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Basecamp: How to Manage a Follow-Up Task

January 2, 2013DavidBasecamp0

Q: I am working with a client in Basecamp and I am waiting for the client to get back to me about a task.  How can I implement some type of reminder for myself that I am waiting for the client to follow-up?

A:  As far as I can tell there is no direct way to do this.  I have thus come up with two solutions:

1. Change the title of the project.  So if the project is client_Website, you can change the project title to Follow: client_Website. Personally I don’t like this solution because I have a feel for the order of my Basecamp projects and I this workaround, while viable, would distract me.  So on to suggestion #2.

2. Add a reminder in your “company project”. I’ve gone ahead in Basecamp and created a project for my company.  In that company project, I have a handful of to-do lists (which I will talk about in a dedicated post another time), but one of those is “follow-up”:. So If I send a client a task and I’m waiting for their reply, I simply go to my company project and add the “follow-up with Client ABC to my “follow-up”: to-do list.  I then assign it to me (or whoever needs to do the follow-up) and add the date that I want to do the follow-up.  It is a bit of a workaround but it works.  I could have put the follow-up into my CRM, but then I’d be dealing with two systems — which I really don’t want to do.  It’s one thing (IMHO) to have a separate project management system and a separate CRM, but I can’t have active to-do’s in both systems.  I do have certain To-Do’s in my CRM, but there are only very specific to-do’s that I put in to the CRM (which again I will discuss later on in another post).

So those are my two methods of notating a “client follow-up” in Basecamp,.  I’d love to hear what you think of these methods, and what other solutions you have come up with, so please add your comments!

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