This is the same way you’d invite anyone to a project:Ģ. Go into a project, click the “Add/remove people” button.Regardless if whether a client logs in and posts something directly to Basecamp, or they respond to a message via email, you’ll always have everything in one organized place inside the Basecamp project. Clients can respond to Basecamp messages right from their inbox, and new email they send you can be forwarded to Basecamp where your whole team can see them. So, Basecamp works even if your clients don’t want to learn anything new. We all know how hard it can be to ask a client to get used to using a new system. They can’t see the “logo redesign folder” in top left, but they can see everything else. For clarity, only the ones they can see are labeled with the “The client sees this” tag: The client can see some folders, but not others. It’s been marked private for your team only:Īnd finally, here’s a combination of files and folders. The client can see it, and they’ve responded below:Īnd here’s an email you’ve forwarded in that you don’t want the client to see. It’s also assigned to Victor, your client:Īnd here’s a message thread about a revised headshot. Whenever you post something new, you’ll have the option to specify if the client should be able to see it or if it’s private just to your team:īlue+lock means private to your team, yellow+eye means visible to the client.įor example, here’s a to-do on a to-do list the client can see. When you’re ready to share something - a message, a to-do, a file - just flip the switch: Plus, to reduce anxiety and prevent “oh shit, they weren’t supposed to see that” moments, everything in a project starts off as private just to your team. That’s why everything in a project is now labeled as “private to our team” or “the client can see this”. Clarity and privacy is at the core of this new feature. ![]() You’re in 100% control of what clients see. And now it all happens in the same place as the rest of the project - no more separate Clientside. That means you can assign clients to-dos, share files and folders, schedule events and meetings, chat around the Campfire, and even ask clients automatic check-in questions! If you can do it with your team, you can do it with your clients. Starting today, not only can you send messages to clients, but now you can work with clients using all the same tools you already use with your team. Today we’re introducing something better. So we put our heads together and spent a couple months working on a complete revamp. We fell short of what we hoped we’d be able to create. ![]() It worked well for some people, but it missed the mark for far more. Essentially, it was a mini project within a project - a distinct space with separate tools and a different interface.Ĭonceptually it made sense, but practically it was inflexible and not collaborative enough. It was an entirely separate part of a Basecamp project where all client-facing communications lived. Again, this tool will open the form on a new tab, and not as embedded content.When we launched Basecamp 3, we introduced a new way for client services firms to work with their clients.
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