Grouping, sorting, and filtering your Items List

The Items list in Join gives you an overall view of all items under consideration in a project. In this view, you can see a summary view of each item, sort, filter, and sum groups of items. Many users find it useful for creating reports.

Search, Filter, and Sort in the Item List

When in the list view you have the ability to search, filter, and sort to create a view for reporting.

Search

The search bar works in two ways: 1. Search a word within the name, description, and category (name & code) or 2. Search within the item field i.e., assignee, date range, etc.

To search a field, type the name of that field followed by “: “ symbol followed by the search criteria. Example: “Assignee: Ben Harris

Status filter

The status filter drop-down menu filters the item list base on an item’s status. By default all boxes checked by except “Not Applicable.”


Creator filter

The creator filter drop-down menu filters the item list base on the original creator of an item. By default, all boxes unchecked by except.



Group By sorting

The Group By drop-down menu tool allows you to group items by several criteria associated with the item, this includes the following: Meeting, Status, Assignee, Creator, and Categories.

Meeting, Status, Assignee, and Creator are all a single-tier grouping. Categories grouping allows you to create a hierarchy. The Categories grouping displays check boxes next to each category, once checked, the selected categories appear at the top of the list. Once on the list, they can be rearranged by drop and drag to modify the hierarchy.

                

 

Options in the Items list view

Once an Item contains Options, it is easily identified in the Item List view. A user will only see items and items-with-options displayed as cards. Any item with options will be denoted with the number of options in the preview bar along with the corresponding number of small clickable squares to the right. Hovering over any of the squares will reveal the option number and name. If click, the squares will navigate you directly to the options detail page. The cost of an item-with-options will be displayed as a range to reflect the possible cost impacts of its options. When grouping by a categorization, an item-with-options will appear in any category where any of the options would have appeared individually, with a range reflecting the potential impact in that category.