Upload and download files in Basecamp.
- [Instructor] Projects use all sorts of files like documents, spreadsheets, photos and so on. Basecamp makes it easy to keep related work files in one place. Let's start with uploading and downloading files between your computer and Basecamp. I'm going to open up the Retail Website Project. On the Home page, I'll scroll down and click the card for Retail web site. Then on the page for the project, I want to click the card Docs and Files.
To upload files, click the Upload files button. That opens up an Open Dialog box and right now I'm looking at the folder where I keep the files for this project. Let's say that I want to upload the deliverables file. All I have to do is click that file and then click Open. That opens up this screen where you can review the file, make sure you selected the right one, and then add any extra details.
So let's say I'm going to add a note about this file. Beneath the box for the notes, there are two options. The first option When I post this don't notify anyone will just upload the file and not send any notifications. The second option Let me choose who to notify, I'm going to select that one in this case. And let's say that Donald Rosco is waiting for this file. The easiest way to do that is I'm going to click the link that says Select no one.
That turns off all the check boxes and then I can turn on the check box to notify him. After you've selected the people you want, click Save changes. It shows that one person will be notified. And there's the avatar. Now go ahead and click Post these files. And that posts the file into Basecamp. I'm going to go up to the top and click the Docs and Files button which by the way has the number one to show that there's one file in there.
So I'm going to click the button to go back to that file and there is the deliverables file that I uploaded. You can also drag and drop files into Basecamp. So here I have a window on my computer open with the files I have for this project. And let's say that I want to drag and drop the budget file and the checklist file. I can control click to select both of those files and then when I point at one and drag over to Basecamp, you can see that there's an icon that shows that I'm going to copy the files and I'm copying two files.
When I release the mouse button, it uploads the files into Basecamp and I get to the Review screen. The files are correct so I know that that's fine but I'm going to add a note for the checklist. I click the Notes box and the note is this is the project close checklist. In this case I'm not going to notify anyone so I leave the options the way they are and then click Post these files. Now I have three files uploaded to Basecamp and if you look at the top of the screen, the Docs and Files button has the number three.
You can also upload files within a message. Up at the top I'm going to click the Message Board button. And I'm going to create a new message. So I click the button Post a message. The headline is going to be Let's get this web site started. Then I click where it says Type your message here and I'm going to type in a message. The message is Here are my ideas for the site. What do you think? All the ideas are in a document.
In the toolbar for the message, click the paperclip and that brings up the Open dialog box. In this example, I'll select web site ideas and then click Open. And now I have the document attached to this message. At the bottom of the screen, click Post this message. And now you have the message in Basecamp and the file is uploaded to Basecamp. Now let's take a look at how you download files. Well in this case we have the message open and you can see that the file's attached and there's a link that says Download.
So that's easy enough. If I want to download the file, I can click that link. Depending on how your computer is setup, it might download the file automatically like my computer did or you may see a dialog box that asks you where you want to save the file. But in this case the file is already downloaded. In fact, if you look at the lower left, you can see there is the document and if I click that it will open it.
Let's go to the Docs and Files page. Up at the top of the screen, I'm going to click the button for that and I'm going to click one of the files that's already been uploaded like the budget. When I go to the screen where I can see the information about the file, there is a Download link and I can click that to download the file. And that's all you have to do to upload and download files with Basecamp.
- 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