added to a project or have other members added to a project, contact: Leanndrea Zaczek-Turbeville Technical Support Coordinator II Enterprise Information Systems St. Edward's University leannz@stedwards.edu Phone: (512) fax (512) For One-on-One Training with Basecamp contact: Joana Trimble Gándara Computer Competencies and Training Manager Instructional Technology St. Edward's University 3001 S. Congress Ave.CM 1036 Austin, TX Using Basecamp - 11

12 Phone: Website: Using Basecamp - 12