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  1. BasicOps Help Center
  2. Using BasicOps

Using BasicOps

Learn about all the features and functions in BasicOps.

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  • Search

Tasks

  • Customize Table View in Tasks
  • How to Filter Tasks in a Project
  • Using Tags
  • Using the Tasks section
  • Creating a task
  • Assign a task
See all 15 articles

Projects

  • Template Groups
  • Forms
  • Update Multiple Projects at Once
  • Archiving Projects
  • Export Project Information to Spreadsheet
  • Import a Project with Custom Fields from a Spreadsheet
See all 20 articles

Chat, Group Chat, and Discussions

  • Chat and Channels in BasicOps
  • Messages and Replies in Chat, Group Chat, and Discussions
  • Group Chat

More features

  • How to Connect a Gumloop Agent to BasicOps
  • How to Setup a Content Calendar
  • Creating Custom Filters from Custom Fields
  • Creating Custom Filters in Tasks
  • How to Filter Project Information in Projects
  • Tasks Due Today Preview
See all 21 articles

Notes

  • Notes user guide
  • Creating a note
  • Formatting your note
  • Converting action items into tasks
  • Referencing, mentioning, and attaching files
  • Other actions in notes

Views

  • Using the Calendar View
  • List View
  • Table View
  • Board View
  • Calendar View
  • Timeline View
See all 7 articles

My Feed

  • Using My Feed
  • Using filters in My Feed
  • Flagging notifications

Themes

  • Dark Mode Theme
  • Light Themes
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