basecamp webinar - librarylinknj · basecamp webinar project management 101 series session goals...
TRANSCRIPT
BasecampWebinarProjectManagement101Series
Sessiongoalsandobjectives
• BasecampOrientation
• AssumetheroleofaProjectManagerorAdmin
• PracticalapplicationofWorkshopcontent
• ApplyBasecampBestPractices
SessionContent • Signingup• Creatingaprofile• Settingupnotifications• Settingupanewproject
• Communicatingwithyourteam
• CreatingTo-Dos• Settingupautomaticmessages
• HandlingDocsandFiles• EnablingClientAccess• GettingSupportquickly
Demo:SigningupforBasecamp
NavigatingBasecamp
TheHomepage• NavigationBar
• HQ
• Teams
• Projects
UpdateyourProfileandPreferences
• NotificationSettings(What/how/when)• Profilesettings• SwitchingtoGoogleSign-in• Devices(iOSandAndroid)• Adminland
Projects
Client-side
• AddingClientsattheProjectlevel• Welcomeletterwithalink+Pin
• Client-sideisnowvisible
• Turningoff
Projects-tools
• Campfire:UsedforGroupChat
• MessageBoard:Formoredetailedcontent/discussions
• To-dos:Organizeworkassignments
• Schedule:Duedates,milestonesandevents
• AutomaticCheck-ins:Askyourteamquestions
• Docs&Files:Organizereferencematerials
• EmailForwards:Forwardemailsintobasecamp
.
CreatinganewProject
• ClickonNew
• Provideaname
• AdditionalSettings
• ClickontheProjectTile• SetupWizard
• GuidedSetup
Campfire
• Greatforformalannouncements
• Use@persontoaddressthem
• Chatsshowupintheir“Hey!”activity
• Followtoshowupinyourfeed
MessageBoard
• Structuredconversations,greatfor• Announcements,Updates,Pitches,FocusedDiscussions
• Messages
• MessageCategories[Announcements/FYIs/Heartbeats/Pitches/Questions]
• Controltheaudience• Postimmediatelyorsaveindrafts(Homepage)
To-doLists
• Assigntasks,duedates,addattachments
• TrackStatuses• OrganizeTasksintoLists
• DragandDropordering• Addto-dostolists• Subscribetogetupdates• Sharewiththepublic
Schedule
• CreateEventsandtrackthemhere
• Liststo-dosandtasksdueonspecificdates• Updatetaskstatusincalendar• SyncwithyourGoogle/Outlook/Applecalendar
• Sharewiththepublic
AutomaticCheck-ins
• Eliminateunnecessarymeetings
• Postinganewquestion
• Question/Frequency+Time/Peopletoask
• Options
Docs&Files
• Puttemplatesandshareddocumentshere
• CreateDocuments
• OrganizeFilesintoFolders
• LinktoGoogleDocs• Dragfilesintofolders• SharingOptions
Gettinghelp
• HelpMenu
• ContactSupport(scrolldown)
• Additionaloptions:Email/Twitter/LiveClasses
BestPractices
• CampfireisNOTprivate
• UsetheDocumentsectionforreusablefiles
• Archiveoldprojects• Startwithaproject,thenrollouttoalargergroup
Conclusion
• NextSession:Asana• Addi,onalResources:• Websitelinktodownload:http://www.samsena.com/PM-101-2018
Appendix:Permissions