Quick guide

Start small. Let the workspace grow with you.

Mind Marshal is designed to be useful before you configure anything. Start with a page, capture what is in front of you, and add structure only when it helps.

1. Make your first page

Choose New page from the sidebar, or press ⌘ N on macOS. Write normally, then type / to open the block menu for headings, lists, to-dos, quotes, dividers, images, and more.

The first-run setup can create a Projects database, a Journal, and a Welcome page to give you a useful starting shape. You can also begin from thirteen starter templates, including a Trading journal and Travel planner, with assistant chips for useful next actions.

2. Capture before you forget

Use the Inbox for unfiled ideas and notes. Press ⌘ ⇧ I to open it, then move captured work into a page, project, journal, or database when you are ready.

3. Find your way back

Press ⌘ K to search pages and blocks or run common actions. Use [[page name]] in a page to link related work. The app keeps an activity history so that recent changes are easier to revisit and undo.

4. Give projects the view they need

Databases can be viewed as tables, boards, lists, calendars, galleries, or timelines. These are different ways to work with the same underlying project data, so you can plan broadly in a timeline and focus on next actions in a board.

Pages can also turn data into bar, ranked, line, area, pie, or donut charts.

5. Shape an idea into a project

Promote an Inbox idea without deleting its original capture. A project can stay freeform or use Guide me to move through Captured, Shaped, Planned, In motion, and Realised with one focused next action at a time. On a project page, Create action plan shows a proposal first; discarding it writes nothing.

6. Review today and the week

Use Review today on Home for dated or reminded items, one at a time. Review the week gathers Inbox captures and the next seven days. Leave an item unchanged, complete it, reschedule it, or open it in context.

7. Dictate or listen locally

The editor toolbar includes on-device dictation and a local neural read-aloud voice in Free Core. Microphone permission is requested only after you press Dictate. The optional ElevenLabs voice is separate and sends text only after you enable it and consent.

8. Keep AI optional

The workspace works without an AI provider. If you choose to connect one in Settings, use a focused button, command, or shortcut for a selected passage, a continuation, a summary, or a workflow. Opening a page or board and simply typing do not send workspace content to an AI provider. A workflow runs later only if you explicitly configure its trigger. Review the selected provider’s privacy terms before sending private material.

9. Check health, then make an encrypted backup

Open Settings → Health & recovery to run a read-only integrity check, see backup freshness, and inspect scheduled-backup failures. Restore is preview-first, and the workspace being replaced is kept rather than silently deleted.

Choose Create a backup and set a passphrase you can keep safely. The backup is encrypted with that passphrase. Without it, neither the app nor the publisher can open the backup, so store it separately from the backup file.

To restore, return to Settings → Backup, choose Restore from a backup, and select the encrypted .mmbackup file. Read the on-screen warning before confirming because the restored workspace takes effect on the next app launch.

10. Use the Home calendar only if you want it

The Home page can show today’s events from calendars that already exist on your Mac (macOS only). Select Show my calendar to ask macOS for permission. Calendar data is read locally for the Home view and is not uploaded by the app.

Need help?

See the support page for safe troubleshooting steps and the information that helps a support conversation without exposing your workspace, backup, API key, or OAuth token.