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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.

Projects are the organizing unit at the heart of Navis Ops. Everything you work on lives inside a project: tasks, notes, files, code pens, calendar events, and time entries. Each project has its own customizable dashboard so you can surface exactly the context you need at a glance.

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Create a project

1

Open the Projects page

Click Projects in the left sidebar.
2

Click New project

Give the project a name, pick a color, optionally choose a type (Development, Research, Writing, Design, Other, or a custom type), and confirm the status — Active is the default.
3

Start building

Click into the project. You land on the Overview tab — the per-project dashboard — where you can add widgets, create tasks, and begin organizing your work.

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Organize the projects list

You can switch between grid view and list view using the toggle in the toolbar. Your choice persists across sessions.
  • Filter by status: Active, Paused, Completed, or Archived
  • Filter by type using the color swatches
  • Sort by Name, Type, Status, Deadline, Created, or Updated (default is Updated, descending)
  • Search projects by name using the search bar

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Project types

Five default types ship with every Navis Ops account: Development, Research, Writing, Design, and Other. You can create your own types to match how your team works.
1

Open Manage project types

Click Manage project types in the Projects toolbar.
2

Create a custom type

Give it a name, choose an icon from roughly 30 Lucide options, and pick one of 10 color presets.
3

Apply it to projects

Select your new type when creating or editing any project.
The five default types (Development, Research, Writing, Design, Other) cannot be deleted — but you can rename them. Deleting a custom type removes the type from its projects; the projects themselves are unaffected and become uncategorized.

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What’s inside a project

Once you open a project, you’ll find nine tabs across the top — each one a different view into your work.

Overview

The customizable per-project dashboard. Add widgets for tasks, notes, files, custom fields, and more.

Tasks

Board or list view for all tasks in the project. Toggle between views; your preference persists.

Milestones

High-level markers for tracking major project milestones and their completion dates.

Notes

Rich text notes attached to the project, with grid, list, and folders view.

Calendar

Month view of all calendar events and tasks with due dates for this project.

Links

Bookmarks and reference URLs attached to the project.

Time

Time entries logged against this project, with manual-entry support.

Code Pens

Code pens linked to this project, with live preview.

Files

Files uploaded to or linked with this project.

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Custom fields

Custom fields let you track project metadata that doesn’t fit into standard fields — client names, budget figures, launch dates, links to external tools, risk levels, and more. Navis Ops ships 19 curated field templates to get you started quickly, including:
  • client_name, stakeholder, budget
  • target_launch, phase, risk_level
  • repository_url, figma_link, design_file
You can also define your own fields. Supported field types are:
TypeUse it for
TextNames, notes, free-form labels
URLExternal links, design files, repositories
DateLaunch dates, deadlines, milestones
NumberCounts, versions, quantities
CurrencyBudgets, cost estimates
SelectPredefined options like phase or risk level
Custom fields render in the Project Details widget on the project’s Overview dashboard.
Toggle on only the curated fields you actually need. The Project Details widget stays clean when you’re selective.

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Use a project template

If you’ve saved a project as a template, you can use it when creating a new project.
1

Open Templates

Click Templates in the left sidebar.
2

Choose a template

Browse available templates and click Use template.
3

Name your project

Give the new project a name and adjust any settings. The structure from the template carries over.

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Walkthrough: set up a client project

Here’s how to get a client engagement project fully configured from scratch.
1

Create the project

Click New project, name it (for example, “Acme Q3 launch”), pick a color, and choose a type — use an existing one like Design or create a Client work custom type.
2

Add custom fields to the dashboard

Open the Overview tab, click Edit, then Add Widget → Project Details. Toggle on the curated fields you want: client_name, target_launch, repository_url, figma_link, budget. Fill them in.
3

Add a sticky notes widget

Click Add Widget → Sticky Notes. Use it for quick reminders like “Ask Sam about copy approval.”
4

Add a files widget and upload assets

Click Add Widget → Files. Head to the Files tab and drag in the kickoff brief and brand guide — they’ll appear in the widget automatically.
5

Organize the Notes tab

Open Notes and create folders: Meetings, Research, Design Reviews. Drag notes into the right folders as the project progresses.
6

Set up the task board

Open the Tasks tab, switch to board view, and create your first stories.
7

Pin the project

Go back to the Projects list and pin this project so it stays at the top while it’s active.

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Limitations

LimitationDetail
Custom field values are not searchable from the Projects listCustom fields live as in-project metadata. They don’t surface in workspace-level search or filters.
Default project types cannot be deletedThe five seeded types are protected. You can rename them but not remove them.
Deleting a custom type uncategorizes its projectsProjects that used the deleted type become uncategorized. No project data is lost.
Pinning is per-userPinned projects only affect the order you see on your Projects page.
Dashboard layouts are per-user, per-projectTwo people on the same project each maintain their own dashboard arrangement.
No bulk operationsMoving, copying, or changing the status of many projects at once isn’t supported.
Last-write-wins on dashboard layout conflictsEditing the same project dashboard in two browser tabs simultaneously means the last save overwrites the other.
No project-level access controlAll projects in your account are accessible to you. Per-project sharing with teammates is not yet available.

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FAQ

Not with drag-and-drop. Open the task and change its Project field to move it to a different project.
Yes. Open Trash from your account dropdown. Soft-deleted projects stay there until you permanently delete them.
Use the Templates feature in the sidebar. Create a project template from an existing project, then choose “Use template” when creating a new one. There’s no in-place “duplicate this project” option yet.
No. Dashboard widgets show curated, recent subsets — not the full dataset. The Files widget shows recent files; the complete list is on the Files tab.
Multi-user collaboration on a single project isn’t available yet. Project sticky notes and dashboard layouts are already scoped per-user in anticipation of this feature.
Yes. Open Manage project types and edit any of the five defaults. You can change their name, icon, and color — just not delete them.