This helps us lay out the project from start to finish to make sure each project plan is realistic and achievable. Basecamp goes a long way in helping us meet our three promises:ġ) We will set reasonable timelines and meet them.īasecamp Task Manager lets us add tasks, assign them to individual team members, and set deadlines. Having all communications about client projects in a central place keeps our team on track and our clients informed.
Switch Video is an animation company that makes videos that “explain what you do.” At the company blog, Andrew Angus explains how Basecamp helps Switch keep its promises. Thanks for your patience while we developed the new calendar feature. This feature came directly from customer requests and feedback. Now you don't have to go into a project to add an item to that project's calendar. When you add an event or milestone from the global Dashboard calendar, you'll see a pulldown that lets you select the appropriate project. The 14-day view on the Dashboard and Overview screens have been updated as well.Īnd here's a real bonus: You can now add events or milestones to any project on the calendar on the Dashboard. You can even use spanned events to label project phases. Spanned events let you designate events that last more than one day. You can use events or milestones any way you'd like, of course. Events don't have checkboxes and aren't marked late.Īn event might be "9am Team breakfast" while a milestone might be "Client review and signoff" or "Launch". A milestone has a checkbox and is marked late if the date passes without the checkbox being checked off. When you add something to the calendar you'll see two options: You can make the item an event or you can make it a milestone. The "Milestones" has been replaced with the "Calendar" tab in your projects and on the Dashboard. Today we're proud to release the brand new Basecamp calendar. Over the past few months we've been hard at work building out this top customer request. Today we introduce the new Basecamp calendar Things like meetings, appointments, lunches, someone's out on vacation, phone calls, etc. They liked the milestones functionality, but they wanted to be able to add and view their milestones in a traditional calendar layout.įurther, they wanted to add items to the calendar that weren't major project milestones. Over the years our customers have been asking for a proper calendar to replace the basic list of milestones. Milestones were used to keep track of major dates in a project (phases, launches, deliverables, etc). Since launching Basecamp in February of 2004, Basecamp has had a feature called Milestones. Outstanding Occasions is co-owned by Heather Crabtree (left) and Jennifer Thinnes (right).
In the second part ( Basecamp for Wedding Business, Part 2), Outstanding Occasions walks through the actual Basecamp process it uses for wedding planning. The mentees are the only clients that we share files with.
#Basecamp 3 permissions pro#
We have a Main Office (which includes our document templates for our company and wedding pro packages and pricing), Mentorship file (where we keep all of our internal documents for the mentorship program), Business Book Library (where the Outstanding team members share their business book reviews of the business books that we all have read), Owners File (where we keep internal documents for Jennifer and I only), and then we create a new project for each new client that we get (but again, we use it internally only and do not share it with our clients.) As stated above, we also have a separate project set-up for each mentorship clients. It acts as our complete virtual office for Outstanding Occasions. Internal Company Use: Another way to use Basecamp is internally for your company (which is nice if you have more than a team of 1.) This is how we use Basecamp for our wedding planning side of our company. Cynthia Martyn Events and Andria Lewis Events are two wedding planners that do this.Ģ. There are several planners that use this model of Basecamp and actually include the login page on their website. We DO use this model for our mentorship clients.
We actually do NOT use Basecamp in this way for our wedding clients. This might work really well for your business and your clients. Client Login: You can create a new project for each client and assign them a login so that you can give them tasks, share timelines and important documents they need to complete or allow them to collaborate on the wedding design.
#Basecamp 3 permissions how to#
Outstanding Occasions, an event planning company, recently posted about how to use Basecamp for a wedding business.ġ.
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