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?

Level: Easy

Access required: You need access to the Marmind To-Do Module and at least editor rights for the relevant object (workspace, campaign, project, or action)

Basic understanding of how to navigate Marmind and use the object structure (e.g., selecting projects, campaigns, etc. is needed

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

Select an object from the navigation tree (e.g. a campaign or project).
In the left-hand navigation bar, click on the “To-dos” section.
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: