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 those ideas. By default, everyone can view and create new Items. You may be restricted on which Items you can see or edit based on your role.

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Status

An Item’s status can be labeled as accepted, rejected, pending, not applicable, and incorporated. This allows all team members to track the current state of decisions as well as the history of those decisions throughout the lifecycle of an Item.

Item Estimate

This is where you can add estimated cost data for an Item, either as an order of magnitude or itemized cost breakdown including relevant markups. 

Attachments 

Share supplemental documents like sketches, product cut sheets, specifications, etc. to ensure all pertinent information is associated with this Item. The project team members can use this area as a way to collaborate and share information related to an Item. You now have a central location to store this information so it doesn't get lost in email threads!

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 can mention them by typing the @ symbol followed by their name. This will trigger both email and in-app notifications.

Assignees

Assign Items to team members and track the assignees in Join’s Items list view. Assignees will receive both email and in-app notifications of this assignment based on their notification 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

Adding Items to Milestones helps keep Items organized and tracks their changes over time. Once a new project Milestone begins, you may want to transition the Item to the next Milestone. You can also change the status of the Item from this view. 

Categorizations

Tag an Item with the built-in UniFormat or MasterFormat codes to track its costs with the relevant classification system. You can also tag an Item with your own custom categorization.

Item History 

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

Options

In Join, you can easily set up Items with mutual exclusivity as Options within an Item where each of the options is 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.