11/16/2023 0 Comments Basecamp 3 calendar viewOn this menu, you can choose the ‘Make this a multi-day event’ option. To create a spanned event or milestone, click the “Add a new event button”. Spanned events as a Gantt chartīasecamp supports spanned milestones & events, which can be used to create Gantt-style charts. That gives us a spanned event that covers all the days of the project phase we need it to. The event setting is fine so we’ll add this event to the Calendar. Since we want it to span a few days, click the multi-day event link and choose the end date. Let’s click on the day we want it to start and then give it a phase title. To do that, just click on the Calendar tab to pull up this month. Phases and spanned eventsĮvents and milestones can be spanned across several days so they’re perfect for project phases. If you need to delete it, click on the event and use the small trashcan icon in the bottom right of that window. To add an event to the calendar, just click on the day you want it added, fill out the popup window, and click “Add this event." If you need to move that event, just click on it, change the date, and click that add button again. 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. You can also 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. Events don’t have checkboxes and aren’t marked late.Īn event might be “Manager meeting” while a milestone might be “Bakery“Launch." You can use events or milestones any way you’d like, of course. 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. To add an entry, click either the Add a new event button or just click on the correct date in the calendar. In the Global Dashboard, you’ll see all the milestones and events from all projects while the calendar tab in a specific project will show those for that individual project. With the Basecamp calendar, you’ll see milestones and events laid out in a typical calendar view. Events won’t shift when you shift a milestone and can’t be marked “completed." Events are not a part of templates. Events are good markers for meetings or travel plans in addition to celebrations. Syncing, integrating with external calendarsĪn event is an occasion like a meeting or lunch, which doesn’t require a responsible party or a deliverable.Connecting to an Outside Service With Basecamp’s Doors feature, you can connect to an outside service, external platform, or online file – all from within a Basecamp project. And in many cases, it can replace emails. Using the Message Board The Message Board is the perfect place to make announcements, pitch ideas, pose a question, or share progress. This video walks through how and why to change, rename, and duplicate tools. Customizing Project Tools One of the best ways to personalize a project is to customize the project tools. In this video, learn about the three main tools - Message Board, Chat, and Pings - and when to use each one. Communication Tools Basecamp communication tools are intentionally different from one another. Replace status calls or meetings while keeping everything on the record. Automatic Check-ins Ask recurring questions and gather answers all in one place. Organizing Work with Card Table Want to visually see work that progresses through stages? This video walks you through using Card Table - our unique take on kanban. You can even assign to-dos and set relative due dates in advance. Project Templates Instead of creating the same type of Basecamp projects over and over again, save time by creating a Basecamp template. Working with Clients Looking to work with clients inside of Basecamp? This video walks you through adding clients to your account, adding them to a project, and controlling what parts of a project they can see. This video does a deep dive into Basecamp’s To-do tool, including some tips to make working with to-dos even easier. Working with To-Dos Breaking down your work into tasks is critical for managing any type of project. 10 Hidden Features in Basecamp From changing your accent colors to closing comment threads - this video shows 10 Basecamp features even power users may not know about.
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