Documentation
Project Management

Opening and Closing Projects

Understand the startup project list, project filters, project-card actions, offline states, and safe project closing.

Opening and Closing Projects

The startup screen is your project hub. It shows local projects, cloud projects you can download, synced team projects, and projects that need attention before opening.

Project Filters

The project list can be filtered by status:

  • All Projects: Everything Codex can currently show.
  • Available Locally: Projects already on this device.
  • Online Only: Projects available in the cloud but not yet downloaded.
  • Synced Projects: Local projects connected to cloud sync.
  • Non-Synced Projects: Local projects without active cloud sync.

If an invited project is missing, confirm you are signed in with the exact email address your coordinator invited, then check Online Only.

Project Card Actions

Different buttons appear depending on project state.

ActionWhat it means
DownloadDownload an online project to this device.
OpenOpen a local project.
Open OfflineOpen a local project without reaching the server. Use this when the server or network is unavailable.
Fix & OpenRepair a local project entry whose remote connection or metadata is not fully aligned, then open it.
UpdatePull required project changes before opening.
Update ProjectApply an admin-initiated project update or project swap.
Clean MediaRemove locally cached streamed media files.
ZIP (with git)Create a full backup archive that includes Git history.
Mini ZIPCreate a smaller backup archive without full Git history.
DeleteRemove the local copy from this device.

Badges such as Unsynced, Archived, Not Found Online, Server Unreachable, Deprecated, and Update required explain why a project card is behaving differently.

Open a Project

  1. Launch Codex.
  2. Sign in if the project requires cloud access.
  3. Use the filter or search box to find the project.
  4. Click the project card's action button: Open, Download, Open Offline, or Update.
  5. Wait for sync or setup to finish.

Large projects, media-heavy projects, or first downloads can take longer than local projects.

Close a Project

  1. Save the cell you are editing. If a checkmark appears in the cell editor, click it to finish the edit.
  2. Open the Main Menu.
  3. Scroll to the bottom.
  4. Click Close Project.
  5. Confirm the close action.

Codex returns to the startup screen.

Offline Opening

If the server is unreachable but the project exists on your device, use Open Offline. You can continue local editing. Sync, AI suggestions, project downloads, and team updates resume when you are online again.

Project Updates

Admins can require contributors to update a project before continuing. When this happens, the project card shows Update required and an Update or Update Project action. Use that project-card update flow before opening the project.

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