Manage To-Dos

📄 Summary: What You’ll Learn in This Article

This article explains how to use and manage the To-Do Module in Marmind. You’ll learn how to switch between List View and Board View for task management, create and edit to-dos for different objects like campaigns or projects, use grouping, filtering, and searching to get a clear overview and customize task attributes like priority, responsibility, and deadlines.

• Different Views of the Module

• Creating and editing a To-Do

🧑‍🤝‍🧑 Who Should Read This?

This article is most useful for:

• Marketing Managers, Project Managers, and Team Leads coordinating tasks within Marmind

• Anyone responsible for planning, tracking, or reporting on team activities

✔️ Prerequisites: What Should You Know Before Getting Started?

Choose View of the To-Do Module

In Marmind, you can switch between two options of views when it comes to the To-Do Module: The List View or the Board View. To do so, click on the respective view in the header next to the bookmarks:

• List View displays tasks in a structured, tabular format. This is ideal for detailed overviews, sorting, and filtering across attributes like status, priority, or due date.

• Board View presents tasks in a Kanban-style layout: organized into columns by status or category. This is perfect for visualizing workflow and using drag & drop for status updates. In addition to the list view, you can select what information should be displayed in the To-Do cards.

Create a To-Do

In Marmind, you can create to-dos within any object—workspace, campaign, project, or action—to help structure tasks clearly and coordinate their timely completion.

How to Create a To-Do

1. Select an object from the navigation tree (e.g. a campaign or project).

2. In the left-hand navigation bar, click on the “To-dos” section.

3. In the header of the next steps area, click “Create to-do” to add a new task.

   • Alternatively, you can select a to-do checklist to reuse a predefined set of tasks.

To-Do Details

When you click “Create to-do” in the drop-down menu, a form will open where you can define:

• Subject

• Belongs to (linked object)

• Responsible person and Participants

• Time period (from – to)

• Description

• Status

• Priority

• Category

• Tags

You can also:

• Attach files directly to the to-do

• Convert a to-do into a milestone

• Mark the critical path

All team members associated with the selected object can view the to-dos.

Edit a To-Do

Instead of using the overview to edit a To-Do, you can open an individual To-Do and make more detailed changes. Click on the To-Do and a window will open with several options:

Similar to objects, To-dos in Marmind can also be assigned a status. The following status presets are defined per default:

• Plan

• In Progress

• Issue

• On hold

• Completed

• Obsolete

A lot of the information about a to-do is also visible in the list. Individual attributes can even be customized directly from there, selecting one or multiple To-Dos at once:

Group and Filter To-Dos

To efficiently manage your tasks, Marmind offers various options for filtering, grouping, and searching to-dos:

Grouping To-Dos

You can group to-dos by any of the following criteria:

• Status

• Category

• Start date / Due date

• Completed date

• Create date

• Change date

• Responsible

• Belongs to

• Priority

• Created by / Changed by

• Workspaces / Sub-workspaces

• Campaigns / Sub-campaigns

• Projects

• Actions

• Scenarios or tags

• Tag category

Filtering To-Dos

To narrow down the list, use filters such as:

• Level

• Sub-to-dos

• Private To-Dos

• Relevant for

• Responsible

• Mentioned

• Participants

• Creator

• Changed by

• Delegated

• Status

• Priority

• Category

• Scenario/tag

• Create Date

• Change date

• Due date

• Completed date

• Archive

• Belongs to

• Organizational Unit

• Department

• Location

Searching To-Dos

Use the search bar to quickly find specific to-dos by keyword.

❓ FAQs