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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.

Goals give you a place to define what success looks like — separate from the day-to-day flow of tasks. You set a target, track progress as your work advances, and archive goals when you’ve reached them (or moved on). Goals work best when they’re connected to the projects and tasks doing the actual work.

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Create a goal

1

Open Goals

Click Goals in the left sidebar.
2

Click New goal

Enter a title that describes the outcome you’re working toward — for example, “Launch v2.0 by end of quarter” or “Reduce support ticket volume by 20%.”
3

Set a target

Define what completion looks like. Add a target value and a unit (for example, 100 tasks closed, $50,000 in pipeline, 90% customer satisfaction). You can also set a target date.
4

Save and start tracking

Click Create. Your goal appears in the Goals list, starting at 0% progress.

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Update goal progress

Progress doesn’t update automatically — you log updates manually as work moves forward. This keeps goal tracking intentional rather than purely mechanical.
1

Open the goal

Click any goal in the list to open its detail view.
2

Log a progress update

Enter the current value toward your target. Navis Ops calculates the percentage and updates the progress visualization.
3

Add a note (optional)

Include context about what drove the progress — a milestone hit, a batch of tasks completed, or an external event. Notes on progress updates create a useful record of how the goal evolved.

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Progress visualization

Each goal shows a progress bar and a percentage toward its target. At a glance, you can see:
  • Current value and target value side by side
  • Percentage complete as a visual progress bar
  • Target date and how much time remains
  • A history of updates with timestamps and notes
Update goal progress regularly — weekly during a project review works well — so the visualization stays meaningful and doesn’t fall stale.
Goals become more powerful when they’re connected to the work driving them. Linking a goal to a project or task creates a visible relationship between strategy and execution. To link a goal:
1

Open the goal

Click the goal to open its detail view.
2

Add a link

Look for the Linked projects or Linked tasks section and click Add link. Search for the project or task you want to associate.
3

View the connection

Linked items appear in the goal’s detail view. You can navigate directly to any linked project or task from there.
Linking is associative — it doesn’t automatically roll up task completion into goal progress. You still update goal progress manually. The link is a navigation aid and a record of intent.

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Archive a goal

When you’ve reached a goal (or it’s no longer relevant), archive it to keep the active Goals list focused.
1

Open the goal

Click the goal you want to archive.
2

Click Archive

Select Archive from the goal’s action menu.
3

Access archived goals

Archived goals are hidden from the main Goals list by default. Toggle the Show archived filter to view them when you need to reference past goals.
Archiving a goal doesn’t delete it. All progress updates, linked projects, and notes are preserved. You can unarchive a goal at any time.

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Organize your goals

Active goals

Goals currently in progress. Keep this list focused — aim for goals you’re actively working toward this quarter or month.

Archived goals

Completed or retired goals. Use them as a record of what you’ve accomplished and as a reference when setting new goals.

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FAQ

Not currently. Progress is updated manually. This is intentional — goals often represent outcomes that aren’t a 1:1 match with task count, so manual updates keep the numbers meaningful.
Each goal has one primary target. If you have multiple metrics to track, create separate goals and link them to the same project.
The links are preserved. The linked projects and tasks are unaffected — archiving only removes the goal from the active list.
Yes. Use the delete option in the goal’s action menu. Deleted goals go to Trash, where you can recover them before permanently removing them.
There’s no fixed limit. That said, goals work best when kept focused. A short list of meaningful goals is more useful than a long list that’s hard to maintain.