Join Bonnie Biafore for an in-depth discussion in this video Creating a to-do list, part of Up and Running with Basecamp.
To keep track of the tasks in a project, you can create To-Do Lists. How you organized task with To-Do Lists is up to you. For example, you can create To-Do List for each project deliverable, for each person working on the project, and so on. To add a To-Do List, open the project that you want to work on. In this case, live training. If this project didn't have any to-do lists, to the right of the add the first label, you would see a link, to-do list. However, you can actually work on to-do lists right on the Summary page. Scroll down to the section To-Do Lists.
And if you want to a new list, click Add a to-do list. Then, just type the name of the list. If you want to put your to-do list in order, like an outline, you can put a number at the beginning of the name. Then, click Save and start adding to-dos. A new to do appears, so you can start typing. That's completely optional. You can add your actual project tasks later on. And you'll see how to set up a new project task when we discuss adding to-dos.
If you want to go to the To-do's page, on the Summary page, click To-do lists, and then you'll see a page that has all of your lists on one place. If you're on this page, you can still add a new to-do list by clicking Add a to-do list. Then, type in the title, just like you did before. And click Save and start adding to-dos. You can edit or delete lists as well. For example, if you want to delete one, point at its name, and then click the Trash can.
You'll have to confirm. But in this case, I want to edit this one. So, I click Edit. And then, make the change that I want in the title, and you can actually also add a description. Then, click save changes. You can also rearrange the lists in your project. So, for example, just drag the name to the new position and Basecamp moves it. There are a couple of other things that you can do as well. If you want to move or copy a list, you have to look at that list. So, click its name.
And then, on the page that shows the list,and the project tasks within it, you'll see a couple of links on the right side. Edit and delete do the same things as Edit in the trashcan icon, but you can also move a list to another project. Click the link, and then click the down arrow, and you can see you can actually start a new project based on this to-do list, or you can move it to another project. If I change my mind, just click the Never mind link.
The other thing you can do as you can copy a list to another project which is a really great way to jump start a project. Click the copy link, and then click the down arrow to choose the project. Just like with move, you can start a new project based on this copy. You can copy the list to another project, or you can even create a copy within this project. Which is also a quick way to start another to-do list. In this case, we'll actually create a copy in the training videos project.
Now, the project tasks in this list, have people assigned, and dates assigned as well. So, there are a couple of things that you can do with this. If there are comments, you can include the original comments. You can also keep the original to do assignments, and that means that these people will be assigned to the list in the other project. And the last check box, preserve original due dates, if the dates are going to occur at the same time you turn this check box on. But chances are the other project might start later or at a different time. So, you'd want to turn this check box off, so you can set the dates for those copies of to-do's.
Once you've chosen all your settings, just click Copy this to-do list. If you want to see the copied list, click the link, see it in its new location. And there is the list in the training videos project. To-do lists are a great way to keep track of the work in your projects.
- What is Basecamp?
- Creating projects
- Archiving, exporting, or deleting a project
- Adding users to your Basecamp account
- Updating personal information and settings
- Creating to-dos for project tasks
- Working with discussions and comments
- Using Basecamp on your mobile device
- Uploading and downloading files
- Working with calendars
- Creating a template for future projects