What are Projects?
Projects in Codex are dedicated workspaces that allow you to group related notices and work on them together with shared context.
Instead of working on individual notices separately, you can:
Add multiple notices into a single project
Define how responses should be generated
Run queries across all selected notices
Once a project is selected, Codex understands the context and applies your instructions automatically — so you do not need to repeat inputs every time.
Why use Projects?
When managing multiple notices, it is common to:
Switch between different notices repeatedly
Re-enter the same instructions
Lose context across queries
Projects solve this by:
Keeping related notices in one place
Allowing you to define reusable instructions
Enabling queries across multiple notices at once
For example, you can:
Analyse all HR-related notices together
Set instructions like "keep responses concise" or "focus on reply deadlines"
Get consistent outputs without repeating context
This makes your workflow faster, more structured, and more efficient.
What can you do with Projects?
With Projects, you can:
Run queries across multiple notices simultaneously
Generate summaries, insights, and reports across a notice group
Identify missing information or pending actions across notices
Maintain consistent response formats and tone
Reduce manual effort and repetition
How Projects work
Projects combine:
Selected notices → your working dataset
Custom instructions → how Codex should respond
AI context → shared understanding across all queries
Once set up:
Every query runs within the selected project
Instructions are automatically applied
Responses are tailored to your defined preferences
Step-by-Step: Create a Project
Follow these steps to create a project in Codex:
1. Go to Codex
2. Click on Create Project
3. A side panel will open. Fill in:
Project Name
Description
Custom Instructions (e.g., tone, format, focus area)
4. Click Next
5. Select up to 50 contracts
6. Click Create Project
Using a Project
Once your project is created:
Select the project in Codex
Start asking questions or running analysis
You can:
Ask for summaries across all notices
Identify gaps or missing details
Generate structured outputs based on your instructions
All responses will automatically:
Follow your defined instructions
Consider all selected notices
Stay consistent across queries
Custom Instructions (Best Practices)
Custom instructions help control how Codex responds.
You can define:
Response length (short / detailed)
Format (bullet points, draft format, etc.)
Focus areas (deadlines, legal risk, reply status, etc.)
This ensures:
Consistent outputs
Faster workflows
Reduced need for repeated prompts
AI Capabilities in Projects
Within a project, AI works across all selected notices to:
Understand shared context
Generate consolidated insights
Identify patterns, gaps, and pending actions
Provide structured and consistent responses
This allows you to move from notice-by-notice handling to portfolio-level intelligence.
Conclusion
Projects in Codex help you move from fragmented notice handling to a structured, context-driven workflow.
By grouping notices, defining instructions, and leveraging AI across all selected data, you can streamline analysis, improve consistency, and significantly reduce manual effort in managing your notice portfolio.