Keeping Our Bases Covered.
Because our team juggles so many open projects at any given time, we needed a place and way to track the progress of these various projects. It had to be a centralized area that each team member could access at any time, it had to be a tool that was easy to use, and it had to allow us to share information directly with our clients. We needed the ability to store and share project files, set up and assign tasks, and communicate with each other within the context of each project.
Enter Basecamp, www.basecamphq.com.
Basecamp by 37signals (www.37signals.com) is a fantastic and intuitive web-based project collaboration tool that allows us to do everything we need to do for our internal and client projects, plus more. It resides strictly on the internet hosted by 37signals’ web servers.
Our Basecamp account is safe, private, and secure – it’s password-protected. The beauty of this arrangement is that all we need is an internet connection and a web browser and we can access our projects from virtually anywhere. The same goes for our clients.
It’s easy to add our own team members to various projects or to add client members to various projects. We can restrict access of each individual using a simple permissions system that allows us to specify who can see what.
There is also a handy Messaging system that works very much like email and we can either share a message or make it a private so that internal communication can only be read by our team.
Here is a breakdown of some of the various sections and features our team uses the most:
The Dashboard
The Dashboard serves as our home base. It gives us a bird’s-eye view of our various projects and any new developments.
From here, we can view all our clients and projects on one screen. In the main content area on the left is a Late & Upcoming Milestones box. Any late items show up at the very top of this box. Anything due in the next 14 days shows up directly below this within a snapshot of a calendar in days format. Then right below this, all latest activity across projects is listed. Anything from the newest Milestone to the latest Comment, or from the most recent message to the latest revision of a File, is listed here.
Directly to the right of the main content area is a column that contains our company logo (this was uploaded by us) at the top. Below this is a “Create a new project” button. Then below this is the list of Your Projects.
Create New Project
The Create New Project button is obviously very important and is the starting point for using Basecamp. Once we click the button, we’re able to name the project and choose who can access it. We usually name a project by company name. If the company has us working on more than one project, we’ll create a new Basecamp project for each, while using any client-provided acronyms or subtitles for the new projects’ names. Basecamp then gives us a choice as to who should be able to access the project: “just our company for now” or “a client or another company, too.” We leave the default radio button “just our company for now” checked and click “create this project.”
People & Permissions
Using the People & Permissions tab, we can go into a new project and add access permissions. From here we can add people, remove people, and change permissions. Basecamp has it set up so we can add the client’s company and its team members, as well as our own internal team members. We set up a team member by filling out his/her email address, creating a Basecamp username and password, and sending a Basecamp invitation to that member’s email address. The invitation contains a default welcome message providing a link to the specific Basecamp project page for that company and the member’s username and password. The invitation is sent from Basecamp with a single click. Other member information can also be filled in including title, phone number, fax number, etc.
File Sharing
File sharing for our group is crucial. We share internal documents for the team’s eyes only (files set to private) as well as documents for our clients. Files like sitemaps, powerpoints, meeting notes, and project plans are the kinds of things we post. Basecamp allows us to save new file versions without overwriting the originals. All file versions remain accessible by whoever has permission. We can add, delete, and edit a description line for each file and each file version. We can also delete an entire file or file version. Files can also be attached to messages.
Messages
Messages in Basecamp work just like email only they are project-specific. We click to a specific project, write a message in Basecamp, click send, and the message will arrive at whatever email address(es) we have specified in Basecamp for that individual project’s members. We can specify who receives and who doesn’t receive a message by checking or leaving blank a checkbox next to member names. If it is a public message, anyone who has access to a particular project can sign into the Basecamp project page and view the message even if the message wasn’t sent to him/her. However, just like with files, we can set a message to private which means only our internal team can view and respond to it. Any replies, whether sent via email or added as a comment within Basecamp, post directly to the project. It’s a great way to track and record any and all project-related communication without crossing over into non-related projects and causing confusion.
Additional tools on Basecamp (depending on which package you subscribe to) can include To-Do Lists, Milestones, Writeboards, Chat, and Time Tracking. While just as intuitive and feature-rich as the other tools, our team rarely uses these, opting for other applications and custom methods to get the job done.
Pricing
As of this writing, there are three monthly plans to choose from. Taken from the Basecamp website, here are the plan descriptions:
Basic $24/month
Built for smaller businesses.
15 Active Projects
3 GB of space for files
Unlimited Clients/Users
Plus $49/month
Most popular, best value
35 Active Projects
10 GB of space for files
Unlimited Clients/Users
Time tracking
SSL Security
Max $149/month
The best, top of the line
Unlimited Projects
50 GB of space for files
Unlimited Clients/Users
Time tracking
SSL Security
Free Campfire Premium
All plans come with a 30-day free trial. If you’re looking to get your business communications organized, centralized, instantly accessible, and secure, give Basecamp a try. Our team is very happy with it.
Enter Basecamp, www.basecamphq.com.
Basecamp by 37signals (www.37signals.com) is a fantastic and intuitive web-based project collaboration tool that allows us to do everything we need to do for our internal and client projects, plus more. It resides strictly on the internet hosted by 37signals’ web servers.
Our Basecamp account is safe, private, and secure – it’s password-protected. The beauty of this arrangement is that all we need is an internet connection and a web browser and we can access our projects from virtually anywhere. The same goes for our clients.
It’s easy to add our own team members to various projects or to add client members to various projects. We can restrict access of each individual using a simple permissions system that allows us to specify who can see what.
There is also a handy Messaging system that works very much like email and we can either share a message or make it a private so that internal communication can only be read by our team.
Here is a breakdown of some of the various sections and features our team uses the most:
The Dashboard
The Dashboard serves as our home base. It gives us a bird’s-eye view of our various projects and any new developments.
From here, we can view all our clients and projects on one screen. In the main content area on the left is a Late & Upcoming Milestones box. Any late items show up at the very top of this box. Anything due in the next 14 days shows up directly below this within a snapshot of a calendar in days format. Then right below this, all latest activity across projects is listed. Anything from the newest Milestone to the latest Comment, or from the most recent message to the latest revision of a File, is listed here.
Directly to the right of the main content area is a column that contains our company logo (this was uploaded by us) at the top. Below this is a “Create a new project” button. Then below this is the list of Your Projects.
Create New Project
The Create New Project button is obviously very important and is the starting point for using Basecamp. Once we click the button, we’re able to name the project and choose who can access it. We usually name a project by company name. If the company has us working on more than one project, we’ll create a new Basecamp project for each, while using any client-provided acronyms or subtitles for the new projects’ names. Basecamp then gives us a choice as to who should be able to access the project: “just our company for now” or “a client or another company, too.” We leave the default radio button “just our company for now” checked and click “create this project.”
People & Permissions
Using the People & Permissions tab, we can go into a new project and add access permissions. From here we can add people, remove people, and change permissions. Basecamp has it set up so we can add the client’s company and its team members, as well as our own internal team members. We set up a team member by filling out his/her email address, creating a Basecamp username and password, and sending a Basecamp invitation to that member’s email address. The invitation contains a default welcome message providing a link to the specific Basecamp project page for that company and the member’s username and password. The invitation is sent from Basecamp with a single click. Other member information can also be filled in including title, phone number, fax number, etc.
File Sharing
File sharing for our group is crucial. We share internal documents for the team’s eyes only (files set to private) as well as documents for our clients. Files like sitemaps, powerpoints, meeting notes, and project plans are the kinds of things we post. Basecamp allows us to save new file versions without overwriting the originals. All file versions remain accessible by whoever has permission. We can add, delete, and edit a description line for each file and each file version. We can also delete an entire file or file version. Files can also be attached to messages.
Messages
Messages in Basecamp work just like email only they are project-specific. We click to a specific project, write a message in Basecamp, click send, and the message will arrive at whatever email address(es) we have specified in Basecamp for that individual project’s members. We can specify who receives and who doesn’t receive a message by checking or leaving blank a checkbox next to member names. If it is a public message, anyone who has access to a particular project can sign into the Basecamp project page and view the message even if the message wasn’t sent to him/her. However, just like with files, we can set a message to private which means only our internal team can view and respond to it. Any replies, whether sent via email or added as a comment within Basecamp, post directly to the project. It’s a great way to track and record any and all project-related communication without crossing over into non-related projects and causing confusion.
Additional tools on Basecamp (depending on which package you subscribe to) can include To-Do Lists, Milestones, Writeboards, Chat, and Time Tracking. While just as intuitive and feature-rich as the other tools, our team rarely uses these, opting for other applications and custom methods to get the job done.
Pricing
As of this writing, there are three monthly plans to choose from. Taken from the Basecamp website, here are the plan descriptions:
Basic $24/month
Built for smaller businesses.
15 Active Projects
3 GB of space for files
Unlimited Clients/Users
Plus $49/month
Most popular, best value
35 Active Projects
10 GB of space for files
Unlimited Clients/Users
Time tracking
SSL Security
Max $149/month
The best, top of the line
Unlimited Projects
50 GB of space for files
Unlimited Clients/Users
Time tracking
SSL Security
Free Campfire Premium
All plans come with a 30-day free trial. If you’re looking to get your business communications organized, centralized, instantly accessible, and secure, give Basecamp a try. Our team is very happy with it.

