1. Create your first issue
You can create an issue from the + button on any column header, or from the New Issue button in the filter bar. Use the Team and Personal tabs to switch between all project issues and only those assigned to you. Give your issue a clear, specific title that describes the outcome you want. The issue panel opens on the right where you can fill in the details.2. Write an effective description
The description is where you provide context for Codex. Use the rich text editor to format your instructions with bold, italic, lists, and inline code. You can also use markdown shortcuts for headings and inline links. A specific description gives Codex the context it needs before workspace work starts.
Use comments for follow-up discussion, review notes, and decisions that should
stay attached to the issue. Comments are project data in the control plane;
they do not grant host execution access by themselves.
3. Set priority, assignee, and tags
Use priority to signal urgency, assign the issue to a team member, and add tags to categorise your work.Tags are project-specific. You can manage them from the tag selector when editing an issue.
4. Manage issues on the kanban board
Drag and drop issues between columns to change their status, or within a column to reorder them.
The Backlog and Cancelled columns are hidden by default — switch to the All tab to see them.
5. Break work down with sub-issues
Large features are easier to manage when you break them into smaller, agent-sized tasks. Sub-issues let you create parent/child relationships between issues. To add a sub-issue, open the parent issue and scroll to the Sub-Issues section. You have two options: click the + button to create a new sub-issue, or click the link button to connect an existing issue as a child. Key rules for sub-issues:- Each sub-issue has its own independent status — completing all children does not auto-complete the parent
- Sub-issues show a Parent link so you can navigate back to the parent issue
6. Connect issues to workspaces
A workspace is the host-side folder and Git branch where Codex does the actual work. Open an issue and scroll to the Workspaces section. You have two options: click the + button to create a new workspace, or click the link button to connect an existing one.You can connect multiple workspaces to a single issue, which is useful for
running Codex threads in parallel on different parts of the same feature.
7. Share read-only issue access
Issue readers let you share a specific issue without giving the invited user write access or execution access. Use issue readers when someone needs to follow the task, review context, or see discussion without being able to mutate the project.
Task-only readers see a constrained shared board. They do not subscribe to the
normal project-wide live data set.
Troubleshooting
Issue doesn't appear on the board
Issue doesn't appear on the board
- Check your active filters — click Clear All to reset them
- The issue might be in Backlog or Cancelled — switch to the All tab to see hidden statuses
Can't drag issues to reorder them
Can't drag issues to reorder them
Sort mode must be set to Manual. If sorting is set to Priority, Created, or another mode, drag-to-reorder is disabled. Change the sort option in the board header.
Description changes aren't saving
Description changes aren't saving
Changes auto-save after a brief delay. Check your internet connection if changes aren’t persisting, and try refreshing the page.
A read-only user cannot open Main Chat or a workspace
A read-only user cannot open Main Chat or a workspace
That is expected. Read-only project users and task-only readers can inspect the
allowed issues, but Main Chat, workspaces, and execution are hidden.
Next steps
Workspaces
Understand how workspaces connect to issues
Workspace Threads
Continue agent conversations inside an existing workspace
Workspace Changes
Inspect branch diffs and agent changes
Workspace Git Operations
Push, pull, and manage branches from a workspace