Basecamp integration with Monitask
Integration configuration
1) Browse the integrations page in Monitask admin dashboard: https://app.monitask.com/integrations and click Add Basecamp integration
2) Log in to Monitask account and agree to the permissions
3) On the opened page click Add integration
4) If you are not logged in the Basecamp you will be redirected to the login page
5) Authorize Monitask access to your Basecamp data
6) Map Basecamp projects to projects in Monitask and click Next
7) Map Basecamp users to users in Monitask and click Next
8) Review your settings and submit integration configuration. Wait a little while all tasks are transferred.
Congratulations, your Asana integration with Monitask is ready!
Now, you can browse https://app.monitask.com/notes/list tasks page and see tasks imported from Basecamp to selected Monitask projects
Configuration requirements
your users in Monitask must be assigned to the corresponding projects so that they can see the integrated tasks assigned to them. You can view assignees in Monitask on the projects page https://app.monitask.com/project by clicking ‘Edit’ on particular project
Sync Basecamp to Monitask
How it works
We will transfer all created tasks and subtasks from Basecamp to Monitask, as if they are assigned to a user, they will be assigned to the corresponding user in Monitask.
Notes:
- If you create a new task or subtask in a Basecamp, it will automatically be created in the Monitask in the web app and in the desktop application
- Tasks with the same names will not be created, however, if you create a task with the same name but with new assignees, the system will link new users to the existing task in the Monitask
- If you delete a task or subtask in Basecamp, the task from the Monitask will not be deleted, the system only adds new tasks
- If you add a new assignee in the Basecamp, the corresponding assignee will be added in the Monitask
- If you delete assignee in Basecamp, assignee in Monitask will not be deleted, the system only adds new assignees
1) Browse Basecamp project, open To-dos and add new
2) Specify ToDo details
Set name, Set assignee for that ToDo (Assignee should be a one of usersselected during integration configuration), Optionally specify ToDo notes
3) Browse tasks page https://app.monitask.com/notes/list in Monitask and check that ToDo is synchronized to selected Project
4) Now assigned to that task person should be able to see it in the desktop application:
On windows:
On Mac:
On Linux:
5) That person should be able to see task details using desktop application interface
On Windows and Linux:
User can click on the ‘Details’ button to view task details
On Mac:
Mac user can view task details by clicking on the ‘View’ button
There he will be able to see that task source is Basecamp and task description
