Create a project from a template and edit the project settings.
- [Instructor] Creating a project from a template is easy.…When you create a project from a template,…it already has built-in elements…like to-do lists, messages,…files, and whatever else the template contains.…On the homepage, I'm going to scroll down…to the projects area.…Notice over on the left…there are two things you can do…to create a new project.…If you click the top box where it says New Project,…that creates a new project from scratch,…so you set everything up.…
But if you click New From Template,…then you can use a template with any existing elements…to set up your new project.…I'm going to click New From Template.…The first thing you do is click the arrows in the box…that says Choose your template,…and then choose the template on the dropdown list.…I'm going to choose Sales effort.…When I click Next,…now I can name my new project.…I type in Hotel presentation and click Save.…
Now I have a card for my new project,…so I'm going to click that…to open up the page for the hotel presentation project.…Notice that in the Message Board card,…
Author
Bonnie Biafore
Released
4/4/2017- Choosing the right Basecamp and pricing plan
- Creating your account and a new project
- Creating teams and to-do lists
- Assigning and completing tasks
- Adding events to a project schedule
- Collaborating in real time with Campfire
- Posting messages and commenting
- Uploading, downloading, and replacing files
- Reviewing activity on the timeline
- Moving and copying content to a different project
- Renaming, archiving, deleting, and exporting
- Working with the mobile app for Basecamp 3
- Creating a template for future projects
Skill Level Beginner
Duration
Views
![view course page for Project Management Foundations [2016]](https://cdn.lynda.com/courses/424947-637038167995183380_270x480_thumb.jpg)
-
Introduction
-
Welcome1m 1s
-
-
1. Getting Started with Basecamp
-
Creating your account4m 42s
-
Creating a new project1m 20s
-
-
2. Managing Your Team
-
Adding people to a project4m 23s
-
Creating a team in Basecamp3m 12s
-
-
3. Managing Work
-
Creating a to-do list2m 55s
-
Finding to-dos4m 48s
-
Marking a to-do as complete3m 16s
-
-
4. Communicating
-
Commenting on Basecamp items3m 38s
-
Modifying discussions7m 4s
-
5. Working with Files
-
Sharing items with others2m 59s
-
6. Tracking Activities and Progress
-
Searching in Basecamp4m 32s
-
7. Managing Basecamps
-
Bookmarking pages2m 36s
-
Organizing projects3m 39s
-
-
8. Working with Templates
-
Conclusion
-
Next steps1m 16s
-
Take notes with your new membership!
Type in the entry box, then click Enter to save your note.
Press on any video thumbnail to jump immediately to the timecode shown.
Notes are saved with you account but can also be exported as plain text, MS Word, PDF, Google Doc, or Evernote.
Share this video
Embed this video
Video: Creating a project from a template