Teams and Projects
Learn more about:
- Teams
- Projects
- Changing tools
- Inviting people
- Switching a team member to a client (and vice versa!)
- Settings
- Turning a project into a team
Teams
Teams are where people in similar roles share things with each other and stay coordinated. Think of them like mini-HQs. Use them for ongoing groups or departments like Customer Service, Marketing, or Sales. Clients cannot be added to teams.
If you don’t see the Teams section on your home screen, click the 🔑 Adminland link in the top right corner of the Home screen, and then choose "Set up what's shown on the Home screen" and flip the Teams toggle on.
Add a new Team
To create a new team, click on the + New button in the teams section, name your team, and you're done!
Projects
Projects are the heart of Basecamp. You can make projects for every major thing you have going on — like a marketing campaign, a new product launch, or a project for a client. Inside projects, you’ll post announcements, chat, organize and assign work, set deadlines, share files, and present ideas.
Add a new Project
To create a new project, click on the + New button in the Projects section. Then type the name of the project and hit the Save button.
Once that’s done, you’re in! Click on the project and you’ll see the six tools that are part of every project by default: Campfire, Message Board, To-dos, Schedule, Automatic Check-ins, and Docs & Files. You can organize these in the order you want them in.
Change your tools
If a project or a team doesn't need all of the tools in it by default, you can turn them off. Click on Change tools link in the ... menu.
Any changes you make will be reflected to anyone else on the project. For example, if you turn off Automatic Check-Ins, it turns them off for everyone in the project or team.
Below your tools, you'll find the activity timeline, where you can see all the updates that have been made to this project!
Inviting people
When you’re ready for other people to join the project so you can work together, hit the Invite people to the project button at the top of the page. Read more about adding people to a project.
Switching a team member to a client (and vice versa!)
Sometimes a client joins your organization, or a team member is accidentally added to a project as a client user. It happens! But don't fret, there are ways to switch a user's type. The important thing to remember is that folks in Basecamp can’t be a team member in one project, but a client user in another. They can only be one type of user in the account.
If you’ve added someone to a project as the wrong user type, or their relationship to your organization has changed, the fastest way to get their user type sorted out is to have an account admin remove that person completely from the account so that they can be invited again as the correct user type.
The only caveat here is that their previous work will not be connected to their new profile once they’re added back to the account. If a person who has contributed a significant amount of content needs to be converted to a different type of user, just get in touch with our support team and we can convert them from the backend for you (with permission from the account owner, of course!).
Settings
Click the ... toward the upper right corner to update the project’s name or description, change what tools are visible, or archive/delete it. We’ve got a couple of Developers’ Tools included there too.
Tip: If you'd like to assign a team or project lead, include that info in your project description. It will show up on that project's page, and on the project card.
Turn a project into a team (or vice versa)
Have a project that would be better suited as a team (or vice-versa)? No problem! You can swap it over. Click in the ... menu to Edit name, description, or type.
Then you’ll see an option to switch it to a team.
