Hello and welcome to Navo! Navo is a tool that helps you share your organization's bookmarks and tools with all your coworkers as an easy-to-navigate menu. This guide will walk you through using Navo's Admin Centre to create and publish your first menu. We'll go through addin a few items, uploading a logo, and sharing Navo with your coworkers.
Navo is broadly split into two pieces: Editing your menu, which your account administrators can do through Navo’s Admin Centre, and viewing your menu, which is open to all your coworkers. You can view Navo in SharePoint, on your phone, or even in our browser extension. Wherever you are, whatever device you’re using, everyone sees the same menu.
Whether you’re building your first menu or coming in to make some changes to one that already exists, building a menu in Navo is always the same. You edit the menu, you set how you want Navo to look, and then you publish your changes.
When you first log in to the Navo Admin Centre, you’ll be taken to the Editor. The Editor is where you add new links and folders to your menu, change the structure of your menu, and preview what your menu is going to look like. If this is your first time using Navo, you’ll find our starter template.
At any time, you can get back to the Editor screen by clicking the pencil on the left-hand side of the menu.
Creating a menu item
In Navo, a menu item can either be a link to another website, tool (like Outlook, or a SharePoint page), or resource, or a folder that contains other menu items (including other folders!).
You have a few options when creating a new menu item:
- You can click the Add New Item button at the bottom of the editor. This will create a new menu item and the bottom of your menu.
- Hovering over an item clicking the plus to add a menu item beside the item you're hovering. We call these "sibling" items.
- Hovering over an item and clicking the playlist_add to add a menu item inside the item you're hovering. This will transform the main menu item into a folder and create a new "child" item within it.
Regardless of what you pick, a menu item always starts as a link, and always has the same options. Let’s start by clicking the Add New Item button at the bottom.
The only required field on a menu item is the Title, which shows up when you view your menu. Adding a URL to a menu item will let you link to other websites. The rest of the fields help orient your users but aren’t required. Once you’re happy with your basic menu item, click Save to finish.
Go ahead and add a few items to your menu. A couple ideas to start:
- A link to your HR site.
- A folder for common tools, where you can add links to email, calendars, and file stores.
- A link to get to Google (people are always looking for it).
When designing your first menu, we recommend only worrying about titles and structure first. Then, once you’re happy with your setup and items, go back to add in more detail. You can edit an existing menu by hovering over it and clicking the pencil.
As you go through making changes your menu, the Live Preview on the right-hand side of your screen will update. The live preview shows you what your coworkers will see in the various apps when you Publish your menu. You can switch apps through the dropdown above the live preview. You can also switch between Light and Dark Mode by clicking the brightness_5 /brightness_3toggle.
If you click the full screen button, the live preview will expand to take up your entire screen. When in full screen mode, you can also preview your menu on different screen sizes.
The live preview does not show on smaller screens, or when you have more than 500 items in your menu.
Organizing your menu
Once you have a few menu items, you can reorganize your menu by dragging the items around. This lets you reorder your menu, move items from one folder to another, and turn existing links into folders.
In Navo, every menu item starts as a link. To change an existing menu item into a folder, all you need to do is drag a menu item below and to the right to add it as a child. You can also click the playlist_add to create a new child inside a folder. If you do this on a menu item that’s not a folder, the menu item will also transform into a folder. Changing a folder back into a link is as easy as removing all its children.
Saving your changes
After you’ve made a few changes to your menu, you’ll want to save your changes. At any point, you can save by clicking either the SAVE DRAFT or PUBLISH buttons at the top of the screen. You'll be prompted for a comment however you save, which is recorded in your version history.
Saving a draft saves a copy of your menu so you can keep working on it, but your changes won’t show up in any of the apps. Publishing a menu, on the other hand, saves a copy of your menu and publishes your changes so your coworkers can see them.
Once you publish your changes, your menu is good to go! Your coworkers can now open our web app to see your menu, complete with your latest changes. The rest of this guide covers changing how your menu looks and setting up a few of the other apps.
Changing how Navo looks
Once you’re happy with your (initial) menu, it’s time to change how Navo looks. You can upload your company logo, adjust styling, and set some SharePoint specific settings in the Display section. You can get to the display section at anytime by clicking the palette icon on the left hand side.
Remember to save any changes you make in here by using the SAVE DRAFT or PUBLISH buttons.
The general settings change the Navo Web App, the Navo Browser Extensions, and the Navo Teams Extension. You can set how the items are displayed, as well as upload your company’s logo for display in light or dark mode. If you have one on hand, go ahead and upload a light version and a dark version of your logo.
Users will see different logos depending upon their own colour mode choice. You can preview the two different logos by clicking the brightness_5 /brightness_3toggle. above the live preview.
Users can change the layout settings and colour mode depending on their own preference. What you set in the display section acts as the default for all your employees.
The SharePoint settings contains settings unique to Navo for SharePoint. This includes a logo specifically for SharePoint, different menus styles, sizes, and the option to turn on some extra behaviours. Turning on Display Secondary Menu or Display Footer will let you create a separate menu that shows up only in SharePoint.
When you’re done changing your display settings, make sure to save and publish your changes (if you made any).
Sharing Navo with your coworkers
After setting up your menu, your coworkers can start using it. Depending on the platforms they use, you may need to do some setup first. We list all the platforms we support on the deploy page. You can get to the deploy page at anytime by clicking the computer on the left hand side.
Since Navo is based on Office 365, your coworkers don’t need to worry about learning a new password or account name. They can just login with their existing office account and start using Navo.
Navo’s Web app is available at https://app.getnavo.com. It works on all devices, and in all modern browsers. The website can also be downloaded to a phone and saved as an app.
Navo has a browser extension for both Google Chrome and Microsoft Edge. The extension lets you access Navo at any time, on any page, as well as provides a quick link to the web app. You can also search Navo directly from your address bar by typing “n” and pressing the “tab” key.
Setting up Navo for SharePoint requires some extra steps, and a one-time acceptance of higher permissions. You can get started by clicking Manage SP Sites. The SharePoint section will then walk you through the various setup steps.
After Navo for SharePoint is setup, you can add Navo individually to a site, or turn on Tenant Wide Mode to add it to all your sites.
Due to SharePoint being a bit inconsistent, based on the time of day and age of tenancy, setting up SharePoint can take from 5 minutes to 2 days. If you run into any problems, feel free to reach out to our support and we’ll help you troubleshoot any issues.