> ## Documentation Index
> Fetch the complete documentation index at: https://docs.navisops.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Quick-Start: Navis Ops in under 5 minutes
> Create your account, set up your first project, add a task and a note, and optionally connect your AI assistant — all in one guided walkthrough.
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.
Go to [navisops.com](https://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.
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:
| Tab | What it's for |
| ------------- | ----------------------------------- |
| **Overview** | Customizable dashboard with widgets |
| **Tasks** | Create, filter, and track tasks |
| **Notes** | Write and organize project notes |
| **Files** | Upload and manage project files |
| **Code Pens** | Live HTML/CSS/JS scratch pads |
| **Time** | Log time against the project |
| **Goals** | Set and track project goals |
| **Workflows** | Automations scoped to this project |
| **Dashboard** | Analytics and reporting widgets |
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.
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.
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.
## 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
Learn how to use custom fields, project types, and the dashboard builder.
Explore the full notes editor, folders, tags, and AI features.
Set up Claude Desktop, Cursor, or another MCP-compatible client.
Automate repetitive work with visual, trigger-based workflows.