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Transcript of Basecamp Training
Learning the Dashboard
Establishing Users Step 1: Your Current Projects Business Unit
Project Name Upcoming Milestones Latest Messages/Files Enter the Basecamp URL Here Sign In Here with Your Personal Username & Password Two Options: Add a new company
add a client or team member under an existing company Step 2 : Create a name for your project
ALWAYS give another company access
Click "Create this project" Create A Project: Screen 1 Listed here are the main functions of Basecamp. Before we venture into this department, make sure you set up the "Project Settings". Create A Project: Screen 2 In the overview page announcement, include:
ALWAYS Check to display on overview page. Create A Project: Screen 3 Basecamp Tools Messages WE DO NOT CURRENTLY USE THIS FUNCTION Archiving Step 4: Contact David at:
David.Maynard@pearson.com QUESTIONS? Messages To-Dos Calendar Writeboards Files Calendar To-Dos Files Writeboards Messages Creating A Project Step 3: To-Dos Calendar Select a date
Enter a Milestone & Assign
Enter an Event Writeboards Time Files Select your file Notify People of Your File Upload New Version of Same File
Person who uploaded Search your files by: Click "Archived" Go to "Project Settings" To Retrieve: Select "Your Archived Projects" from the overview page Select your archived project Click "Project Settings" Switch radio dial from "Archived" to "Active" and SAVE