Everything you need to run Navalo
Guides for every part of Navalo - from your first workspace to meetings, chat, AI teammates, admin controls and fixes when something misbehaves. Each article covers what a feature does, its default behavior, and exactly how to change it.
Getting started
Create or join a workspace, pick an industry preset, and bring your team in.
Projects & tasks
Projects, boards, tasks, checklists, files, templates and the tabs a project can carry.
- What a project is
- A project's tabs
- Board, List and Backlog
- Tasks, assignees and effort
- Subtasks & checklists
- Your to-do list
- Your Notebook
- Labels, milestones & dates
- Project visibility & access
- Files on a project
- Project templates
- Members, RAID, Goals, Budget & Deployments
- Grids and formulas
- Formatting a Grid
- Automations
- The Keys vault
Timeline & schedule health
How Navalo decides what's late, the Gantt, capacity, and the "are you at risk?" check-in.
Meetings
The bot, transcripts, summaries, the vault, Studio and scheduling.
Chat & calls
Channels, DMs, commands, references, and calls that follow you around the app.
- Channels & direct messages
- Group chats & deleting a channel
- Messages, reactions, editing & search
- Suggestions from channel messages
- Mentions & notifications in chat
- Chat commands & references
- Summarize a thread into a project
- Calls
- How call media is protected
- Partners & cross-org chat
- Voice notes
- Project chat, and how rooms are marked read
- /standup and /remind
Mail & Calendar
Connect inboxes, turn email into work, and run your real schedule in-app.
AI in Navalo
Ava, per-project Autopilot, meeting AI, agents - and which of them to reach for.
- Which AI does what
- Ava, your assistant
- Autopilot - setting it up
- Autopilot - what it actually does
- Meeting AI
- Agents
- What Autopilot reads from your extensions
- Reading a decision card
- Ava Dossiers
- How Ava builds decks and documents
- Ava finds places and books them
- Inviting people from Ava
- When someone can't make it, and confirm-by dates
- Follow-up drafts
- Ava's budget line and search limits
- Places, your location and the workspace address
- Dossiers as documents
- Who did this? Ava, Autopilot, agents and Navalo
Extensions & marketplace
What an extension is, how to install, scope and remove one, and what disabling really does.
Industry extensions
The extensions built for particular industries - IT/MSPs, engineering, healthcare and government - plus signing, org charts and training.
- IT & MSP extensions
- Invoices and bill rates
- Engineering & construction extensions
- Healthcare extensions
- Government & public sector extensions
- Navalo Signatures
- Structures
- Training
- Contract Deliverables
- CMMC Readiness
- Requirements & Traceability
- Jobsite: Today, the diary, materials and Site Work
- Households, Vendor Register and Records Export
CRM
Leads, contacts, accounts, opportunities, activities and reports.
Forms
Ask people something, inside the workspace or through a link, and read what they said.
Strategy
Where the organization is going, how it gets there, and whether it is working: goals, programs and the portfolio.
Money and finances
The Finances tab: income, budgets across projects, spend, profitability and the alerts that say what needs a look.
Your organization
The people directory, teams and divisions, your own profile, and presence.
- The Organization tab
- The new Organization tab: Overview, People, Structure, Capacity
- The HR hub
- Capacity on the Organization tab
- The organization watchdog
- Concerns and anonymity
- Teams & divisions
- Your profile & contact details
- Presence & status
- Time off: requests and balances
- Time off: planning and approvals
- Time off: asking Ava
- Levels and labels: divisions, departments, teams and groups
- Roles and the chain of command
- Sub-organizations: link modes and usage by workspace
- Navigation presets and the priority setting
- Structures: Settings mode and Map mode
- Structures: auto-linking boxes
- Structures: drafts, publishing and conflicts
- Shifts
- Availability deadlines and saved schedules
- Uploading a school or other-job schedule
- Time off: what a request affects, and PTO policies
- Dispatch
- Zooming your home
- Fill your hours from a picture or text
- The Roles & Teams page
- Structures: role boxes that assign, and decoration boxes
- Needs attention on Home
- Who's around
- Roles & Teams and Structure: one tab strip and pop-outs
Org settings & billing
The admin area, roles, plans and payment, security, time off and announcements.
Notifications & appearance
What reaches you and when, Do Not Disturb, and the five colour palettes.
Developers & API
Personal tokens, the v1 API, outgoing webhooks, the inbound hooks and the desktop endpoints.
Troubleshooting & FAQ
Fixes for common issues and answers to frequent questions.
Tips & tricks
Little habits that make Navalo do a lot more of the work for you.
Toolbox
Grids, tables, charts, decks, pages, notes, forms and more, each full-screen, and linked to the work they are about.
- The Toolbox and its launcher
- Tool home pages
- Where an output lives, and sharing it
- Link to, and the Linked section
- The launch screen
- Signatures moved into the Toolbox
- AI and linked outputs
- Decks: making a deck
- Decks: presenting a deck
- Decks: PowerPoint and PDF files
- Decks: drafting a deck with AI
- New tools in Pages, Decks, Grids and Signatures
Agents
AI agents that watch one part of the business for a person, suggest what to do, and act only as far as you allow.
- The Agents page
- How far an agent may act
- Money, people and outside email always ask
- Pausing and stopping an agent
- Sponsors: the person an agent answers to
- Hiring an agent
- What an agent costs in AI credit
- The Org Watchdog agent
- The People Ops agent
- The Capacity Planner agent
- The Portfolio Analyst agent
- The Finance Controller agent
- The Chief of Staff agent
- When an agent asks you a question
- Agent updates in the decision box
- Drafts your agents leave for you
- Answering agent questions on the phone
214 articles across 21 topics
Can't find your answer?
Browse the guides above, or reach our team directly - every support ticket is created and tracked right inside Navalo, so you never lose a reply.
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