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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

Becoming a Join Champion

Introduction to Join (5 min Video)

Join Fundamentals Training

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My company is new to Join

Company Onboarding with Join

1. Define your Join Team and goals for using Join

2. Tell your organization about Join

3. Learn more about Join based on your role

4. Launch your first Projects in Join!

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

Template: Company Messaging Plan

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I want to use Join on my project

Join Project Quickstart Guide

Template: Project Messaging Plan

Template: Project Admin Workshop

Email Template: Owner

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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