Categories of Objects & Tags
📄 Summary: What You’ll Learn in This Article
This article explains the difference between categories and tags in Marmind, and provides step-by-step instructions on how to create and manage them. It covers where and how to apply them across different object types and highlights best practices for keeping your data structured and searchable.
Categories vs Tags
Step-by-Step creation of categories
Step-by-Step creation of tags
🧑‍🤝‍🧑 Who Should Read This?
This article is most useful for:
Marmind administrators who manage object classification and structure
Project managers or power users who rely on consistent metadata for filtering and reporting
Anyone responsible for workspace setup or campaign structuring
✔️ Prerequisites: What Should You Know Before Getting Started?
Level: Intermediate
Access required: Administrative rights (for category/tag creation)
Previous knowledge about Marmind object types like campaigns, tasks, and media plans is necessary.
Categories vs Tags: What’s the Difference?
To numerous Marmind elements, you can assign categories (sometimes called “types”). This not only allows an individual structure but also makes an evaluation according to company-specific requirements possible. The administration of these categories is found under "Categories & tags" in the administration settings.
Categories are required for tree objects and help organize them in a structured way. Tags, on the other hand, are entirely optional and can be used more flexibly.
Categories are pre-defined classifications applied to specific object types. They’re managed centrally and are ideal for structured filtering (e.g., campaign types like "Branding" or "Performance").
Tags are flexible keywords that can be assigned by users on the fly. They’re great for free-text searching or grouping across different object types.
How to Create and Manage Categories
Categories are centrally managed in the settings on the bottom left of your Marmind.
Only administrators have the right to manage categories.
Step 1: Open “Categories & Tags” in your settings.
Step 2: Select the object you want to create a category for.
You can choose between
Workspaces
Campaigns
Project categories, channels & actions
To-Do’s
Assets
Click on the “Add new ___ category” button on the top and add the information to create your category.
Different Categories
Workspace categories
You can define workspace categories by clicking on “Workspaces” under “Categories and tags”. Click on the blue “Add new workspace category” button on the top left.
Note: You have to define at least one workspace category to be able to create workspaces in the marketing context.
An input window will open in which you can define different details:
Campaign categories
You can define campaign categories by clicking on “Campaigns” under “Categories and tags”. Click on the blue “Add new campaign category” button on the top left.
An input window will open in which you can define different details:
Project categories, channels & actions
You can define project, channel and action categories by clicking on “Project categories, channels & actions” under “Categories and tags”. There are three tabs for the three items.
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Note: At least one project category must be defined in order to be able to create projects in the context.
Project category:
Click on "Create new project category" and the corresponding input window will open. In the input mask you assign a name and a color. You can optionally assign a custom panel to the project category.
Note: A user-defined panel can only be linked once to a project category. A panel that has already been set no longer appears in the selection list for further systems.
Channel category
To manage channels, go to the "Channels" tab. By default, there are various channels that you can edit at any time.
Note: At least one channel must be defined in order to be able to create actions in the context.
Channels don’t exist as separate tree object types but they are the binding attribute-elements between projects and actions.
Action category
To manage action categories, go to the "Action categories" tab. By default there are various action categories that you can edit at any time.
Select the desired channel in the selection field - the associated project category is displayed - and the corresponding action category form and optionally assign an ID for the form. The “Action category form” is firmly defined in Marmind: In the context, this assignment has effects on the fields of an action in this category in the “Communication” and “Production” or “Organisation” panels. Which fields are generated by the respective form is described in detail in the chapter Action category forms.
Again, you can optionally add a custom panel. Finally click on “Save” (5) - the new action category is displayed in the list.
Additional function with Connector feature activated: Select key figures that are automatically added when new actions are created in the marketing context. Benchmark values can also be pre-defined for this purpose. If you’d like to create an action category including a connector, choose it in this window and define the key figures which will then be automatically added to new actions. You can also assign custom fields to an action type.
To-do categories
You can define To-do categories by clicking on “To-do categories” under “Categories and tags”. Click on the “+Add” button at the top.
Asset categories
You can define asset categories by clicking on “Asset categories” under “Categories and tags”. Click on the blue “Add a new category” button on the top left.
How to Create and Manage Tags
Tags are flexible keywords you can assign to an object to group and filter them easily. In the settings, you can manage your keywords (tags) and summarize multiple keywords under one tag category. There are two different kinds of tags:
Categorized Tags
Categorized Tags are organized under predefined tag categories. These categories help structure and group related tags logically, improving usability, filtering, and reporting. For example, a tag category might be "Sustainability" with tags like "Emission Free", "Climate Neutral", and "Environment".
Go to "Categorized Tags" in the settings. There you can “create new scenario/tag category” above the list. A new group row appears at the top of the list. This is a parent category of individual tags (keywords).
To add tags to a tag category, click on the “+” symbol for the category - a new line will appear under the group line. You can also (de)activate individual keywords by clicking on "Active" / "Inactive" in the corresponding line.
To delete individual tags, check the tags to be deleted and select "Delete selected tag" from the drop-down menu. To delete an entire tag category, click the -icon.
Uncategorized Tags
Uncategorized Tags, on the other hand, are not assigned to any specific category. They are more flexible and can be used freely across various objects but lack the structural benefits of categorization. They are typically used when tags don’t need to be grouped or are added on the fly without administrative structuring.
Go to “Uncategorized Tags” in the settings. Uncategorized tags are the ones that are added by the users (if no existing tags are used). Those tags can be changed to categorized tags by a system administrator.
Use Case Distinction:
Use categorized tags when you want consistent taxonomy and better control for filtering or analytics.
Use uncategorized tags for ad hoc tagging where structure is not critical.
Best Practice
Use categories for fixed structures that need to stay consistent (e.g., approval stages, campaign types).
Use tags for more flexible, evolving metadata (e.g., "Q3", "urgent", "client-X").
Audit tags occasionally to avoid duplicates and outdated labels.
Combine filters: search by category and tag for laser-focused results.