Project Management
Navigating Codex
Learn how to navigate and get around in the Codex application once you've downloaded and installed it
1. First-Time Login and Account Creation
- When opening Codex for the first time, click the button at the top to create an account
- Choose your username, email, and password
- Write down your credentials and keep them somewhere secure
- If you've just signed up, the app will automatically log you in
- Otherwise, click the "Log In" button to access your projects
2. Understanding the Project List
- After logging in, you'll see a list of all your projects
- Each project displays its current status and progress
- Projects you have access to from other users will also appear in this list
3. Project Management Options
For each project in your list, you have several options:
Clone Button:
- Downloads the project to your local device
- Creates a local copy that can sync with the cloud version
- Use this for projects you want to work on locally
Open Button:
- Appears for projects already downloaded locally
- Opens the project for editing and translation work
Delete Button (Down Arrow):
- Deletes your local copy of the project
- If the project is synced to the cloud, it remains available online
- For unpublished projects, deletion removes the project entirely
- The system will warn you before permanent deletion
Zip Button:
- Creates a complete backup of your project as a zip file
- Allows you to choose where to save the backup
- Useful for sharing projects with others or creating backups
4. Opening and Working with Projects
- Click "Open" on a project to start working
- If the project contains many documents, it will build an index for AI functionality
- The AI needs time to process and create memories for your project
- Wait for the indexing process to complete before beginning work
5. Navigating Within a Project
Document Upload Page:
- May appear when first opening a project
- Close unnecessary tabs to return to the main workspace
Welcome Tab:
- Shows up when all other tabs are closed
- Provides access to main project functions
- Click the button to open the translations panel from the sidebar
Compass Button:
- Located in the sidebar - your navigation hub
- Click to open/close the translations panel
- Shows all documents available in your project
- Use this to access different books and chapters
6. Working with Translation Files
- The main workspace shows your source text on the left
- Your target translation appears on the right
- Use the compass button to show/hide the sidebar for more workspace
- Navigate through books and chapters using the sidebar panel
7. Main Menu and Project Settings
Accessing Project Settings:
- Located above the compass button (may vary in position)
- These menus can be rearranged, so layout may differ
Available Settings:
- Source Language: Change your source language as needed
- Target Language: Set or modify your target language
- Spell Checking: Turn spell checking on/off (optional for most projects)
- Sync Settings: Configure automatic syncing to the cloud
- Auto Sync Interval: Set how frequently (in minutes) the project syncs
- Manual Sync: Use the sync button for immediate synchronization
8. Co-pilot and AI Settings
- Access co-pilot settings from the main menu
- Configure the system prompt for AI assistance
- Generate AI instructions for your specific project needs
- Monitor AI performance through available metrics
9. Advanced Project Options
Export Project:
- Create copies of your project in various formats
Import Labels:
- Add labels for cells (useful for subtitles with character names)
Import Book Names:
- Customize book names for your project
- Example: Change "Romans" to a culturally appropriate name
AI Metrics:
- Review AI performance statistics
- Examine how well the AI is assisting with your translation work
10. Tips for Efficient Navigation
- Keep the compass button easily accessible for quick navigation
- Use the main menu regularly to access project settings
- Sync your project frequently to prevent data loss
- Close unnecessary tabs to maintain a clean workspace
- The welcome tab is your reset point if you get lost in the interface