COS-General

How do I schedule a piece of content or task using the marketing calendar tool?

Last updated: October 13, 2017

Available For:

Marketing: Basic, Pro, Enterprise
Sales: N/A
Service: N/A

In addition to scheduling content through your blog, email, landing page, and social publishing tools, you can choose to schedule content through the HubSpot calendar tool. You can also assign content creation tasks to your team members. 

To begin scheduling content in the calendar tool:

  • In your HubSpot Marketing Basic, Professional, or Enterprise account, navigate to Productivity > Calendar.
calendar icon
  • Click Schedule and choose which type of content you would like to schedule: Blog post, Email, Landing page, or Social message
  • Choose whether you want to create a brand new piece of content (Schedule new) or choose from your existing drafts (Schedule from draft).
  • If you chose to create a new piece of content to schedule, fill out the fields and click Schedule and edit to edit the piece of content before it's added to your calendar. When scheduling existing content, fill out the options and click Schedule to add it directly to the calendar. Your content will be published or sent on the date selected.

In addition to scheduling content to publish or send, you can also create tasks for co-workers. To create a task:

  • In your HubSpot Marketing Basic, Professional, or Enterprise account, navigate to Productivity > Calendar.
calendar icon
  • Click Create task and select the content type for the task.
  • Fill out the fields and select an Assignee. This user will be notified via email that they have been assigned a task.
  • Similar to scheduled content, tasks add the piece of content to the calendar.
  • You can edit a piece of content directly from the calendar by clicking on the content's name and then choosing Edit. You can also click on the name of a task and click Complete task to mark that task as complete.
Please note: if you aren't seeing scheduled items on your calendar, make sure you have the correct user permissions. A user's access to tasks in the calendar tool is dependent on the View setting on the Contacts tab within their user permissions. If, for example, you have Owned Only view permissions set, you will not be able to see unassigned tasks or tasks assigned to other users. An admin in your account can edit your permissions using the instructions here.
If you're still not seeing your tasks, check out this article to make sure your calendar is set up to show the content you're looking for.

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