Hi everyone, it's Tyrone from Outsourcinglive.com and thanks very much for coming to check out
the dedicated channel on outsourcing.
Now inside this video, I want to share with you a really, really neat piece of software
called BasecampHQ. It's a very, very simple and easy to use project management system
which I highly recommend to anyone to use.
I personally use it with my team and I've been able to do many, many simple great things
and get work done much, much faster with this system. So let me just delve into it and I
want to show you how to setup an account that you can access and use straightaway with your
team.
Now if you've got 3, 4, 10 people that's no problem. You can setup a free account with
BasecampHQ right now to be able to do that. If you have multiple projects, I can actually
show you as well too how to be able to just continue to use the same free account to be
able to manage all your projects in one.
Okay so let's just jump into it. First things first is go to Basecamphq.com which you can
see right here and you'll see that this is your first screen that you landed. To be able
to sign up and setup a free account, simply go to Plans and Pricings right here and then
at the bottom of the Plans and Pricings you'll see numerous different things. All right,
the first thing you'll see is obviously there's different plans and pricing. You can sign
up to get a $99 per month line or $49 per month but what they didn't show you very much
is there's a free plan right down here. So if you just click on that one, that allows
you to be able to setup a free account with Basecamp so let me show you how to do that.
Click there and it's very simple. The process is quick and fast and simply just type in
your details and then you'll be up and running within probably a couple of minutes. So let's
type in my details - and once you've typed in your details, it'll
automatically send you an email. You don't need to confirm anything, all you have to
do is just really just set it all up and you'll be up. Username - so outlive - password, just
choose a password that you've got there and re-enter it again.
Okay make sure you select the right timezone. So I'm in Sydney, I'm going to click on this
and that's it. Scroll all the way down to the end and just ensure that you've got everything
that's correct and then click on Create my account. Within probably a minute or so, the
account will be created, you'll get that via email, your details - and then you can sign
in. There you go, it automatically signed you in and that's it. It's so, so easy to
use and simply click OK, let's go.
Now you'll find that you can customize this whole layout and everything. If you want to
customize it, all you have to do is simply go up to here where it says Templates and
Settings. And you can simply just customize it to the way you want - you can change the
color of the theme, you can change the style, the layout, anything that you want. You can
even upload your logos. But the first task and the most important thing is to get people
into the system first.
So click on All People. And simply enter in the people who are part of your team. Obviously
I'm the first person who's the owner of this that I setup and that'll probably be you if
you're the manager or the owner of the business. And all you have to do is simply add a new
person. And what you'll do is once you add a new person, Basecamp automatically sends
a notification to the person that you're adding to the system. If you've got a team of developers,
virtual assistants or so forth, this is perfect for that because it automatically sets it
up and you can assign them to certain tasks or certain work that's assigned to the system.
Okay now I'm just going to give you a quick little example on how to be able to setup
and use this whole project management for free without having to sign up and setup multiple
projects. Say you've got concurrently 10 different projects running. You can actually continue
to use just this free Basecamp account without having to sign up to the ones that run over
a majority of say monthly rates and so forth. You can go to this method or you can pay for
the projects per month and use the Basecamp but I'm gonig to just show you quickly how
I do it and this is what I've been doing.
All right so let's create the first project, click on here. I'm going to call the name
of my project the name of my company. So I'm just going to call it Outsourcing Live and
then I'm gonig to click on Create this project.
Now once you've created that first project, you don't want to add anymore projects, you
want to actually add more milestones in between and let me explain to you how this is going
to work. Essentially, what we're going to be doing is we're just going to be having
that one main project which is your company. I'm just going to draw it here - your company,
and then what we're going to do is each milestone which is right below we're going to assign
projects to it and you can have hundreds and hundreds of milestones. This is how we can
do it this way and it works out just perfectly.
And then within each milestone, you'll have what we call a To-do list and inside of those
To-do lists, I usually just put in a list of To-dos with set timeframes as well and
this is the easiest and most quickest way to be able to get your whole system setup
all for free. And then obviously within each individual To-do lists you have To-do tasks.
That's how Basecamp works.
Now if you're to go for - this is the free option I should say so that way you're aware.
This is the free option and this is the way I am. If you wan to go for the paid option,
then obviously you pay pretty much per project. So if you have say project one, project two,
etc you basically pay for those different projects. And obviously if you've got more
than one project, you got to just pay a monthly fee.
Now if you're just a company like I am where I've just got 3 staff in my team that I need
and manage those three, then setting up a free account is probably sufficient enough.
But if you're setting up a system where you're requiring clients to access the projects,
and you're requiring your staff to access those different projects, then this is probably
the best route to go. But because our business is basically not client based but we base
it on putting projects and setting projects getting completed and then delivering those
directly to other people then we don't need to use that.
Okay so that hopefully gives you a clear idea on how it works. But let's just jump back
into Basecamp again and I'm going to just finish off to show you what to do.
All right the first thing I'll do is go to Milestones and I'll just create one project.
Let's say we'll call this one Project 1 and this is test phase something like that. I'm
going to create the project or the milestone.
Obviously you want to also set the date to be due not to 23rd of May which is today but
you want to also set the date for say - I don't know, to two months or something depending
on a project. Let's add another one just for another example as well - Project 2 implementation
phase.
Okay and this time around I'm going to set it for say finishing July, end of July. Okay
so I'll create that milestone then there you go, there's two projects that I've just created
using the milestones.
And the next thing is create To-do list which goes with these milestones. Pretty easy to
do just put in the To-do list. Let's say for the testing phase, install and setup site
for example and then you just want to assign that To-do list to say Project 1 or Project
2. So we'll click on that, create the list.
Once that's assigned then you basically break down each individual task that needs to be
done. So install Wordpress might be the first one and then assign it to whoever, it might
be me. Put the due date in there, so it might be two days to do that. Then maybe install
or maybe setup plugins - and do the same thing as well. Maybe take three days, etc.
As you can see these are examples but what I just want to mention to you is that you
don't need to physically go and set this up if you don't want to. You could get your web
developer to layout the whole plan inside for you and this is just basically keeping
them accountable. They may know what needs to be done and this is what they need to layout
so you could just give these tasks to them. But I'm just showing you as an example how
to go about handling and using BasecampHQ for free without having to go out and purchse
extra projects if you choose to go down this path. And this is just a little mini hack
that I've created and worked out over the time.
Okay same thing again, if you want to create more To-do lists to associate to your other
projects, just go through and follow that exact process. And as you can see there's
one To-do here, there'll be another To-do there if you set that up and so forth.
Okay hopefully you've understood and taken away some information here and I really do
hope that you can implement this for your system if you haven't got a project management
system right now. And this is a very, very easy to use, very simplistic, very powerful
way of geting work done within the team.
If you like this, just simply share down below, let people know. Feel free to leave a comment
down below this post as well at Outsourcinglive.com and I'd love to hear some of your feedback
as well.
All right thank you very much for watching this video then. My name is Tyrone Shum and
I'll see you inside the next video.
Now, if you like more resources like this one, you can find them inside Mass Outsource
Mastermind along with video tutorials and step by step instructions showing exactly
how I use them. To get a 30-day no risk trial membership to Mass Outsource Mastermind, simply
visit FreeVideoSet.com. Until next time, I wish you success in your quest for outsourcing.