Getting started

Getting started

Welcome Email and Login - By now, you probably have a handy email in your inbox with your login credentials for the Basecamp project management system. It's time to login and get your project started.

• Click on the link and enter your username and temporary password

• Click on the "My info" tab on the top right to change your password to one you can remember

• Save changes to update your account

• You can even add a photo for that personal touch!

Taking it all in

Taking it all in

Overview Dashboard - You can get a bird's eye view of your project from this area. The dashboard shows the latest activity across your projects, upcoming dates and milestones and user activity.

• Message, comment and to-do activity is listed on this page

• Anything due in the next 14 days is listed at the top of the page

• Late items appear at the top in red

• Get direct access to any section of the site by clicking on the linked update

See where you're headed

See where you're headed

Milestones - This area shows you the key points on the timeline of your projects. Each milestone can be associated with to-do lists that must be completed to satisfy the milestone.

• Make sure to review the dates to ensure they match up with your project goals

• These dates are subject to change based on the progress of the project

• Anything overdue will be in red to get your attention

• You will be notified if milestones are ever moved or changed

Do your part

Do your part

To-dos - You can view all the to-dos of your project on this page, as well as view the responsibilities you will have in order to make the project a success.

• To-dos are organized in separate lists based on the phase of the project they relate to

• Track time based on the work performed on the to-dos

• If you have input or questions about a to-do, you can mouse over it and click on the comment icon to add your input

• Filter to-dos to just see what's assigned to you

Stay Involved

Stay Involved

Message System - The heart and soul of Basecamp! We use messages for the majority of our project communications. It creates an easily-searchable centralized repository of all of our correspondence.

• When posting a message you choose the team members from both your company and ours that you want included in the message thread

• Attach files or docs just like in emails

• Email notifications are sent to the included parties each time a message is posted

• You can reply to notification emails, which will automatically be posted to Basecamp as a message comment

Stay Organized

Stay Organized

Files - This is where all the contracts, project assets and other files will be stored and made accessible to everyone on the project.

• Just like messages, you will receive notifications when a new file is posted or updated

• Files posted in Messages also show up in this section

• Add any assets that have been requested to this section and notify the person who requested them

Use it!

Use it!

The best way to insure the health and success of a project is to be an active participant. The best way to do that is to use this tool that has been incorporated into the process. Post messages, read comments, share files, be a part of the project and a part of its success.

• Don't be afraid to start your own message threads. New threads for new topics help keep things clear and organized

• Feel free to poke around; this system is here for you to use

• Ask us if you have questions or need help. You should feel comfortable using Basecamp all the time

• There's no time like the present, so get started now!

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