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Basecamp Cheat Sheet

Overview

Basecamp is an all-in-one project management and team communication platform developed by 37signals. It organizes work into projects, each containing tools for messaging, to-do lists, file sharing, scheduling, and real-time group chat. Basecamp emphasizes simplicity and structured communication to reduce information overload.

Basecamp is a web-based tool with native apps for iOS, Android, Windows, macOS, and Linux. It replaces the need for separate tools for email threads, group chat, file sharing, and task management by consolidating everything into one place. The platform supports client access for external collaborators with controlled visibility.

Getting Started

Project Structure

Basecamp Account
├── HQ (Company-wide)
│   ├── Message Board
│   ├── Campfire (Chat)
│   ├── Automatic Check-ins
│   └── Doors (External tool links)
├── Project A
│   ├── Message Board
│   ├── To-dos
│   ├── Docs & Files
│   ├── Campfire
│   ├── Schedule
│   └── Card Table
└── Teams
    ├── Engineering
    ├── Design
    └── Marketing

Core Tools

Message Board

FeatureDescription
Create messageClick New Message in project
CategoriesOrganize by type (Announcement, FYI, Pitch)
Rich formattingBold, italic, lists, code blocks, attachments
@mentionsNotify specific people
CommentsThreaded replies on each message
Pin messageKeep important messages at the top

To-do Lists

FeatureDescription
Create listAdd categorized to-do lists per project
AssignAssign to-dos to one or more people
Due datesSet deadlines with calendar integration
NotesAdd details and attachments to each to-do
ReorderDrag to prioritize items
GroupsOrganize lists into groups

Campfire (Chat)

FeatureDescription
Project chatReal-time chat within each project
PingsDirect messages to individuals or groups
File sharingDrag and drop files into chat
Code snippetsShare formatted code blocks

Docs and Files

FeatureDescription
Upload filesDrag and drop or browse
Create docsRich text documents within Basecamp
Version historyTrack changes over time
PreviewPreview images, PDFs, and docs inline

Schedule

FeatureDescription
EventsCreate calendar events with details
MilestonesTrack project milestones
IntegrationSync with Google Calendar, Outlook, iCal
RecurringSet repeating events

Card Table

FeatureDescription
Kanban columnsOrganize cards in customizable columns
Card detailsTitle, description, assignees, due dates
Color labelsTag cards with colors
Move cardsDrag between columns

Keyboard Shortcuts

ShortcutAction
J / KNext / Previous item
Ctrl+EnterSubmit form / Send message
MJump to My Stuff
/Focus search bar
1Jump to Home
?Show keyboard shortcuts

Notifications

Hey Menu

FilterDescription
AllEvery notification
@mentionsDirectly mentioned items
AssignmentsTasks assigned to you
Stuff I followItems you’ve chosen to follow

Focus Modes

SettingDescription
Work Can WaitSnooze notifications until morning
Do Not DisturbPause all notifications
UnfollowStop receiving updates for specific items

Check-ins

Example QuestionsFrequency
What did you work on today?Daily
What will you focus on this week?Weekly
Any blockers or concerns?Weekly

Integrations

IntegrationDescription
Email forwardingForward emails into Basecamp projects
iCalendarSync schedules with external calendars
ZapierConnect to 5,000+ apps
APIREST API for custom integrations

API

# List projects
curl -H "Authorization: Bearer YOUR_TOKEN" \
  https://3.basecampapi.com/ACCOUNT_ID/projects.json

# Create a to-do
curl -X POST \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"content": "Review design mockups"}' \
  https://3.basecampapi.com/ACCOUNT/buckets/PROJECT/todolists/LIST/todos.json

Advanced Usage

Hill Charts

Hill Charts visualize project progress. Items move uphill (figuring things out) and downhill (executing known work).

PhaseDescription
UphillDiscovery phase with unknowns
TopSolution is clear
DownhillExecution of known remaining work

Templates

Create a template project with standard lists and messages. When starting new projects, choose Use a template to copy structure.

Troubleshooting

IssueSolution
Not receiving notificationsCheck notification settings; verify email address
Missing projectCheck if you’ve been added; contact admin
Calendar not syncingRe-copy the iCal URL; check external calendar
File upload failingCheck file size limits; try different browser
Client seeing internal itemsReview project access settings
Slow performanceClear browser cache; try the desktop app
Email forwarding not workingVerify project email address; check spam
Can’t find old messageUse search; check archived projects