Novelcrafter

Codex Categories

What are codex categories, and how can I use them in my projects?

1 min read Last updated Jan 31, 2025

Custom categories are a way to group related codex entries - for example, you might have a mafia organisation and you want to group together all the members of the group, their hideouts, the lore/backstory, and any significant weaponry or items they have.

By grouping them together it is much easier to locate your entries, and you can minimize the category if you are writing scenes where they are not needed.

How to make a custom category

To make a custom codex category:

  1. In the codex side panel, click on the cog icon

    Side Panel cog icon

  2. Select configuration -> custom categories

    Select custom categories

  3. Select + New

    Create new custom cateogry

  4. Name your category, choose a colour (optional), choose the associated types (leave all selected if you are unsure), and choose the associated tags. This will indicate the ‘tag’ that you need to assign to entries to bring them into the category. Once named, your codex category will appear in the side panel.

    Details of created custom category

Custom categories can be shared across items in a series, but not across unrelated books.

You can edit the custom category by clicking on the pen icon in the codex, next to the category:

Custom category section

How to transfer an entry to a custom category

To transfer an codex entry to a custom category:

  1. Click on the codex entry

    Select codex entry

  2. In the tag section, type the ‘tag’ you designated for this category.

    Codex entry tags

  3. The item now appears in the cats section, rather than character section of the codex:

    Codex in custom category section

How to remove an entry from a custom category

To remove an codex from a codex category, simply remove the associated tag in the tags/labels section.

How to delete a custom codex category

To delete a custom codex category,

  1. In the codex side panel, click on the cog icon

    Side Panel cog icon

  2. Select configuration -> custom categories

    Select custom categories

  3. Select the custom category that you want to delete

  4. Select delete category.

    Delete custom category