> ## 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.

# Manage projects in Navis Ops

> Create and organize projects — the top-level containers for all your tasks, notes, files, code pens, calendar events, and time entries.

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.

## Create a project

<Steps>
  <Step title="Open the Projects page">
    Click **Projects** in the left sidebar.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Organize the projects list

You can switch between **grid view** and **list view** using the toggle in the toolbar. Your choice persists across sessions.

<Tabs>
  <Tab title="Filter and sort">
    * 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
  </Tab>

  <Tab title="Pin projects">
    Pin the projects you're currently working on so they always appear at the top. In grid view, you can drag pinned projects to reorder them. Pinned order is per-user — it doesn't affect how anyone else sees the list.
  </Tab>
</Tabs>

## 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.

<Steps>
  <Step title="Open Manage project types">
    Click **Manage project types** in the Projects toolbar.
  </Step>

  <Step title="Create a custom type">
    Give it a name, choose an icon from roughly 30 Lucide options, and pick one of 10 color presets.
  </Step>

  <Step title="Apply it to projects">
    Select your new type when creating or editing any project.
  </Step>
</Steps>

<Note>
  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.
</Note>

## 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.

<CardGroup cols={3}>
  <Card title="Overview" icon="layout-dashboard" href="/guides/dashboard">
    The customizable per-project dashboard. Add widgets for tasks, notes, files, custom fields, and more.
  </Card>

  <Card title="Tasks" icon="circle-check" href="/guides/tasks">
    Board or list view for all tasks in the project. Toggle between views; your preference persists.
  </Card>

  <Card title="Milestones" icon="flag" href="/guides/projects">
    High-level markers for tracking major project milestones and their completion dates.
  </Card>

  <Card title="Notes" icon="notebook" href="/guides/notes">
    Rich text notes attached to the project, with grid, list, and folders view.
  </Card>

  <Card title="Calendar" icon="calendar" href="/guides/calendar">
    Month view of all calendar events and tasks with due dates for this project.
  </Card>

  <Card title="Links" icon="link" href="/guides/projects">
    Bookmarks and reference URLs attached to the project.
  </Card>

  <Card title="Time" icon="clock" href="/guides/time-tracking">
    Time entries logged against this project, with manual-entry support.
  </Card>

  <Card title="Code Pens" icon="code" href="/guides/code-pens">
    Code pens linked to this project, with live preview.
  </Card>

  <Card title="Files" icon="file" href="/guides/files">
    Files uploaded to or linked with this project.
  </Card>
</CardGroup>

## 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:

| Type         | Use it for                                  |
| ------------ | ------------------------------------------- |
| **Text**     | Names, notes, free-form labels              |
| **URL**      | External links, design files, repositories  |
| **Date**     | Launch dates, deadlines, milestones         |
| **Number**   | Counts, versions, quantities                |
| **Currency** | Budgets, cost estimates                     |
| **Select**   | Predefined options like phase or risk level |

Custom fields render in the **Project Details** widget on the project's Overview dashboard.

<Tip>
  Toggle on only the curated fields you actually need. The Project Details widget stays clean when you're selective.
</Tip>

## Use a project template

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

<Steps>
  <Step title="Open Templates">
    Click **Templates** in the left sidebar.
  </Step>

  <Step title="Choose a template">
    Browse available templates and click **Use template**.
  </Step>

  <Step title="Name your project">
    Give the new project a name and adjust any settings. The structure from the template carries over.
  </Step>
</Steps>

## Walkthrough: set up a client project

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

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Add a sticky notes widget">
    Click **Add Widget → Sticky Notes**. Use it for quick reminders like "Ask Sam about copy approval."
  </Step>

  <Step title="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.
  </Step>

  <Step title="Organize the Notes tab">
    Open **Notes** and create folders: Meetings, Research, Design Reviews. Drag notes into the right folders as the project progresses.
  </Step>

  <Step title="Set up the task board">
    Open the **Tasks** tab, switch to board view, and create your first stories.
  </Step>

  <Step title="Pin the project">
    Go back to the Projects list and pin this project so it stays at the top while it's active.
  </Step>
</Steps>

## Limitations

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

## FAQ

<AccordionGroup>
  <Accordion title="Can I drag a task from one project to another?">
    Not with drag-and-drop. Open the task and change its **Project** field to move it to a different project.
  </Accordion>

  <Accordion title="I deleted a project by accident. Can I get it back?">
    Yes. Open **Trash** from your account dropdown. Soft-deleted projects stay there until you permanently delete them.
  </Accordion>

  <Accordion title="Can I duplicate a project to use as a starting point?">
    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.
  </Accordion>

  <Accordion title="My project has 100+ files. Will the dashboard slow down?">
    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.
  </Accordion>

  <Accordion title="Can teammates access my project?">
    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.
  </Accordion>

  <Accordion title="Can I rename the default project types?">
    Yes. Open **Manage project types** and edit any of the five defaults. You can change their name, icon, and color — just not delete them.
  </Accordion>
</AccordionGroup>