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Creating a Default Item Template

Configure what categorization is displayed by default when creating an Item to ensure the project team completes the relevant information when adding Items. There may be projects where it’s important to have the ability to categorize costs at the Item estimate level. Setting the Default Item Template helps ensure any new Items have the category columns enabled. 

The Default Item Template can also be used to add Item Markups to any new Item. These Markups behave the same way as all Markups in Join. See our article on Markups to learn more.

A Default Item Template only applies to new Items. If you’ve created Items before setting the template, existing Items will remain unchanged but you can manually add the category columns to each of those if desired.