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Use and update team Memory with Codex

This tutorial follows an existing Deployment rollback checklist at deployment-rollback.md. You will select it for a Payments project, let Codex use it in clumsies-demo, ask Codex to propose an improvement, and publish the proposal through human review.

The final check happens back in Codex: read the Memory again and confirm that the published change is present.

Before you start

WIP: check Get the App for current availability, then Connect to your organization. Installation and sign-in come before the five tutorial steps.

You need a signed-in organization account, a practice repository named clumsies-demo, and Codex. Project creation covers repository binding; the Codex page explains how the managed integration supplies Memory to a task.

The organization must already have a published deployment-rollback.md. It is an example used by these docs, not built-in sample content. If the organization has no suitable Memory, complete step 1: create a Project, then follow Create and publish a Memory with an authorized reviewer before continuing to step 2. Selecting an existing Memory adds its reference to the Project; it does not make a separate editable copy.

Who does each part?

OperationRequired role
Create a ProjectAn organization member; the creator becomes its Project admin
Select organization Memory for the ProjectA Project admin or an organization owner/admin
Publish a ReviewAn organization owner/admin

If another person will publish the Review, arrange that handoff before the final step. Working in Codex does not grant additional organization permissions.

Follow these five steps

StepWhat you doResult to check
1. Create a projectCreate Payments and bind clumsies-demoThe repository is associated with the intended Project
2. Select MemorySelect the existing organization checklistThe Project includes the shared document
3. Use it with CodexStart a task that needs the checklistCodex retrieves and reads the relevant Memory
4. Ask Codex to propose an updateExplicitly request a change to that MemoryA Draft contains the proposed edit; the organization version is unchanged
5. Review and publishA person submits Review, an authorized reviewer publishes, then Codex reads againThe shared version contains the change and Codex can retrieve it

Codex handles retrieval and reading as part of the task. You do not need to write MCP requests to follow this tutorial. A normal coding request also does not authorize changing team Memory; step 4 makes that instruction explicit.

deployment-rollback.md is a Memory path, not a file to copy into the practice repository. Keep the same Project, repository, and Memory throughout the tutorial.

What you should understand afterward

You should be able to explain why selecting Memory does not copy it, why a saved Draft is not yet a shared update, and why publication requires a person's Review decision. For the design behind these actions, continue with End-to-end flows and Core data structures.

Begin with Create a project. For a single recurring task, use Task guides.