Repeatable workflows
Use a clear path for everyday review and higher-risk maintenance.
CMT separates routine organization from backup, recovery, support, and migration decisions.
Daily review
Refresh only changed conversations, then narrow the list before taking action.
- Check the latest refresh time
- Apply a saved project or status view
- Open the relevant conversation or create a handoff
Safe removal and restore
Preview, back up, remove, and restore through recorded steps.
- Confirm the affected records and original locations
- Let CMT create and verify the backup
- Restore with rename, replace, or cancel conflict handling
Retention and migration
Keep backup growth under control and move only what the next computer needs.
- Set an age or storage-based cleanup policy
- Review expiring items before cleanup
- Validate an export package before import
Prepare a handoff
Narrow the project, review recent changes, then create a summary another person can continue from.
- Include the objective, current status, decisions, and next steps
- Reference evidence without publishing private local paths
- Reopen the summary and verify it before delivery
Investigate a problem
Use health checks and operation history before repeating a failed action.
- Capture the exact version, time, and failed check
- Preview and redact the support package
- Keep payment evidence separate from conversation data
Organize Codex conversations, handoffs, and backups