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Documentation Index

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Navis Ops Quick Start Banner
Navis Ops brings together everything you need to manage your work in one place: projects, tasks, notes, files, calendar, time tracking, and powerful workflow automation. This guide takes you from zero to a working workspace in just a few minutes.
1

Create your account

Go to navisops.com and click Sign up. You can register with your email address or sign in with a supported provider. No credit card is required to get started.Once you sign in, Navis Ops opens directly to your workspace dashboard.
If your organization already has a Navis Ops account, ask your admin to invite you instead of creating a separate account.
2

Create your first project

Click New project in the left sidebar. Give your project a name, choose a color, and optionally select a project type — types let you apply a consistent structure (icon, color, and custom fields) across similar projects.Click Create and Navis Ops opens your new project’s overview page.Your project comes with several built-in tabs:
TabWhat it’s for
OverviewCustomizable dashboard with widgets
TasksCreate, filter, and track tasks
NotesWrite and organize project notes
FilesUpload and manage project files
Code PensLive HTML/CSS/JS scratch pads
TimeLog time against the project
GoalsSet and track project goals
WorkflowsAutomations scoped to this project
DashboardAnalytics and reporting widgets
3

Add your first task

Open the Tasks tab in your project and click Add task. Give the task a title, then optionally set a status, priority, due date, and tags.Tasks support several statuses out of the box — such as To do, In progress, and Done — and you can update a task’s status by clicking the status badge directly in the task list.
You can also use AI-assisted task extraction: paste a block of text into a note and Navis Ops can suggest tasks to create from it automatically.
4

Write your first note

Open the Notes tab and click New note. The editor supports rich text — headings, bullet lists, checkboxes, code blocks, and more. You can also drag in images or upload audio to transcribe directly into the note body.To keep notes organized, use folders: click the folder icon in the note list sidebar to create a folder and drag notes into it.
5

Connect your AI assistant (optional)

Navis Ops includes a built-in MCP server that lets AI assistants like Claude and Cursor read and act on your real workspace data.To connect:
  1. Open Settings (bottom of the left sidebar) and navigate to Connected Apps.
  2. Click Connect to Claude or create an API key manually.
  3. Copy the MCP server URL and paste it into your AI client’s configuration.
Once connected, your AI assistant can list projects, create tasks, read notes, and much more — directly from your workspace.
The MCP connector supports both API key and OAuth 2.1 authentication. OAuth is recommended when connecting Claude Desktop or Cursor, as it handles token refresh automatically.

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What your workspace looks like after setup

After completing the steps above, your workspace has:
  • A project with a customizable overview dashboard
  • At least one task tracked in the Tasks tab
  • A note in the Notes tab
  • Optionally, an AI assistant connected via the MCP server

Projects & Tasks

Learn how to use custom fields, project types, and the dashboard builder.

Notes

Explore the full notes editor, folders, tags, and AI features.

MCP Connector

Set up Claude Desktop, Cursor, or another MCP-compatible client.

Workflows

Automate repetitive work with visual, trigger-based workflows.