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Success Hub

Getting Started with Join

Getting Started with Join

Everything you need to get up and running with Join

I'm a new Join user

Getting Started

Create your Join account

Join Fundamentals Training

I want to use Join on my project

Join Project Quickstart Guide

Template: Project Messaging Plan

Template: Project Admin Workshop

Email Template: Owner

My company is new to Join

Onboarding with Join

Define your Join Team and goals for using Join

Becoming a Join Champion

Tell your organization about Join

Learn more about Join based on your role

Template: Company Messaging Plan

Launch your first Projects in Join!

Congratulations! You've finished onboarding with Join. Now what?

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Getting Started for Project Admins

Join for Project Administrators

1. Navigating Join and Creating a Project

2. Importing Baseline Estimates and Budgets

3. Tracking Ideas and Opportunities

4. Visualizing Project Progress and Costs

5. Pivoting and Reporting Cost Data

6. Configuring Your Project and Inviting Your Team

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Getting Started for General Contractors

Join for General Contractors

1. Signing Up and Navigating Join

2. Visualizing Project Progress and Costs

3. Tracking Ideas and Opportunities

4. Managing Baseline Costs and Project Phases

5. Pivoting and Reporting Cost Data

6. Project Settings and Inviting Your Team

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Getting Started for Design Team Members

Join for Design Teams

1. Signing Up and Navigating Join

2. Visualizing Project Progress and Costs

3. Tracking Ideas and Opportunities

4. Baseline Costs and Reporting

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Getting Started for Owners

Join for Owners

1. Signing Up and Navigating Join

2. Visualizing Project Progress and Costs

3. Tracking Ideas and Opportunities

4. Baseline Costs and Reporting

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