In this Basecamp Office Hours session (recorded live on July 13, 2023), Ashley and Kimberly from 37signals he Basecamp Customer Success team are joined by Basecamp People Operations team – Head of People Andrea LaRowe, and Recruiter Bethany Weidmeier. During this one-hour session, the team shows how Basecamp can be set up for company Human Resource functions, recruiting, and onboarding new employees. The Basecamp team also answer customer questions live during the webinar.

Timestamps:

00:00 - Introduction

05:25 - Ashley from Customer Support and how to get in touch for more

06:40 - Basecamp 2 vs. Basecamp 4 project structure

07:45 - Changing Tools in Basecamp 4

08:15 - Adding Multiple Tools to a Basecamp project

09:10 - Adding People to a project

09:20 - To-dos in Basecamp 4

09:37 - Grouping To-dos in Basecamp 4

10:03 - Adding details to To-dos in Basecamp 4

11:18 - Bulk assignments To-Dos in Basecamp

11:30 - Moving To-Dos and Shifting Due Dates

12:00 - Card Table Tool in Basecamp 4

13:49 - Checking Off To-dos in Basecamp 4

15:15 - Campfire

17:00 - Pings

17:50 - Notifications in Basecamp 4

19:45 - Syncing To-dos with the Schedule

20:45 - Syncing the Basecamp Schedule to your personal calendar

21:35 - Seeing your calendar with "My Schedule"

23:15 - Working with Clients in Basecamp 4

26:00 - Closing Comments

26:40 - Separating Clients from Internal Users in Basecamp 4

27:00 - How tools are treated in Basecamp 2 vs. Basecamp 4

29:20 - Seeing Project Activity in Basecamp 4

29:42 - What does and doesn't move from Basecamp 2 to Basecamp 4

33:10 - Moving projects from Basecamp 2 to Basecamp 4

37:38 - Options for transitioning projects

39:24 - Turning your Basecamp 2 account to a free account

40:30 - Pricing for Basecamp 4

41:32 - Project Templates in Basecamp 4

42:44 - Linking to external services with Doors in Basecamp 4

45:14 - Viewing a team member's projects and tasks

48:38 - Migration path from Basecamp 2 to Basecamp 4

49:15 - Keeping your Basecamp 2 archives

49:45 - Seeing a to-do's due date and when it was completed

51:16 - Copying messages across projects

52:16 - Alerting people to a message

53:00 - Unlimited projects in Basecamp 4

53:30 - Storage in Basecamp 4

54:20 - Public API for Basecamp

55:08 - Reporting in Basecamp

56:28 - Keeping some clients in Basecamp 2 while others move to Basecamp 4

57:25 - How long you can use to transition between to Basecamp 2 to Basecamp 4

58:18 - Getting support for transitioning from Basecamp 2 to Basecamp 4

To view the chat mentioned on the webinar, you can watch the replay video here: https://www.crowdcast.io/c/fb14caws6q3b

For follow up questions, reach out to guides@basecamp.com

Helpful Links:
🔗 Video tutorials: https://basecamp.com/learn
🔗 REWORK podcast: https://37signals.com/podcast/
🔗 Basecamp 4 features: https://youtu.be/cfnvylZsQGw
🔗 How to move projects from Basecamp 2 to Basecamp 4: https://youtu.be/7ExD5Wl3GFk
🔗 What does and doesn't move from Basecamp 2 to 4: https://3.basecamp-help.com/article/30-moving-projects-from-basecamp-2-to-basecamp-4#what-moves
🔗 Basecamp Pricing: https://basecamp.com/pricing
🔗 Basecamp integrations: https://basecamp.com/extras
🔗 Basecamp public API: https://github.com/basecamp/bc3-integrations
🔗 Using Card Table video tutorial: https://basecamp.com/learn/beyond-the-basics/card-table
🔗 Templates: https://3.basecamp-help.com/article/66-templates
🔗 Bulk Date Changes: https://3.basecamp-help.com/article/48-to-dos#bulk-assign-archive-edit-due-dates
🔗 Subscribing to Schedules: https://3.basecamp-help.com/article/49-schedule#sync-your-schedule-with-an-external-calendar