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Clear out junk files and repair common Windows errorsFree Scan →Fix the driver behind crashes, sound loss and screen glitchesFind Drivers →Repair Windows errors before they cause bigger problemsFix Now →Use one Basecamp project as the shared home for each client engagement or clearly defined body of work. Set client visibility before inviting anyone, then keep discussion, assigned work, dates, files, and recurring questions in the project tool that best fits them.
Set up a project for the engagement
Create a project for the client engagement, rather than mixing unrelated client work into one shared space. A project gives the team a home for its tasks, discussions, deliverables, and decisions. Add only the people and tools relevant to that work. Basecamp outlines its project tools on its Features page.
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Decide what the client can see before inviting them
Configure the project’s client access deliberately before sharing it. Basecamp describes client visibility as a project-by-project choice and identifies hiding unfinished work as one possible use. That does not establish every permission or visibility rule, so check the live settings for this specific project—especially before adding sensitive material. Basecamp’s Working with Clients tutorial covers inviting clients and controlling what they can see.
Choose the right place for each kind of work
Using the project tools according to the work type makes it easier for clients and teammates to find what they need.
#1 Best Overall
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| Use | Best fit in Basecamp |
|---|---|
| Announcements and broad project discussion | Message board posts, with replies kept beneath each post |
| Assigned work and commitments | To-dos, with owners and due dates; use subtasks to break down larger actions |
| Milestones, deadlines, events, and meetings | Project schedule |
| Deliverables and reference material | Docs & Files for images, documents, PDFs, and links to cloud files |
| Questions that recur on a schedule | Automatic Check-ins, which collect responses together |
| Discussion about one particular task or document | Comments on that task or document |
These tool descriptions come from Basecamp’s Features page; its Pricing page also describes the schedule. The table is a practical division by context: use a project-wide post for a broad update, but keep a decision about a specific deliverable with that deliverable.
Keep discussion attached to its context
For a durable announcement or topic that affects the broader engagement, use a message board post so replies stay together and people can catch up. For a question or decision about a particular task or document, use its comments instead. The 37signals communication guide recommends keeping task discussion with the task and document discussion with the document: The 37signals Guide to Internal Communication.
Rank #2
- Comprehensive Project Planning: Plan for success with a dedicated project timeline and task sections to track milestones and deliverables.
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- Premium Quality Paper: Includes 50 sheets of thick, smooth 120gsm paper that is perfect for daily use without bleed-through.
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Make commitments visible and follow up consistently
Turn agreed actions into to-dos, assigning an owner and due date; add subtasks when an action needs smaller steps. Put milestones, deadlines, events, and meetings on the project schedule so they are distinct from individual tasks. For repeatable prompts—such as a weekly question about what people are working on—use Automatic Check-ins to ask on a schedule and keep answers together. Basecamp describes these options on its Features page.
Keep shared materials in the project
Store client-facing deliverables and reference assets in Docs & Files, where Basecamp supports images, documents, PDFs, and links to cloud files. Keep the related discussion on the relevant file or document when possible, rather than leaving the reasoning in an unrelated channel.
Rank #3
- Half Meeting Half Note: 1.MEETING PLANNING: Date, Location, Topic & Attendees 2.MEETING MINUTES: Agenda, Quick Notes & Other 3.NOTES AREA: Lined Page 4.ACTION ITEMS: Action Steps, Person, Due Date & Check Box 5.NEXT MEETING: Date, Time & Location 6.INDEX PAGE: Date, Title, Page Number, which will help create more effective meetings and good results.
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- Each 160 Pages Per Book: Provide ample space for note taking & planning and with the date section at the top for tracking them. With 160 pages for meeting minutes, the manager notebook will cover more than half a year, even in daily use. Also provides index pages for organizing this office planner.
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Use a short operating routine
- Before kickoff: create the engagement project, choose the relevant tools, and check client visibility settings.
- At kickoff: invite the client only after confirming what is visible, and put broad announcements or discussion on the message board.
- As work is agreed: create assigned to-dos with dates, break larger actions into subtasks, and add shared dates to the schedule.
- As materials are shared: place deliverables and reference assets in Docs & Files; keep comments about a specific item attached to it.
- For recurring coordination: use Automatic Check-ins for questions that benefit from a regular cadence.
This is a workflow built from Basecamp’s documented tool roles, not a claim that one configuration suits every client. Adjust the tool mix to the engagement and revisit access settings if the people or materials in the project change.
Quick Recap
Best Value
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Rank #4
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