Using Basecamp's Card Table to Organize Your Work
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- Опубликовано: 30 июл 2024
- Basecamp's Card Table feature allows you to visually track work that progresses through stages. It's Basecamp's take on kanban! In this video, Kimberly from Basecamp's Customer Success team walks you through how to use the Card Table tool and shares examples for some use cases.
Timestamps:
00:00 - Introduction
00:32 - Adding the Card Table to a Basecamp project
00:45 - The structure of a Basecamp Card Table
01:15 - Customizing your Basecamp Card Table
01:36 - How Card Table works in Basecamp
03:14 - Getting notifications about the Basecamp Card Table
03:40 - Not Now on the Basecamp Card Table
04:06 - On Hold on the Basecamp Card Table
04:20 - Cards with deadlines
04:48 - When to use the Basecamp Card Table vs. To-dos
05:11 - Using Basecamp Card Table for a podcast or content creation
05:27 - Using Basecamp Card Table for bug fixes
05:38 - Using Basecamp Card Table as a CRM
You can learn more about Basecamp's project management software at basecamp.com/
• Using Basecamp's Card ...
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More videos with Kimberly, please! These are so QUICK and INFORMATIVE, with an upbeat energy. I still like the longer-form videos that Jason does but for sharing "quick hits" with my team members, Kimberly's videos are it! Thank you!
You've made my day! 🙌 Let me know if there's anything specific you need a tutorial on. -Kimberly
This video was so helpful in helping me figure out if I want to track social posts via To-Do's or Cards. Thanks!
Excellent! What did you decide? (My vote is Card Table.) -Kimberly
@@37signals Card table for sure.
A great walkthrough. Thank you!
You're so welcome! Thanks for being a Basecamp'r! -Kimberly
Would be great to see some form of automation added. i.e, if something has sat in triage for X days, then move to Not Now.
Please add Card templates to Card Tables 😎
Nice tool
We love it too! Hope you're able to get some use out of it. - Kimberly
Is there a way to view all of the card tables available to one user in a singular space? i.e. "My Assignments" I wish there was a "My Tables" page so I could visually see the general status of all columns I have assignments on.
Cards that are assigned to you do appear under "My Assignments" or "My Assignments with Dates" but they are not separate from other things you're assigned (like to-dos). -Kimberly
Are custom fields available for card tables?
Hey there! You can customize your Card Table columns, but there is not currently a custom field option. But we'd love to hear what your needs are and how you would use it. Reach out to our team by email at support@basecamp.com and give them the details. We're always listening. -Kimberly
Do we can import drom To-dos to card table?
Hi there! You can't currently import to-dos to the card table. If that's something that would be useful for you, definitely let our team know. You can submit a feature request here: www.basecamp.com/support. -Kimberly
I have steps in a card/task...Is there a way to copy a card to another project's card table?
You sure can! With the card open, click the ••• in the top right and select "Copy." From there, you'll be able to select which project's Card Table you want to copy the card to. Just one thing to note, when you copy a card over, the future changes you make to that card won't be updated in both places. They are basically two separate cards at that point, so changes in once place aren't duplicated in the other. Hope that helps! -Kimberly
Thank you!@@37signals
You bet! Let us know if you have any other questions. You can always email support@basecamp.com. -Kimberly
"Not now" and "Done" don't fit with how I'd like to use the Card Table. How do I rename those and create more sections?
Actually, "Done" also doesn't fit with the example in the video. It's confusing for work in progress to be in a section called "Done."
Hey Jeff! Currently there's not a way to rename the "Not Now" and "Done" sections. But, you can absolutely create more columns in your Card Table with the + button and drag those columns into any order you would like. Hope that helps! -Kimberly
At 37signals, we don't put work in progress into the "Done" section of the Card Table. We suggest only moving cards to that column when you no longer need to track the progress or status. Definitely reach out to our team if you need more help or clarification. guides@basecamp.com -Kimberly
I like that basecamp shirt! Where can I get one?
We'd love for you to represent! Store is here: basecamp-goods.com/ - Kimberly
Why did you cancel the personal plan?
The music bed is a little annoying.
Thanks for the feedback! - Kimberly
please cut out that corporate music in the bg.