Skip to content

Task guides ​

Use these guides when you know what you want to achieve. Each entry gives a starting condition and a result. If you are learning the workflow for the first time, follow the five-step quickstart instead.

Work with team knowledge ​

TaskStart here when…Result
Select existing organization MemoryThe shared document exists but your Project does not use it yetThe Project references the selected Memory
Use selected Memory with CodexYour repository is bound to a ProjectCodex retrieves the knowledge relevant to its task
Ask Codex to propose an updateA shared document needs a specific correctionA Draft contains the authorized change
Review and publish a proposalA Draft is ready for human reviewA reviewed update becomes the shared version
Create a new MemoryThe organization does not yet have the knowledge you needA new document is proposed and published
Find a recurring member taskYou want a shortcut to a familiar part of the workflowThe relevant instructions, without repeating the tutorial

The first four entries also appear in the tutorial. They link to the same instructions so fixes do not drift between copies. Creating a new Memory is a separate task; selecting an existing one never requires copying its content.

Set up or troubleshoot a workspace ​

TaskGuide
Obtain the current AppAvailability and installation
Sign in to an organizationConnect
Create a Project and associate a local repositoryCreate a project
Configure an agent integrationAgent integration
Understand how MCP selects project MemoryWorkspace binding
Connect DeepSeek HarnessDSH integration
Investigate missing content, sync problems, or slow Review loadingTroubleshooting

Administer or develop the service ​

TaskGuide
Deploy a Server for a teamOrganization deployment
Check authentication and account accessAuthentication and sessions
Run a development instance or change the implementationDevelopment workflow
Locate a component's source and testsCodebase map
Investigate a performance observationPerformance evidence

For explanations of why the system works this way, use the design reading route. For exact fields, permissions, and errors, use Interface reference.