Quick user guide

BasicOps brings your team's work, communication, and information together in one place. This guide gives you a quick overview of the main areas so you can get up and running fast.

This article will cover:

• The Left Side Bar
• Creating a task
• Starting a project
• Chatting with teammates
• Notes
• Search
• Integrations and AI
• Settings

The Left Side Bar

The left sidebar is your main navigation.

• Home - Your personal dashboard. See a summary of your tasks, recent activity, and upcoming deadlines.
• Feed - Everything that's relevant to you: new assignments, status changes, mentions, comments, and more.
• Tasks - Your personal task list, including all tasks assigned to you across every project.
• Projects - All your projects. Click any project to open its task lists, board, notes, discussions, and files.
• Notes - Your personal notes. Create, organize, and access notes that are just for you.
• Search - Search across your entire workspace: tasks, projects, notes, messages, and files.
• Settings - Workspace and account settings. Admins can manage users, integrations, task statuses, custom fields, and automation here.

Creating a task

Open any project and click Add Task. You can set a due date, assign it to a team member, add a description, and attach files. To create a personal task, go to Tasks in the left sidebar and click Add Task.

Starting a project

Click the + icon next to Projects in the left sidebar. Give your project a name, choose a template if you'd like, and invite your team. Once created, you can build task lists and switch between views: List, Board, Table, Calendar, and Timeline.

Chatting with teammates

Click the ChatBar icon on the right side of your screen to open the chat panel. Start a one-to-one or group chat, or browse and join Channels for team-wide conversations. You can also chat directly from inside any project or task.

Notes

Notes are available at three levels: personal (just for you), project (shared with your project team), and task (attached to a specific task). Access your personal notes from Notes in the left sidebar. To add a note to a project or task, open it and click the Notes tab.

Search

Click Search in the left sidebar to find tasks, projects, notes, messages, and files across your entire workspace. You can also apply filters to help further narrow your search.

Integrations and AI

• Integrations - Connect your existing tools from Settings > Integrations, including Google Workspace, Slack, Zoom, Webex, GitHub, and more.
• AI via MCP - Connect an AI assistant like Claude to create tasks, search your workspace, and summarize projects directly from your AI tool. See Connecting BasicOps to Claude via MCP to get started.

Settings

Click Settings in the left sidebar to change your personal preferences and account details. Some settings are only available to administrative users. Please see Settings Overview for more specific information and guidance.