Basecamp

Basecamp is a project-management app where each project has its own to-do lists, messages and files. Connecting Basecamp to Resool lets your team turn a customer request into a to-do in the right project's to-do list, with a due date and a link back to the conversation. The contact's panel shows the to-dos created for them and marks the ones that are done. Workflows can create Basecamp to-dos automatically.

#What you can do with Basecamp

In the Inbox

• Create to-do in a project's to-do list, with a description and a due date.
• See the Basecamp to-dos created for the contact, with completed ones checked off, and open them with View in Basecamp.

On the contact page

• The Connected apps list shows how many Basecamp to-dos the contact has and how many are still open.

In Workflows

• The Create Basecamp to-do step creates a to-do in a project's to-do list with notes and a due date.

Every to-do includes the contact's name, email and phone and a link to the conversation.

#Before you begin

• You need a Basecamp account with access to the projects you want to use. Resool works with Basecamp 4 accounts.
• In Resool, only workspace Owners and Admins can connect apps and change their settings.
• Creating to-dos from the inbox needs a role that can manage contacts (Owner, Admin, Manager and Agent can by default).

#How to connect Basecamp to Resool

1. Go to Settings › Apps.
2. Open the Productivity tab and click Connect on the Basecamp card.
3. The Connect Basecamp dialog lists what Resool will be able to do: see your Basecamp projects and to-do lists, create to-dos, and see whether the to-dos created from Resool are done. Click Continue.

Screenshot placeholder

Settings › Apps › Basecamp › Connect

The "Connect Basecamp" dialog with its description, the permission list with three items, and the Cancel and Continue buttons.

File: screenshots/basecamp-connect-dialog.png

1. Sign in to Basecamp in the window that opens and grant access.
2. You're returned to Resool and see Basecamp connected.

#How to configure Basecamp

Click Manage on the Basecamp card to open Basecamp settings. Under Defaults:

1. Pick the Basecamp account, if you have more than one, and click Save changes. If you leave it empty, Resool uses your first Basecamp account.
2. Pick the Project.
3. Pick the To-do list in that project.
4. Click Save changes.

Save the account before you pick its project, so the project list comes from the right account. Create to-do in the inbox and workflow steps that pick nothing use these defaults.

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Settings › Apps › Basecamp › Manage

The "Basecamp settings" side sheet with the Defaults card, its hint "Save the account before picking its project", and the Basecamp account, Project and To-do list pickers filled in.

File: screenshots/basecamp-settings-sheet.png

#How to create a Basecamp to-do from a conversation

1. Open a conversation in the Inbox.
2. Click the Basecamp icon in the right-hand sidebar.
3. Click Create to-do. The New Basecamp to-do form opens with your defaults filled in.
4. Check the Project and To-do list (both required).
5. Enter the To-do, an optional Description and an optional Due date.
6. Click Create. You see Created in Basecamp.

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Inbox › open a conversation › Basecamp icon in the right sidebar

The Basecamp panel with two to-dos for the contact, one done (checked and struck through) and one open, each with its creation date, and the Create to-do and View in Basecamp buttons.

File: screenshots/basecamp-inbox-panel.png

#How to create Basecamp to-dos in Workflows

1. Open a workflow and click Add a step.
2. Under Tasks & docs, choose Create Basecamp to-do.
3. Set up the step:
   • Account, Project and To-do list: leave them on Default or pick others.
   • To-do and Notes: both accept variables such as {{contact.name}}.
   • Due: No due date, Today, or 1, 3, 7, 14 or 30 days after the step runs.
4. Save and publish the workflow.

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Workflows › open a workflow › Add a step › Tasks & docs › Create Basecamp to-do

The step settings with Account, Project and To-do list on Default, To-do "Prepare proposal for {{contact.name}}", Notes and Due "In 7 days".

File: screenshots/basecamp-workflow-step.png

#How to disconnect Basecamp

1. Go to Settings › Apps and click Disconnect on the Basecamp card.
2. Confirm in the Disconnect Basecamp? dialog.

Resool stops accessing your Basecamp account. To-dos already created stay in Basecamp.

#FAQ and troubleshooting

#Why is the Project list empty in Basecamp settings?

What you can do:

• Pick the Basecamp account and click Save changes before picking the project.
• Make sure the Basecamp user who connected has access to the project.

#Can I assign the to-do to someone?

No. Resool creates the to-do with its title, notes and due date. Assign it in Basecamp.

#Can I use a project that has several to-do lists?

Yes. Pick the project, then choose the to-do list you want from the To-do list picker.

#Which plans include Basecamp?

Apps are included on every plan. See Plans and billing.

#What's next?

• Getting started with apps
• Workflow steps
• Todoist
• Asana