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Notes give you a full-featured rich-text editor for capturing anything from meeting minutes to design reviews. You can organize notes in nested folders, tag and icon them for quick recognition, and link them to projects so related context is always one click away.

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Getting started

1

Open Notes

Click Notes in the sidebar. If it isn’t pinned, find it under More.
2

Create a note

Click New note, give it a title, and start typing. Your changes save automatically — there’s no save button to click.
3

Add formatting

Type / anywhere in the body to open the command menu. Pick from headings, bullet and numbered lists, task lists, code blocks with syntax highlighting, tables, images, and callouts.
4

Mention other content

Type @ to link to another note, task, project, flow, or calendar event. The mention becomes a clickable link inside your note.

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What you can do

Rich text editor

15+ Tiptap extensions, slash commands, bubble toolbar, and @-mentions.

Folder organization

Nested folders, drag-and-drop, icons, tags, and pinning.

Three view modes

Switch between Grid, List, and Folders views with one click.

AI features

Transcribe audio files and convert Markdown or HTML into rich text.

PDF export

Export any note as a PDF that matches what you see on screen.

Project linking

Attach notes to projects so they appear in the project’s Notes tab.

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Editor

The editor is built on Tiptap and supports more than 15 extensions out of the box. Formatting you can apply:
  • Headings (H1–H6), paragraph, and blockquote
  • Bullet lists, numbered lists, and task lists (with checkboxes)
  • Code blocks with syntax highlighting
  • Tables with resizable columns
  • Inline: bold, italic, underline, strikethrough, inline code, link, highlight, text color, text alignment
How to apply formatting:
  • Type / for the slash command menu — browse or search for any block type
  • Select text to reveal the bubble toolbar with inline formatting options (bold, italic, underline, strikethrough, inline code, link, highlight)
Linking with @-mentions: Type @ followed by a name to link to another note, task, project, flow, or calendar event. The mention is stored as a clickable reference — click it to jump directly to that item. Version history: Every note keeps a version history. Open the note menu and choose Version history to see past states and roll back to any of them.

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Organize

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Folders

Folders in Notes are infinitely nestable. You can create a folder structure as deep as you need.
1

Switch to Folders view

Click the Folders view button in the top-right of the Notes page. The folder tree appears in the left rail.
2

Create a folder

Click the + button next to any folder (or at the top level) and type a name.
3

Create a subfolder

Open an existing folder, then click + inside it to nest a subfolder.
4

Move a note

Drag a note card onto any folder in the tree, or open the note and change the Folder field in its metadata panel.
Deleting a folder does not delete the notes inside it — they become unfoldered. However, if you later restore the folder, those notes do not return to it automatically. You’ll need to move them back manually.

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Icons

Each note can have one of 24 icons (document, meeting, brain, star, and more). Pick an icon from the note’s metadata panel. Icons appear on note cards in Grid and Folders views, giving you an at-a-glance visual cue.

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Tags

Tags are color-coded text labels. Add as many as you like to a note. Tags appear as badges on note cards, and you can filter the Notes page by tag to find related notes instantly.

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Pinning

Pin a note to keep it at the top of any view. Open the note card menu and select Pin. Pinned notes sort before everything else, regardless of the current sort order.

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Views

Cards arranged in a responsive grid. Each card shows the note’s icon, title, tags, folder breadcrumb, linked project name, and last-updated timestamp. Good for browsing a library of notes visually.
Your view choice is remembered per page — switching tabs or leaving Notes won’t reset it. You can also filter notes by title or full-text content, and narrow results by tag, project, or folder using the filter bar above the note list.

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AI features

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Audio transcription

You can upload an audio recording directly into the editor and get a written transcript back — no external tool needed.
1

Open the transcription tool

In the editor toolbar, click the Transcribe audio button (microphone icon).
2

Upload your file

Select an audio file from your computer. Files up to 500 MB are supported.
3

Wait for transcription

The editor polls for the result. Files under 25 MB typically finish in under 3 minutes. Larger files can take up to 10 minutes.
4

Review the transcript

The transcript is inserted as a heading and blockquote directly into the note body. Edit it as you would any other text.
Transcription is powered by AssemblyAI. The audio file is sent to AssemblyAI for processing and is not stored by Navis Ops after the transcript is returned.

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Markdown and HTML conversion

If you have content in Markdown or HTML from another tool, you can convert it into formatted rich text without copy-pasting field by field.
1

Paste your content

Open or create a note. Paste your raw Markdown or HTML directly into the editor body.
2

Click Convert

The Convert button appears in the toolbar. Click it.
3

Review the result

The editor detects the format and converts it. Headings, lists, code blocks, links, and tables all come through as formatted rich text.
The converter requires at least two Markdown syntax patterns to be present before it triggers. Very short snippets or plain text with a stray # won’t convert — this avoids false positives.

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Export

To export a note as PDF, open the note and click the Export button in the toolbar. Choose PDF. The exported file uses the in-app renderer, so the output matches what you see on screen — headings, code blocks, tables, and all — with proper page breaks. You can also export as Markdown if you want a portable plain-text version.

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Project linking

Assign a note to a project from the Project field in the note’s metadata panel. Once linked, the note appears in the project’s Notes tab. This keeps reference material, meeting notes, and research attached to the work they relate to. You can also use @-mentions in the note body to create inline links to any project (or task, flow, or event) without making the note exclusively tied to one project.

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Walkthrough: set up a meeting-notes folder

You take weekly standups and want them organized in one place.
1

Switch to Folders view

On the Notes page, click Folders in the view toggle.
2

Create a top-level folder

Click + in the folder tree and name it Meetings.
3

Add a subfolder

Open the Meetings folder, click + again, and name it Q3 standups.
4

Create a note in the folder

Click New note. In the metadata panel, set the Folder to Q3 standups, pick the Meeting icon, and add a tag like weekly-standup with a color.
5

Save and repeat

The note appears in the folder with its icon and tag visible on the card. Each week, create another note in the same folder. Use the tag filter to pull up all standup notes in seconds.

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Walkthrough: convert a Markdown export into a note

You exported meeting notes from Notion or Obsidian as Markdown and want them in Navis Ops.
1

Create a new note

Click New note and leave the body empty.
2

Paste your Markdown

Copy your Markdown content and paste it directly into the note body.
3

Click Convert

Click the Convert button in the editor toolbar. The Markdown is processed and rendered as formatted rich text — headings, lists, code blocks, links, and tables all intact.

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Limitations

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FAQ

Not directly. To share a note’s content, export it as PDF and send the file. For shareable live HTML/CSS/JS demos, use Code Pens instead.
Open the note, click the Export button in the toolbar, and choose PDF or Markdown. The PDF output matches what you see on screen, with correct pagination.
You can drop images directly into the editor and they’ll upload inline. For larger files like PDFs or recordings, store them in Files and reference them with an @-mention in the note body.
Notes may have been reorganized during a workspace update. Check the All notes view (switch off any active folder or tag filter) to see everything. If notes have tags applied, filter by tag to find them. You can also use search to locate any note by title or body content.
The converter requires at least two Markdown syntax patterns (like a heading # plus a list -) to avoid false positives on plain text. If your content has only one pattern or is essentially plain text, the conversion won’t trigger. Add a bit more Markdown structure and try again.
Files under 25 MB typically return a transcript in under 3 minutes. Files between 25 MB and 500 MB can take up to 10 minutes. If transcription times out, try again — it usually succeeds on retry.

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See also

Files

Store binaries, PDFs, and recordings that don’t fit in a note editor.

Projects

Link notes to projects and access them from the project’s Notes tab.

Code Pens

Build and share live HTML/CSS/JS demos with a public link.

Workflows

Automate actions that react to note events in your workspace.