Walkthroughs

Codex / Workspace setup

Create a Codex Workspace from a Project Folder

Every Codex workspace is tied to one folder on your computer. Name the folders whatever fits your project, attach the right one in Codex, and start a chat from that project row.

Codex open2 minutesBeginner
An image-generated Codex Projects sidebar showing the new-chat control for the attached project folder.

Attach the project folder you want Codex to treat as home

Use any folder names you want. In this example, `My Agent Projects` is just the parent folder that keeps things organized, and `This Project` is the one you'll attach in Codex. Choose `Use an existing folder`, select `This Project`, then start a new chat from that project row. The final check: the new thread should show `This Project` with `Local` selected.

Attach the local folder and start the first workspace chat

  1. 1

    The folder boundary decides what Codex can see

    Why
    Codex treats one folder as its entire working area for a project. You can use a parent folder to organize multiple projects, and then point Codex at the specific project folder inside it.
    Action
    Name the folders whatever fits your work. This example uses `My Agent Projects` as the parent folder and `This Project` as the project folder inside it.
    Result
    You have a project folder ready to attach in Codex.
    Tip
    The parent folder is for organization. The project subfolder is the one you will select in Codex.
    An image-generated Codex walkthrough scene showing a parent projects folder with a project subfolder inside it.
  2. 2

    Existing folders keep your local structure intact

    Why
    Since you already have a folder on your computer, you'll tell Codex to use that one instead of creating something new.
    Action
    In Codex, open `Projects`, click the add-folder control, and choose `Use an existing folder`.
    Result
    macOS opens the folder picker on your computer.
    Tip
    `Start from scratch` creates a new empty project. `Use an existing folder` is what you pick when you already have a folder set up.
    An image-generated Codex Projects sidebar showing the add menu with Use an existing folder selected.
  3. 3

    The project folder becomes the workspace name

    Why
    Whatever folder you select here becomes the project name in Codex, so pick the specific project folder you want Codex to work inside.
    Action
    In the folder picker, open your parent folder if you made one, select `This Project`, and click `Open`.
    Result
    Codex adds `This Project` under `Projects`.
    Tip
    `This Project` is only the example name. If your folder is called `2nd-brain`, `personal-os`, or anything else, select that folder instead.
    An image-generated macOS folder picker showing the project subfolder selected.
  4. 4

    No chats means the project is attached but unused

    Why
    When you see the project row, Codex has the folder. 'No chats' underneath just means you haven't started a conversation there yet.
    Action
    Check the `Projects` list for `This Project`. It should appear with `No chats` under it.
    Result
    The folder is attached as a Codex project and ready for its first thread.
    An image-generated Codex Projects sidebar showing the attached project folder with No chats underneath.
  5. 5

    Start the chat from the project row

    Why
    Starting the chat from the project row connects it to that folder automatically. This is how Codex knows which files to work with.
    Action
    Hover `This Project` and click the new-chat control. The tooltip uses your folder name, such as `Start new chat in This Project`.
    Result
    A new composer opens for that project.
    Tip
    If you start a generic chat from outside the project, Codex won't have access to the folder you set up.
    An image-generated Codex Projects sidebar showing the new-chat control for the attached project folder.
  6. 6

    The active workspace should match the folder before you ask

    Why
    Quick sanity check before you type anything: make sure Codex is pointed at the right folder. A wrong selection here means Codex works in the wrong place.
    Action
    Before sending your first prompt, check that the top of the chat shows `This Project` and that `Local` is selected.
    Result
    Codex is ready to work in the attached local folder.
    Tip
    Select `Local` when you want Codex to read and write files directly in your folder. Worktrees are a separate feature for running multiple Git branches at once.
    An image-generated Codex chat composer showing the attached project folder as the active Local workspace.