Organizing Your Home Screen

Learn a few tips and tricks when it comes to keeping the Home page organized. Click to dive into:


Home Screen basics

Your Home screen has room for 12 cards and here's where you'll see what you've interacted with lately. That could be a handful of projects, a couple of teams, the HQ, or anything you've pinned. The top 12 are  always relevant and current for you.

Drag and drop your pinned cards into the order you want them:

Pinning

Want to see certain projects or teams on your Home Screen? Maybe arranged in a specific way? Pin them for quick access! There are a few ways to do this. 

1
From within a project, click on the ••• menu then on the Pin option:

2
On the Home Screen, click the gray pushpin on the card, to the right of the card title:

3

From the directory view, you can click on the pushpin on the righthand side to pin certain project or teams. (Click on View all in list from the Home page to get to the directory view.

You can now rearrange your pinned cards into your preferred order on the Home Screen. Keep in mind that anything you pin is just for you! It won't have an effect on what anyone else sees on their Home Screen.

The Jump Menu

Need to quickly jump between projects and teams? The jump menu is great for that!

It’s as easy as hitting Command + J (Mac) or Ctrl + J (Windows). The jump menu will pop up and you can start typing to narrow down on the person, project, team, or your company HQ. Click or hit Enter on the selection and you’ll jump right to where you want to go.

Customizing your Projects

Basecamp 3 lets you organize your Projects in whichever way makes the most sense for your team. Don't need any to-do lists on this particular project? Don't enable the to-do tool. Want to keep all your puppy gifs in the same place? Drag them into their own dedicated folder in the Docs & Files tool. Need to link to your Github account? Add a Door to it. Every project is unique! ❄️

Here's a project with just three tools enabled and one Door to Google Drive:

To rearrange your tools in the order that makes the most sense for the Project, click and drag them into their new location.

Wish you could rename the tools? You can! Tailor each Project or Team to the type of work you're doing, the client you're working with, or just to make it feel more like home.

Delete, archive, or rename a Project

Archive or delete a project

When a project is completed or no longer needed, you can archive it for safe keeping. Archived Projects can’t be modified, but they can be viewed. 

Everything stays just as you left it, and you can unarchive a project at any time. If you want a project removed entirely, you can delete it. Click on the project then on ... in the project to do this.

Then you can decide if you'd rather archive the project or delete it:

Rename a project

Click into the project or team workspace you want to rename and then click on the ••• menu at the top right of the page. Choose the option that says Edit name, description, type.

Make any changes you’d like to the name or description, then click the  Save changes button.

See all projects and teams in a directory

Near the top of the Home screen, there's a link to view all workspaces at one time in one line. Click on  to view the directory:

You'll get to a view that includes all active, archived, and deleted projects and teams, including the HQ and client projects. There are filters at the top of the page to see all of them, see only your pinned workspaces, just projects, just teams, projects with clients only, or all the inactive projects — all the archived and trashed projects.

There's also a search bar at the top! When you start to type what you're looking for, our system will search for matches in the titles as well as the descriptions of your workspaces. You can search everything by clicking on A-Z, or narrow things down by choosing a filter in addition to your search terms.

In this example, these are all the results for the search term "logo" for all projects and teams:

Your account will also remember what you last searched so if you find it useful to see your pinned cards in a list, you'll go right to the pinned section every time you return to the directory.


Next up: Training Your Team →

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