How do I ______ in Basecamp 4?

Switching from Basecamp 2 to 4 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 4?

In Basecamp 4 you can see all your images, PDFs, files, etc. in one place too!

1

Click the "Find" link in the top navigation.

2

Then filter for just Files.

3

Bingo! there you'll find every single image, PDF, spreadsheet, etc. ever posted to your account. You can scroll down until you see the "See all results..." option to see a page dedicated to your search results.

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 4, how do I share something with someone without giving them full access?

In Basecamp 4, sharing a message, to-do list, document, etc. is as easy as sharing a link. Whoever has the link can see that item, but unlike Basecamp 2's loop-in feature, they won't see comments on the item, and won't be able to edit that item, or add their own comments.

Here's how to create a public link to share items with people outside the account:

1

Go to whatever you'd like to share and click the ••• menu at the top right of the page. Click the option to   Get a public link

2

Confirm that you want to generate a public link, then copy the link to your clipboard. You can send it to anyone outside of the Basecamp account.

More on public sharing can be found in this guide.

I loved how the calendar in Basecamp 2 let me see all the upcoming events across my projects in one place. In Basecamp 4, how do I see everything that's coming up on the schedule across all my Basecamp projects?

Basecamp 4 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:

1

First, click the  Activity link from the top navigation

2

Next, pick "the Upcoming Dates option. You'll see this:

In Basecamp 2 I used to click 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 4?

Those "Me" pages were handy! In Basecamp 4, 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:

1

Start by clicking on the  Activity link from the top navigation:

2

Pick Someone's Assignments or Someone's Activity to see a specific person.

Or, 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.

1

Click the "Find" link in the top navigation:

2

Select the person who's stuff you want to see, and any additional filters to narrow it down.