The dashboard is your home base in Mindsmith. This is where you create new content, manage lessons and courses, and adjust workspace settings. If you’re new to the platform, getting comfortable here will help you move faster and stay organized.
There are four core components to know within the Mindsmith dashboard:
Create Button
Dashboard Sidebar
Settings and Members (within the Dashboard Sidebar)
Your Content
The Create Button
Located in the top-right corner of the dashboard, the Create button is your starting point for building in Mindsmith.
Clicking it gives you several options:
Create a new lesson or course
Start a folder to organize your work
Import existing materials to jumpstart lesson creation
Use this button any time you want to build or upload new content. You can either use the AI assistant to generate content or choose to start with a blank canvas.
The Dashboard Sidebar
The sidebar on the left side of the dashboard helps you navigate the rest of your workspace. At the very top, you can click your workspace name to switch between different organizations or teams.
Each section below that has a specific function:
🔍 Search and Recents
Use the search bar to quickly locate specific content across your workspace.
Click the search bar to see a list of your most recently edited lessons and courses.
Type a keyword to search across all your titles and folder names.
Click See all results at the bottom of the list to view a full page of matches.
⭐ Favorites
Pin lessons or folders you use often.
To add a favorite, hover over the content item (in your folder or on your dashboard) and click the star icon. This will make it appear under "Favorites" in the main menu on the left-hand side.
To remove from favorites, hover and click again to remove (you can do this under "Favorites" in the main menu, or over the content piece itself on your dashboard or in a folder).
📁 All Content
Use this to exit folder views and return to the full content dashboard.
🗑️ Trashed
Access recently deleted content. You can restore items from this view back into your main content dashboard.
💳 Billing
Explore upgrade options and manage your subscription. If you are on an Enterprise plan, this menu will include your internal point of contact for your organization's billing.
Settings and Members
The Settings and Members panel in the dashboard sidebar gives you control over how your entire workspace operates. From here, you can adjust default behaviors for new lessons, manage your team, and configure AI and branding preferences.
There are five main categories of settings:
1. Content Settings
These preferences apply to all new lessons and courses in your workspace. They cover how learners navigate, how grading is applied, and what happens when a lesson is completed. You can override these defaults at the lesson level if needed.
Examples of content-wide defaults include:
Navigation freedom (linear required vs. free movement throughout the lesson)
Minimum passing score for assessments
Whether learners can retry quiz questions
Completion screens and certificates
👉 For a full breakdown, see the Lesson & Course Settings guide.
2. Branding
Branding settings define how your organization’s identity appears across shared and exported content.
Here you can:
Upload a logo that displays on exported lessons
Apply a preset color theme or custom theme
Ensure lessons look consistent for internal and external audiences
👉 For step-by-step instructions, see our guide on Themes & Branding.
3. Glossary
The Glossary helps ensure consistency when translating lessons into multiple languages. It’s where you can define how specific terms, acronyms, or industry jargon should be translated so the AI uses the correct wording every time. This is especially useful for organizations with technical language, branded terminology, or regulated content.
👉 To learn how to add and manage glossary terms step by step, see our FAQ article: How to Use the Glossary
4. AI Settings
AI Settings control how Mindsmith generates draft content across your workspace. They let you set writing style, decide how visuals are sourced, and adjust how much interactivity the AI includes.
At a high level, you can:
Apply preset or custom writing styles
Choose image sources (AI-generated, stock, or web)
Control lesson length, page length, and interactivity levels
Generate content in different languages
👉 For a detailed walkthrough, see the Organization Settings guide.
5. Members
The Members tab manages who has access to your shared workspace. This feature is available on Business+ plans.
Here you can:
Invite teammates by email or via an invite link
Assign roles such as Admin, Author, or Viewer
Monitor license usage across your team
Role definitions:
Admin – Full access to settings, billing, and content.
Author – Can create and edit content but cannot manage settings or billing.
Viewer – Read-only access.
👉 See Organization Settings for more about managing roles and working as a team.
⚡ Tip: Think of these settings as the “defaults” for your organization. Content and AI Settings define how new lessons are built, Branding ensures consistent presentation, Glossary establishes shared language, and Members control who can contribute.
Your Content
As you scroll down your dashboard, you’ll see your content organized in folders. This section gives you an overview of everything you’ve built or imported.
Folders
Use folders to group content by topic, team, project, or client.
Example structures:
Internal teams (Sales, Support, HR)
Products or services
Different courses for external learners
Content Types
On your dashboard, you'll see three main content types:
Lessons – interactive training units learners complete in one sitting
Courses – collections of lessons bundled together
Storyboards – planning tools for outlining content before building
Moving and Organizing Content
You can easily reorganize your workspace as it grows. Click the ellipses (...) icon on any lesson, course, or folder to access its menu.
Move content: Select Move to and choose a new folder or course destination. You can use the breadcrumb navigation at the top of the menu to back out to your main workspace.
Duplicate: Select Duplicate on any lesson to create an exact copy.
Convert folders: If you decide a folder of lessons should actually be a structured course, click the ellipses on the folder and select Convert to Course. You can choose to duplicate the project or replace it entirely.
What’s Next?
Now that you're familiar with the dashboard, here are a few helpful articles to guide your next steps:
Creating a Lesson with AI:
Step-by-step guidance on using the AI to generate lessons from instructions, documents, or video.The Lesson Editor:
Learn how to refine, customize, and publish your lessons.Duplicating & Moving Content:
Copy lessons between projects or share them across organizations.