Basecamp: Create To-Do

How to use FlowEQ to create To-Dos in Basecamp

Creating To-Dos in Basecamp is a simple task with the “Basecamp: Create To-Do” steptype. Use this steptype to automatically pull information from your support ticket or record, and populate fields on To-Dos created in Basecamp.

Agents will be prompted to link their Basecamp account the first time they run a Basecamp step in a Flow.

Title

The title appears in Sidekick when your team reaches this step in the Flow. Use this field to describe the Step for your team.

Automatically Run Step

Check this box to immediately create the To-Do in Basecamp when your team reaches this step. If checked your team won’t have the chance to make edits manually, so you’ll need to fully build out this steptype in Flow Builder.

Project & List Selection

These options cannot be modified in Sidekick. The Project and List you select here will be used for every To-Do created with this steptype.

Basecamp Project

Use this dropdown to select the Basecamp Project where the new To-Do will be created.

To-Do List

After selecting a Project, use this dropdown to select the specific To-Do List within that Project where the new To-Do will be created.

To-Do Content

Sets the Title and Description of the new To-Do in Basecamp.

Scheduling

Here, you can set the Start Date and Due Date for the new To-Do in Basecamp.

Assignment & Notifications

After selecting a Project, you can select Assignees and Completion Subscribers for the To-Do being created.

Additionally, you can configure the option to send a notification email to the assignees when the To-Do is created.

In all of the text fields above, you can use the button to pull in variables from other systems, as long as you’ve set up that separate integration in FlowEQ.