> ## 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.

# Customize your project dashboard

> Build a per-project dashboard from 9 widget types — drag, resize, and arrange to surface the context that matters most for each project.

Every project in Navis Ops has its own customizable dashboard, found on the **Overview** tab. You build it from nine widget types, arranging and resizing them however makes sense for that project. Your layout is personal — each collaborator on a project can set up their own arrangement without affecting anyone else.

<Info>
  Navis Ops also has a workspace-level dashboard at the top of the app with its own cross-project widgets. This page covers the per-project dashboard on the **Overview** tab inside a project.
</Info>

## Enter and exit edit mode

<Steps>
  <Step title="Open a project's Overview tab">
    Click into any project. The Overview tab opens by default.
  </Step>

  <Step title="Click Edit">
    The toolbar shows an **Edit** button. Click it to enter edit mode. Drag handles appear on each widget, and a remove (×) button shows in the corner.
  </Step>

  <Step title="Add, rearrange, and resize">
    Click **Add Widget** to insert a new widget. Drag the title bar of any widget to reposition it. Drag the corners to resize.
  </Step>

  <Step title="Click Lock to save">
    Click **Lock** to exit edit mode. Layout changes save automatically about one second after you stop dragging.
  </Step>
</Steps>

To return to the default layout (Progress Overview full-width on top, Quick Tasks left, Notes List right), click **Reset Layout** in the toolbar.

## The 9 widget types

| Widget                              | Default size        | What it shows                                                                                                                   |
| ----------------------------------- | ------------------- | ------------------------------------------------------------------------------------------------------------------------------- |
| **Progress Overview**               | Full width × 4 tall | Stat cards for Tasks Done, Milestones, Time Tracked, and Overdue tasks. Also shows the deadline and next milestone at a glance. |
| **Quick Tasks**                     | Half width × 6 tall | Filterable task list (All / To Do / In Progress / Done) with inline status change and a New Task button.                        |
| **Notes List**                      | Half width × 6 tall | Project notes with pin toggles and a New Note button.                                                                           |
| **Calendar**                        | Half width × 7 tall | Mini month calendar with colored event dots and a per-day event list.                                                           |
| **Quick Capture**                   | Narrow × 6 tall     | A scratchpad for ad-hoc items. Promote them to real tasks when you're ready.                                                    |
| **Project Details / Custom Fields** | Half width × 6 tall | Editable custom fields for the project. Toggle on any of 19 curated templates or create your own.                               |
| **Sticky Notes**                    | Half width × 6 tall | Personal sticky notes in five color presets. Hard-deleted — no undo.                                                            |
| **Files**                           | Half width × 6 tall | Recent files linked to the project, with a storage usage strip.                                                                 |
| **Custom Analytics**                | Full width × 6 tall | Configurable analytics chart for project metrics.                                                                               |

<Note>
  The **Add Widget** popover only shows widgets you haven't added yet. Each widget type can appear once per dashboard.
</Note>

## Widget details

<AccordionGroup>
  <Accordion title="Progress Overview">
    The Progress Overview widget sits full-width at the top of the default layout. It surfaces four stat cards: **Tasks Done**, **Milestones**, **Time Tracked**, and **Overdue**. Below the cards, you'll find a deadline strip (days remaining or overdue) and a next milestone strip.

    This widget gives you a health check on the project in a single scan.
  </Accordion>

  <Accordion title="Quick Tasks">
    Quick Tasks lets you create and update tasks without navigating away from the dashboard. Use the filter tabs (All / To Do / In Progress / Done) to focus on a subset. Click the status badge on any task to change it inline.
  </Accordion>

  <Accordion title="Notes List">
    The Notes List shows your project notes with pin toggles. Pin the notes you reference most and they rise to the top. Click **New Note** to create a note directly from the dashboard.
  </Accordion>

  <Accordion title="Calendar">
    The mini Calendar widget shows the current month with colored dots on days that have events or tasks with due dates. Click a date to see the events for that day. Navigate months with the arrow buttons in the widget header.
  </Accordion>

  <Accordion title="Quick Capture">
    Quick Capture is a personal scratchpad — use it to jot down ideas, reminders, or action items mid-session. Items live in the widget's configuration. When an item becomes real work, promote it to a task using the task creation flow.

    <Warning>
      Quick Capture items are not persisted as first-class database records. If you need something to show up in reports or search, create a task instead.
    </Warning>
  </Accordion>

  <Accordion title="Project Details / Custom Fields">
    This widget displays the project's custom fields in an editable form. Toggle on any of the 19 curated field templates (stakeholder, budget, target launch, repository URL, Figma link, risk level, phase, and more) or define your own. Field types include text, URL, date, number, currency, and select.
  </Accordion>

  <Accordion title="Sticky Notes">
    Sticky Notes are your personal scratchpad, separate from project notes. Add as many notes as you want and color-code them with five presets. They're private to you on shared projects.

    <Warning>
      Deleting a sticky note is permanent. There is no trash or undo for sticky notes.
    </Warning>
  </Accordion>

  <Accordion title="Files">
    The Files widget shows the most recently added files linked to the project, with a storage usage indicator. Click any file to preview or download it. To add files, go to the project's Files tab or drag files directly in.
  </Accordion>

  <Accordion title="Custom Analytics">
    Custom Analytics provides a configurable chart for project metrics. Select the metric you want to visualize from the widget's settings. The available metric set grows as new analytics options are added to Navis Ops.
  </Accordion>
</AccordionGroup>

## Walkthrough: build a client project dashboard

Here's how to configure a dashboard for a client engagement so everything you need is visible the moment you open the project.

<Steps>
  <Step title="Open the Overview tab and enter edit mode">
    Click into your project and then click **Edit** in the toolbar.
  </Step>

  <Step title="Keep the default Progress + Tasks + Notes layout">
    The three default widgets — Progress Overview, Quick Tasks, and Notes List — are a solid foundation. Leave them in place.
  </Step>

  <Step title="Add the Project Details widget">
    Click **Add Widget → Project Details**. The widget drops into the next available row. Toggle on: `client_name`, `target_launch`, `repository_url`, `figma_link`, `budget`. Fill in the values.
  </Step>

  <Step title="Add Sticky Notes for reminders">
    Click **Add Widget → Sticky Notes**. Add a yellow note for "Ping Sam about copy approval" and a blue one for "Check brand guide before Friday."
  </Step>

  <Step title="Add the Files widget">
    Click **Add Widget → Files**. Head to the Files tab and upload the kickoff brief and brand guide. They appear in the Files widget automatically.
  </Step>

  <Step title="Arrange your layout">
    Drag the new widgets into positions that feel natural. Put Project Details below Quick Tasks if you glance at metadata often, or beside the Notes List if you reference them together.
  </Step>

  <Step title="Lock the layout">
    Click **Lock**. Your dashboard is saved and ready to use.
  </Step>
</Steps>

Next time you open this project, the Overview tab shows you progress stats, today's tasks, recent notes, client metadata, reminders, and recent files — all in one screen.

## Limitations

| Limitation                                             | Detail                                                                                                                       |
| ------------------------------------------------------ | ---------------------------------------------------------------------------------------------------------------------------- |
| **Layouts are per-user, per-project**                  | Each person on a project has their own arrangement. Resetting your layout doesn't affect anyone else.                        |
| **Sticky notes are hard-deleted**                      | No trash, no undo for sticky note deletion.                                                                                  |
| **Sticky notes are private**                           | They never sync across users, even on shared projects.                                                                       |
| **Custom field values don't surface in global search** | Custom fields live on the dashboard; they're not indexed in the workspace search.                                            |
| **Custom Analytics options are limited**               | The configurable metric set is bounded by what's been shipped. More options are added over time.                             |
| **Quick Capture items are widget-local**               | They live in the widget config, not in the database. Promote to tasks if persistence matters.                                |
| **Last-write-wins on layout edits**                    | Editing the same project dashboard from two browser tabs simultaneously means the last save wins.                            |
| **Drag handle is the title bar only**                  | This is intentional — the widget body stays fully interactive (scrollable lists, clickable items).                           |
| **Widgets are scoped to their project**                | No widget on a per-project dashboard can pull data from other projects. Use the workspace dashboard for cross-project views. |

## FAQ

<AccordionGroup>
  <Accordion title="I accidentally removed a widget. How do I get it back?">
    Click **Edit → Add Widget**. All widget types you've removed become available again in the popover.
  </Accordion>

  <Accordion title="My dashboard looks empty after I reset the layout.">
    Reset restores the three defaults: Progress Overview, Quick Tasks, and Notes List. Re-add any additional widgets you want via **Add Widget**.
  </Accordion>

  <Accordion title="Can I see tasks from all my projects in one dashboard widget?">
    Not on a per-project dashboard — every widget here is scoped to the current project. The main workspace dashboard at the top of the app has cross-project widgets.
  </Accordion>

  <Accordion title="Can my teammate and I share the same dashboard layout?">
    Not today. Layouts are per-user, per-project by design so your customization doesn't override a teammate's setup. Each person configures their own.
  </Accordion>

  <Accordion title="Does the Files widget show all files or just recent ones?">
    On the per-project dashboard, the Files widget shows recent files linked to that project. For the full file list, open the project's Files tab.
  </Accordion>

  <Accordion title="Can I have more than one of the same widget?">
    No. Each widget type can appear once per dashboard. The Add Widget popover hides types you've already added.
  </Accordion>
</AccordionGroup>