A Deep Dive Into Basecamp's To-Do Tool
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- čas přidán 28. 07. 2024
- Breaking down your work into tasks - or to-dos as we like to call them at 37signals - is critical for managing any type of project. In this video, Kimberly from the Basecamp Customer Success team does a deep dive into the To-Do tool in the Basecamp project management software.
Timestamps:
00:00 - Introduction
00:21 - Creating a to-do list
00:44 - Adding to-dos to a list
01:15 - Assigning to-dos and notifications
01:33 - Assigning tasks to multiple people
02:08 - Getting started with to-dos in a project
02:50 - Grouping to-dos
03:55 - Seeing progress of to-dos
04:13 - To-do list view options
04:32 - Communicating on to-dos
05:12 - Bulk assigning to-dos
05:40 - Receiving notifications when to-dos are added to a list
06:00 - Recurring to-dos
06:39 - To-do templates
06:56 - Making a to-do list template
07:42 - Editing a to-do list template
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You can learn more about Basecamp's project management software at basecamp.com/
• A Deep Dive Into Basec...
Hi Kimberly - Love your work on these customer success videos. Even though I have been with basecamp since the very early days I do find nuggets of gold in your videos. Would love to hear your thoughts on best practices around "message boards" and "docs & files" - - Here's a casual observation I'm seeing in how I'm sometimes running into work flow kinks.... Sometimes a message board starts out with the best of intentions and we use it just like it's designed to be used. Sometimes those messages turn themselves into a useful "document" - such as where a team adds screenshots and instructions on how to use an app. At that point, it would be super cool if you could turn a "message" in the message board into a document. Just a casual observation as I've been "copy/pasting" messages into a "document." My bet is this is something customers run into fairly often. Would be keen to see what 37signals thinks are best practices here. And, maybe this is a video you have already created!! - Great work Kimberly, and thank you!
Hi Chris! Thanks for being a long-time Basecamp user. Love that! I polled some folks on the Basecamp team to get some opinions about messages vs. docs, in addition to my own. The consensus is that a document works best when you want to workshop something that might change or anticipate wanting to create something that can have updated versions. While both documents and messages can be edited and have a change log, documents have the ability to go back to previous versions and have more detailed versioning information, which works really well for making updates. Message Board is best when you want to make an announcement or pitch an idea that is fairly finalized, and the discussion around the message likely won't change the overall message content. We also see (and recommend) using messages and files in combination. Because message board posts are a bit more prominent, we love to see messages that hyperlink to further developed Basecamp documents. I hope that helps! -Kimberly
Great explanation!
Thanks for watching, Micah! Hope it was helpful and showed you something new. -Kimberly
OMG when did y’all implement the todo list templates?? I’ve been wanting that for years!
It's new! Very new! Enjoy! -Kimberly
Really appreciate this video. I can't seem to find one particular feature: giving myself a to-do. Did I miss how to do this?
You can absolutely assign yourself a to-do! It's as simple as selecting your own name in the "Assigned to" area of a to-do. You can assign yourself cards as well. Hope that helps! Reach out if you have any other questions. Our team is at support@basecamp.com. -Kimberly
Are there any plans to make the to-dos interface more robust? For example, I'd love completion of a task to trigger a workflow. Or to auto-generate the date based on another task/scheduled event. And the ability to snooze a task to come back later.
Hey there! Our support team is ready and waiting to hear your ideas. Send an email to support@basecamp.com and they'll gather them together, get any necessary clarity, and share with the team. That's the best way to submit a feature request! -Kimberly
Great stuff; Can we assign to a group?
You sure can! Just know that the to-do can only be checked off one time, so when one person in the group marks it complete, the to-do is complete for everyone. -Kimberly
@@37signals A-mazing, thanks Kimberly
I’d like a limiter on who can check off a ToDo. If I assign it to person A, only myself or person A can check it off. Please.
Ooh... that's interesting! I'll pass this along to our team to let them know about your feature request. - Kimberly
I have that same request as Carl! Limits to who can check off a to-do.
Lol at the ice cream truck drive by.
Ooh, I missed that! Ha! -Kimberly
If I'm looking at my to do lists in board view - why can't I move them around? It's driving me completely crazy. All the least important lists are at the top and I can't move them. I don't want to make all the lists all over again.
I figured it out. They can be dragged, but you can't drag the right on top of the other card like I was doing. You have to get them into just the right spot. If you are using Light mode instead of Dark mode, it's impossible to see the tiny gray line so you just have to guess and keep trying. (Btw, I'm an accessibility specialist and that ain't accessible - avoid the old Apple style light gray on white like the plague, total violation of WCAG color contrast rules)
Thanks so much for the heads up! I've passed this along to our team. -Kimberly
Our team has made an update to darken that gray line when dragging your to-do list. Hopefully it's helpful. Thanks again for the feedback! -Kimberly
Is there a way to add bulk to dos? Wishing I could copy/paste lists of to dos (one per line).
Hey there! There isn't a way to import to-dos, but if the list is a recurring one, check out To-Do templates. 3.basecamp-help.com/article/66-templates#using-a-to-do-list-template. Hope that helps! -Kimberly
@@37signals nah what I mean is a copy/paste feature that can detect line breaks and ask you if you’d like to create multiple tasks. So you don’t have to copy/paste one at a time.
Ah! There isn't a way to import directly into Basecamp, but check out Zapier. It just might have what you need. From a quick look, it seems like you can add to-dos from a spreadsheet. -Kimberly zapier.com/apps/basecamp3/integrations/excel