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Getting Started for Project Admins
If you're creating projects in Join, here is everything you need to get your project up and running.
Select a section below and scroll down to see the related information.
Learning Objectives
- How are ideas and opportunities tracking in Join
- Turning your idea into an Item
- Adding costs and other relevant information to an Item
- Grouping, Sorting, Filtering, and Reporting on your Items
Items in Join
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. You can associate the costs of each idea against your WBS, track its status and history, collaborate and comment with the project team, or create mutually exclusive Items using Options
Creating an Item
Turn your idea into an Item by adding a few pieces of basic information and optionally add accountability by tracking a due date and assignee.
Detailed Item View
Next, let's add some costs and relevant supporting information, collaborate with the team project team, or create mutually exclusive Options.
Items List
Now we've got a few Items created you can sort, filter, and group your Items in the Items List as well as create dynamic or static reports of Item information.
| 2. Importing Baseline Estimates and Budgets | 4. Visualizing Project Progress and Costs |
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