For example, one of the first tasks in a development project could be collecting and documenting the release plan by the relevant stakeholders, with a due date of Wednesday during Week 1. Similarly, tasks in the To-dos component can be prepopulated using this weekly methodology. If IT organization uses an Agile development methodology, a given development team can define a release plan according to all the events that must take place within the development process, including sprints. For example, if a marketing team uses a project to track a campaign, the Automatic Check-ins could be a logical place to organize charts or data about campaign performance based on regularly scheduled questions.īasecamp uses a week-based mechanism for creating schedules within a template. While Basecamp users can attach a file within any of the workspace components, Automatic Check-ins can be a useful place to track metrics used to manage the performance of a project. For example, scheduling the questions and sharing the answers on the day before a weekly project meeting can help move past the status reporting phase to discussing how to address issues blocking completion of certain tasks. These questions can help document a project’s status and identify issues before they become problems, but teams should think about using them as a meeting facilitation tool, as well. For example, Automatic Check-ins provides a way for managers to schedule the collection of project status and feedback at regular intervals. Instead, teams should look at the elements of the completed project that contributed to its success and add them to the template.įrom a practical standpoint, a team should start by looking at the application elements-Campfire chat, Messages, To-dos, Schedule, Automatic Check-ins and Docs & Files-and determine which ones have provided benefits to users and how. Therefore, as a best practice, organizations shouldn't take a completed project and all its associated files and objects and create a template. Through the use of project templates, teams can take their project management to the next level and speed the launch of new projects by developing and saving a repeatable methodology.Ī project template in Basecamp saves the state of a project, including files, messages, schedules and to-dos. The Basecamp project management and team collaboration application provides a robust set of tools for organizations to coordinate work.
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