How do I ______ in Basecamp 3?
Switching from Basecamp 2 to 3 can be a bit disorienting. If you've ever found yourself asking "how do I do that in the new version?", then this page is for you! Here are the topics we'll cover — feel free to click one to jump straight to it!
- See all my images, PDFs, files, etc. in one place
- Share things with people without giving them full access
- View all the upcoming events across all my projects in one place
- Get to someone's "Me" page
In Basecamp 2 the "Files" section included all the files from my entire account, even those posted as part of a comment, message, or to-do. How do I see all my files in one place in Basecamp 3?
In Basecamp 3 you can see all your images, PDFs, files, etc. in one place too!
Findlink in the top navigation.
Then click the
Search everythingfilter and select
Bingo! Now you'll see all the images, PDFs, spreadsheets, etc. across all your Teams, Projects, and Pings.
Only want to see the files from a single Team or Project? Or just the ones you posted? No problem, just use the People or Project filters up top.
In Basecamp 2 I used the loop-in feature to share a message, to-do, etc. with someone that wasn't on Basecamp. In Basecamp 3, how do I share something with someone without giving them full access?
In Basecamp 3, sharing a message, to-do list, document, etc. is as easy as sharing a link. Here's how:
Go to whatever you'd like to share and click the
Share...button at the top of the page.
Next you'll see a pop-up with 2 options, click
Get a public link to share with anyone....
Once you confirm that you want to generate a public link, you'll just need to copy the link displayed, and share it however you'd like.
I loved how the calendar in Basecamp 2 let me see all the upcoming events across my projects in one place. In Basecamp 3, how do I see everything that's coming up on the schedule across all my Basecamps?
Basecamp 3 has several reports that are great for seeing things across all your Basecamps—including what's coming up on the schedule. Here's how to view the report:
First, click the
Reportslink from the top navigation, that'll bring up a purple menu of all the reports.
Next, select the report you want to see, in this case it's the
What's coming up or due soon?report.
That's it! Now you can scroll through everything that's coming up!
In Basecamp 2 I used to click on someone's avatar or name to get to their "Me" page. It'd have their open assignments, recent activity, and all the files they've posted. How do I see all that in Basecamp 3?
Those "Me" pages were handy! In Basecamp 3, it's a little different, and depending on what you're looking for you'll want to do one of a few things. Let's start with the reports:
Start by clicking on the
Reportslink from the top navigation, it'll pop up a purple menu.
Both of the last two reports help you see info about a specific person on your Basecamp. Just pick the one you're looking for.
If you want to see all the messages, or to-dos, or files that someone posted, you'll want to head over to the
Find screen instead
Click the "Find" link in the top navigation.
Select the person who's stuff you want to see, and any additional filters to narrow it down.
Great job, you reached the end of the guide! Have you read all of them?