Cross-Team Collaboration

📄 Summary: What You’ll Learn in This Article

This article explains how to manage tasks, collaborate with teams, and streamline project workflows in Marmind. Learn how to set up work packages, use checklists, send task notifications, and create to-dos via email to improve team efficiency.

Setting up and managing tasks
Using @mentions, email reminders, and in-app notifications
Creating and managing to-do checklists for recurring tasks
Sending emails to create to-dos and upload files
Enhancing real-time collaboration on projects and campaigns

🧑‍🤝‍🧑 Who Should Read This?

This article is most useful for:

Marketing Professionals, Marketing Operations Managers, Business leaders who are interested in Marmind’s features
New Marmind Users

✔️ Prerequisites: What Should You Know Before Getting Started?

Level: Easy

Access required: None

No prior knowledge is required. This is an introductory article for those exploring Marmind for the first time.

Collaboration in Marmind

In Marmind, it is possible to initiate real-time collaboration at any point. By using @Mentioning and various notification options, an efficient exchange on campaigns, content, budgets, etc. is ensured.

Marmind provides seamlessly integrated task and workflow management for structured processing.

Managing Projects & Tasks

Marmind provides tools for project and task management, allowing teams to create structured workflows for campaigns and daily operations. Key features include:

Work Packages & To-Dos – Break down projects into manageable tasks.
Board & List Views – Switch between different views to track progress.
Task Associations – Link to-dos with campaigns and action items for better context.

Using @mentions & Notifications

Stay aligned with your team by using @mentions and task alerts:

@Mention team members in comments to notify them directly.
Enable email or in-app notifications to keep track of important updates.
Customize notification preferences to avoid inbox overload while staying informed.

To-Do Checklists for Standardized Workflows

Checklists help streamline recurring tasks and improve consistency in team workflows:

Use pre-defined work packages for routine projects.
Create structured to-do checklists for recurring processes.
Auto-calculate start and end dates for checklist items based on project deadlines.

Creating To-Dos via Email

Marmind allows users to create tasks and upload files via email:

Send emails to unique Marmind addresses to automatically generate to-dos.
Forward supplier emails and store attachments within relevant projects.
Integrate external communication seamlessly into task management.

Collaborating in Real-Time

Marmind serves as a centralized communication and collaboration platform for managing projects and tasks:

Work simultaneously on creative briefs, media plans, and marketing campaigns.
Track approvals and feedback in real time.
Keep all relevant discussions and files within the platform, reducing the need for external communication tools.
Modify your notification settings and get notified for important approvals and mentions

Notification settings.jpg — Notification settings

Did you know? Assets can also be added or linked in To-Dos.

❓ FAQs

How do I create a to-do in Marmind?

You can create to-dos within any workspace, campaign, project, or action item. Assign team members, set due dates, and link tasks to relevant activities.

Can I manage task notifications in Marmind?

Yes, you can customize email and in-app notification settings to stay informed without cluttering your inbox.

Who can create checklists in Marmind?

Only users with administrator rights can create and manage checklists for recurring tasks and workflows.