Add comments to your HubSpot assets

Add comments to your HubSpot assets to collaborate with your team and ask for feedback. Use the collaboration sidebar to add comments to your HubSpot assets. You can also comment directly in conversations or on CRM records.

When a comment is added, a notification email is usually sent to the asset owner and any users or teams mentioned in the comment. Learn more about comment notification emails. 

The tools that you can comment on depend on your HubSpot subscription:

Add general comments using the collaboration sidebar

You can add general comments on most assets with the following steps:

• In your HubSpot account, navigate to the asset that you want to comment on.
• In the tool, click the Comment icon in the top right.
• In the comment field, type your comment. Use the rich text toolbar to format your text. To notify a teammate of your comment, type the @ symbol, then enter the user's name.
• To save your comment, click Comment. 
• To edit or delete a comment:
  • Hover over the comment you want to edit or delete.
  • In the top right of the comment, click Actions and select Edit or Delete. You can only edit or delete your own comments.

• To access your comments, in the top right, click the first arrow icon. General comments added to the asset will display in the collaboration sidebar. 
  
  
  

Add comments to specific assets

Learn how to add comments in specific tools such as campaigns, forms, website assets, and more. 

Add comments to specific elements on campaigns and forms

You can add comments to specific elements on campaigns and forms. For example, you can comment and collaborate on specific form fields or options. To add a comment to a specific element on a campaign or form:

• To add a comment to a specific form element, navigate to your form:
  • In your HubSpot account, navigate to Marketing > Lead Capture > Forms.
  • Hover over the name of the form and click Edit. 
• To add a comment to a specific campaign element, navigate to your campaign: 
  • In your HubSpot account, navigate to Marketing > Campaign
  • Click on the name of a campaign.
• To add a comment to a specific element in your form or campaign:
  • In the collaboration sidebar, hover over the Comment icon and click Comment mode. 
  • Click the element that you want to comment on. Elements can be selected from different tabs in the form editor. Only elements outlined in orange can be commented on. If you would like to comment on a campaign asset, learn more about managing your campaign assets.
  • In the comment field, type your comment. Use the rich text toolbar to format your text. To notify a teammate of your comment, type the @ symbol, then type the user's name.
  • To save your comment, click Comment. Once a comment has been added, your teammates can either reply to the comment from the element or from the overall comments section. 
    
    
    

Manage comments on specific elements on campaigns and forms 

As you and your teammates add comments to specific elements, you can view and reply to your teammates’ comments, and edit or delete the comments you’ve added.

• In the collaboration sidebar, hover over the Comment icon and click View comments.
• Click to toggle the Show comments on screen switch on.
  
  
  

• Click on the Comment icon next to the element. All comments associated with that element will appear.
• To edit or delete a comment:
  • Hover over the comment you want to edit or delete.
  • In the top right of the comment, click Actions and select Edit or Delete. You can only edit or delete your own comments.
• To reply to a comment:
  
  • In the reply field, type your reply. Use the rich text toolbar to format your text. To notify a teammate of your reply, type the @ symbol, then type the user's name.
  • To save your comment reply, click Comment. 
    
    
    

Add comments to your website assets

Add and view comments in the editor for assets such as website pages, landing pages, and blog posts. To comment on a website asset:

• In your HubSpot account, navigate to your website pages, landing pages, or blog posts:
  • In your HubSpot account, navigate to Marketing > Website > Website Pages.
  • In your HubSpot account, navigate to Marketing > Landing Pages.
  • In your HubSpot account, navigate to Marketing > Website > Blog.
• Hover over your drafted content and click Edit.
• In the content editor, click the Comment icon in the top right.
  
  
  

Add comments to a CRM record

Collaborate with your team and nurture leads by adding comments to activities in a record. Other users with access to the record will be able to see and reply to your comment. Comments can be added to the following activities:

• Calls
• Tasks
• Notes
• Meetings
• Manually logged emails. 

Learn how to add comments to an activity on a record. 

Add comments in the conversations inbox 

Work with users in your team to review conversation threads or to follow up with contacts by adding comments to a conversation. These comments are only visible to users in HubSpot and will not be visible to the contact. Learn how to add comments to a conversation. 

Add comments to your dashboard

Add comments to your dashboards to collaborate with your team and ask for feedback. You can add comments to the dashboard in general, or on specific elements on the dashboard. For example, you can comment on a specific report on a dashboard.

To use the drag and drop collaboration sidebar with dashboards:

• In your HubSpot account, navigate to Reports > Dashboards.
• In the upper left, click the dashboard name and select the dashboard.
• Click and drag the collaboration sidebar to reposition it.

• To comment on the collaboration sidebar, click the comments comment icon. By default, comment mode will be enabled. In this mode, you can add comments to specific elements on your dashboard, such as a specific report.
  • To add a comment on a specific element, hover and click the element.
  • To review comments on a specific element, click the comments comment icon on the element.
    
    

• To exit comment mode, in the top right, click the X icon.
• To re-enter comment mode, in the right panel, click Comment mode. 
• To add a general comment: 
  
  • In the comment field, type your comment. Use the rich text toolbar to format your text. To notify a teammate of your comment, type the @ symbol, then enter the user's name.
  • To save your comment, click Comment. 
  • To edit or delete a comment:
    • Hover over the comment you want to edit or delete.
    • In the top right of the comment, click Actions and select Edit or Delete. You can only edit or delete your own comments.
  • If you have a Professional or Enterprise account, you can also click the success checkmark icon to resolve the comment. Learn more about using resolvable comments. 
• To exit the drag and drop collaboration sidebar, at the top of the right panel, click the X icon.
   

Add comments to a workflow action

Add comments to your workflow and individual workflow actions. Comments can be added to all workflow actions, including if/then branches. When adding comments to workflows, you can also use the drag and drop collaboration sidebar. Learn how to add comments to a workflow. 

Resolve your comments (Professional and Enterprise only)

After adding comments on your assets, if the comment has been actioned on or isn't relevant anymore, you can mark the comment as resolved.

Mark a comment as resolved

 To mark a comment as resolved: 

• In your HubSpot account, navigate to the asset that you want to comment on.
• In the tool, click the comment icon in the top right. In the collaboration sidebar, any comments or comment threads on the tool will be displayed. 
• To resolve a comment, click the success checkmark icon on the comment.
  • After resolving a comment, the comment will be tagged This comment has been resolved and hidden.
  • When resolving a comment thread, any comment replies on the thread will be hidden as well. 

• • When a comment is resolved by another user, the author of the comment will receive a comment notification email. Learn more about comment notification emails. 
    
    
    

Manage resolved comments

After resolving a comment or comment thread, the comment will no longer be visible with the default open comments filter. To review and manage resolved comments: 

• In your HubSpot account, navigate to the asset that you want to comment on.
• In the tool, click the comment icon in the top right. In the collaboration sidebar, any unresolved comments or comment threads on the tool will be displayed. 
• To display your resolved comments:
  
  • To display both resolved and open comments, click the dropdown menu and select All comments. 
  • To display only resolved comments, click the dropdown menu and select Resolved comments. 
• To update a resolved comment to unresolved, click the ellipses more icon and select Mark as unresolved. 
  
  
  

Understand your comment notifications emails

Review your comment notification emails to get an overview of comments added to assets or CRM records (beta) you may be working on. Comment notification emails include information such as the associated asset, the date and time the comment was added, and any previous comments in the same thread. 

To receive comment notification emails, ensure that your email notification settings have been toggled on. Learn more about managing your notification settings. Generally, the author of the comment will not receive a comment notification email. Comment notification emails will be sent to the following users in these instances:

• The owner of the asset or CRM records (beta) will be notified whenever another user comments or replies to a comment thread on the asset. 
  • For HubSpot campaigns, this refers to the user assigned as the campaign owner. 
  • For other assets such as marketing emails, website pages, or workflows, this generally refers to the user that created the asset. 
• Any users or teams @mentioned in a comment or comment reply will be notified. 
• If a user replies in a thread, all users that have previously replied in the same thread will be notified. Users who have previously commented directly on the asset, and users replying to other comment threads will not be notified.