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.
An Item’s status can be labeled as accepted, rejected, pending, not applicable, and incorporated. This allows all teammates to track the current state of decisions as well as the history of those decisions throughout the lifecycle of an Item.
Track estimated cost data for an Item, either as an order of magnitude or itemized cost breakdown, including relevant markups.
Add known schedule impact to an Item and track whether this decision is on the critical path. Schedule impact can be tracked in work days or calendar days and is managed via your project settings.
Share supplemental documents like sketches, product cut sheets, specifications, etc. to ensure all pertinent information is associated with this Item. The project teammates 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!
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 teammate's attention, you can mention them by typing the @ symbol followed by their name. This will trigger both email and in-app notifications. You can also mention other Items by typing the # symbol and then searching for the relevant Item.
Items should be assigned due dates so the assignee knows when to accomplish them. Due dates can also help other teammates get a better sense of the project timeline.
Adding Items to Milestones helps keep Items organized and tracks their changes over time. Once a new project Milestone begins, you can transition the Item to the next Milestone. You can also change the status of the Item from this view.
Tag an Item with different Categorizations to allow for grouping, sorting, and filtering of Items.
The entire history of all changes to an Item is kept for your records and is readily available when needed.
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.
If you need to work on an Item prior to sharing it with the team you can create an Item in the Draft State. You can also put an Item on pause by transitioning it to a draft state as you work on it. This will allow you to develop the Item without distracting the decision-making.