On this page
All automation tools
Basecamp: work management features and setup
Basecamp brings together tasks, discussions, files, and dates by project. It is useful for keeping the work around automations organized.
Tool by the Otomatzia editorial team · source content checked on
Overview
Each project gets a dedicated space and tools that can be selected as needed. This is especially helpful when the client and team need to understand what is waiting for them without learning a complex process. Before setting up an external integration, decide which project and list should receive requests, rather than assuming every message is a task to be done.
Features
- A dedicated page with work tools for each project
- Task lists and discussions in a shared context
- Schedule and files alongside the work
Business uses
- Organizing the handoff of an automation project to a client
- Managing a checklist of tests and approvals before launch
Getting started
- Set up a sample project and select only the tools you need
- Create a task list with owners and due dates
- Invite a test user and check what they can see and change
What to check
- Check suitability for working with external clients and their permissions
- Check the required external integration separately instead of assuming a built-in integration exists for every event
Sources to check next
Vendor features and prices change. Confirm details on the linked official pages before you rely on them.