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Basecamp

Basecamp keeps project to-dos, decisions and files together and lets teams choose which items clients can see.

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Where should a team record the task and its decision?

Give the next action a to-do and keep the decision in a message the team can find later. A project can have a direct link to a service such as GitHub. Keep code review in the repository.

For a workshop launch, record which class the client approved and give one teammate the job of checking it appears on the public schedule.

What does a Basecamp client see?

In a client project, Basecamp says items start private to the team by default and you decide what clients can see. A project created from a template can retain the template’s visibility settings. Review the actual items before inviting anyone.

A client and an outside collaborator are different user types. Basecamp’s current pricing says every person added counts toward the package’s user total, including clients and contractors. Compare active project and user counts. Pro Unlimited lists unlimited users and projects.

What can a connected assistant access?

Basecamp says its assistant connection follows the connected user’s access and offers Read-only or Full access. Read-only can still read everything that user can see. Check the selected account and the assistant’s own data handling before giving it access.

If the job needs only a project update, start with an approved excerpt. Removing a connection stops future access and does not undo previous changes.

What can the account owner download?

The owner can export selected projects or account data as an HTML copy you can open in a browser. Let the download finish and check it before cancellation. Private direct-message export is a separate decision.

Keep the version of files and decisions the next team needs. An HTML copy is a record of what you exported. Check how you will transfer it if you need an editable project elsewhere.

How can you check a client handoff without sharing anything?

Draw a fictional workshop launch project. Write an internal draft and a separate client update. Use no accounts, invitations or real records.

  1. Label each audience
    Give the client the approved class date and the team the unresolved checklist.
  2. Read as the client
    Cover the internal checklist. The client should see the next decision and nothing from the draft. If you copied a template, include its previous visibility in the paper check.