Items Overview

Items Overview

Items are how Join allows you to track ideas to be explored or decisions to be made. Each item has a set of information to make it easy to brainstorm, analyze, and review an item. By default, everyone can view and create new items in the Items view. You may be restricted on which items you can see or edit based on your role, but if you create an item or one is assigned to you, you’re able to edit it at any time.

Status

An item’s status can be labeled as accepted, rejected, pending, not applicable, and incorporated, allowing all team members to stay up-to-date on how far the project estimate is from the target budget. An item’s status also provides decision-makers with information relevant in determining further steps to take to continue to lower the estimate. 

Cost estimate

this is where you can add estimate details for an item, either as an order of magnitude or itemized cost breakdown with relevant markups. 

Options

In Join, you can easily set this up as multiple “Options” within an “Item” where all of the options are mutually exclusive. Setting up multiple Options makes it easy to view a range of costs for one Item without artificially inflating or deflating the potential value of a project decision. To learn more about Options read this article.

Attachments 

Add supplemental documents like sketches, product cut sheets, specifications, etc. to ensure all pertinent information is associated with this item. Other project team members can also add this additional information.

Comments 

Use item comments to share ideas or ask questions so that items contain all related conversations that otherwise would end up in disconnected email threads. If you’d like to get a project collaborator's attention, you @ mention them by typing the @ symbol followed by their name. This will trigger an email in the context of the item.

Assignees

Assign items to team members and track the assignees in Join’s items list view. Assignees will receive notifications of this assignment based on their notifications settings

Due Dates

Items can be assigned due dates, so the assignee knows when to accomplish them. Due dates can also help other team members get a better sense of the project timeline.

Milestones

Add items to milestones, this helps keep Items organized and related to their respective milestone. Once a new project milestone begins, you may want to move the item to another milestone. To transition move an item to another milestone, open the item's detail page, go to the right panel, look for milestone name, click the pencil symbol, select the milestone you would like to transition the item to, and confirm. You can also change the status of the item from this view. 

Categories 

Tag an item with UniFormat or MasterFormat to track its costs with the relevant classification. Or, tag an item with your own custom category. To learn more read this custom categories article.

Due Dates

Set due dates for items and assign them to project team members to track who’s got current responsibility for the item.  

Item History 

The entire history of all changes to an item is kept for your records and is readily available when needed.