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Navigation and Interface

This article explains how to navigate the Marmind user interface. Learn how to use the navigation bar, access objects through the navigation tree, and manage content in the main display area. You’ll also discover how to use bookmarks to quickly access important views.

  • Overview of the Navigation bar, Navigation tree, and Content area

  • Accessing different sections like Overview, Plan, and Assets

  • Managing objects through the navigation tree

  • Using bookmarks


This article is most useful for:

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

  • New Marmind Users


Level: Easy

Access required: Existing User Profile

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


In order to log in to Marmind, access the provided link for your company and enter your credentials:

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Login

Some clients use SSO for signing into Marmind, some create users themselves. Make sure to check with your Marmind Project Lead to find out the best option for you.


Marmind’s interface is divided into three main sections:

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Startpage

  1. Module Bar (Left Side) – Switch between different areas of each object (Overview, Plan, Assets, To-Dos, Costs, etc.). This is displayed on all pages of the application.

  1. Navigation Tree (Middle) – Access objects such as workspaces, campaigns, projects, and actions using a structured hierarchy.

  1. Content Area (Right Side) – Displays detailed content based on the selected object and section.


The module bar allows users to move between different sections of an object. These sections include:

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Module Bar


The navigation tree in the middle section of the interface provides a structured way to access workspaces, campaigns, projects, and actions. Clicking on an object in the tree will display its contents in the content area.

The hierarchical tree structure in Marmind forms the basis for navigation and roles and rights. The structure is used to navigate through the functional modules and to display and edit the corresponding content based on the context. The hierarchical structure is also used to map out Budget & Cost features as well as import matchings for e.g. mediaplans.

The tree structure represents the beginning and backbone of every successful MARMIND project!

Navigation Tree (1).jpg

Navigation Tree

Always make sure you have selected the correct module in the module bar when looking for specific information of any object.


The header contains important tools for quick access:

  1. Marmind Icon – Click to return to the start page.

  2. Navigation Toggle (Three Striped Icon) – Opens or closes the navigation tree.

  3. Title: Shows the selected and active object name.

  4. Next Steps Menu – Shows suggested actions based on the current module.

  5. Global Search (Magnifying Glass) – Search for campaigns, tasks, and files.

  6. Bookmark (Rectangle Icon) – Save frequently used views for quick access.

  7. Notifications (Bell Icon) – Displays system alerts and updates.

  8. User Settings (Profile Picture/Initials) – Access profile management and logout options.

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Header


Bookmarks help you quickly return to a specific view in MARMIND — including all filters and settings — with just one click.

How Bookmarks Work

  • Context & Module-Based: Bookmarks are tied to a specific module and context (e.g., a folder or campaign). When you click a bookmark, it opens exactly the same view you saved — including filters, selected timeframes, and layout.

  • Easy Sharing: You can share bookmarks with other MARMIND users to make it easier for your team to access the same view.

  • Access Rights Apply: Only users who have permission to access the context of the bookmark can use it.
    – Exception: If the bookmark is saved in the top-level context (the root folder), it can be shared more broadly, since more users usually have access to it.

Creating, taking over and opening Bookmarks

You can find the Bookmark icon here:

Bookmark.jpg

Bookmark

Can’t find the bookmark icon? You probably have not selected an object in the navigation tree yet. Click on any object in the navigation tree and the icon should appear.

To save a bookmark, click on the bookmark symbol and “Save new bookmark”:

Save New Bookmark.jpg

Save a Bookmark

Assign a new name and color. Add tags and choose if you want to share it with the team, or certain members of your team and click “Save new bookmark”.

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Edit a Bookmark

In order to access your bookmarks, click on the bookmark symbol in the top right corner of Marmind. By clicking on the 3-dot menu of an existing bookmark, they can be edited or copied as a link:

Edit, Copy or Delete a Bookmark.jpg

Edit, Copy or Delete a Bookmark

Bookmarks can be personal or shared with team members:

  • Personal Bookmarks – Only visible to the user who created them.

  • Shared Bookmarks – Can be made available to the entire team or selected colleagues.

  • Global Bookmarks – Created at the root level and shared across multiple objects.


How do I switch between different objects in Marmind?

Use the navigation tree in the middle section to move between workspaces, campaigns, projects, and actions.

Can I customize my view in Marmind?

Yes, you can apply filters, customize layouts, and save views as bookmarks for easy access.

How can I quickly return to the start page?

Click the Marmind Icon in the upper-left corner.

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