Basecamp account

Set Up an Account in Base Camp

Base Camp is a project management software program that not only enables you to create to do lists and share information with others, it allows you to track your time on certain tasks.  For a business owner this feature alone can be invaluable.  Hereís how to set up an account:

Step 1  Choose your level.  Base Camp offers six different plans with prices ranging from free to $149.00.  Choose the plan that best meets your needs and donít worry if you over or under project your needs, they allow you to change your plan quickly and easily and you get a 30 day free trial.

Step #2  Once youíve created your account you can upload your logo and change the colors of your account to better fit your business personality.

Step #3  Create logins for other people by clicking on the very last button at the bottom of the welcome page.  It says ìcreate logins for other people.î  Go ahead and click on add a person, you have been already named the administrator of the account.  Fill in the information required.  Decide if you want to give them open access to all projects, send them a note and create an ID for them.  When finished, simply click ìadd this person,î and youíre done.
 

Step #4  Check your settings.  On your dashboard page youíll see several options in your top right hand corner of your screen.  Settings is the last option.  Click it.  This is where, if you havenít already, you can change the look of your page.  You can also make security changes, add message and file categories, and modify your email notifications.

Step #5  In the same dashboard page, now click on templates.  Templates can be used for repeat tasks, however if you want to assign responsibilities youíll have to do that from within a project. You can use that template in any project you wish.

Step #6  Create your first project.  Go back to the dashboard main page and the very first thing youíll see at the top are the words ìCreate your first project.î  Click on it.  Youíll be taken to a screen where you can name your project.  Youíll also have the option of giving others access to this project. 

Step #7  Now you have the opportunity to write messages, create a to do list within your project, create milestones, create a writeboard to enable collaboration on documents, set up chats with fellow workers, track your time by using the time button and simply entering the hours you worked on a project and a description of what you did, and uploading files relevant to the project. 

Base Camp is a valuable software program because it handles a variety of project management tasks and is extremely intuitive ñ anyone can use it successfully and with ease.