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.

Before you get started

Add comments using the collaboration sidebar

From the collaboration sidebar, you can add and review all comments added to the asset. You can also add comments to specific elements in the following:

• Campaigns
• Forms
• Dashboards
• Workflows
• Marketing emails
• SMS messages

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

• In your HubSpot account, navigate to the asset that you want to comment on.
• By default, the collaboration sidebar will display on the right. You can click and drag the verticalMenuicon to reposition the collaboration sidebar. 
   

• From the collaboration sidebar, click the comments ccomment icon.
• 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. 

Please note: you cannot @mention users in comments that do not have user permissions to view the content asset.

• In dashboards, workflows, marketing emails, campaigns, forms, and SMS messages, comment mode will be enabled by default. In this mode, you can add comments to specific elements:
  • 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.
  • 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 exit comment mode, in the top right, click the X icon.
• To re-enter comment mode, in the right panel, click Comment mode
• Depending on the asset that you're commenting on, the following options may also be displayed in the collaboration sidebar: 
  • To view all tasks, click the tasks tasks icon. Learn more about using tasks. 
  • To view the marketing calendar, click the date marketing calendar icon. Learn more about using the marketing calendar. 
  • To view any pending approvals, click the approvals approvals icon. Learn more about approvals in marketing emails.
• To exit the collaboration sidebar, at the top of the right panel, click the X icon.
   

Reply to, edit, and delete comments

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

• In your HubSpot account, navigate to the asset that you want to review.
• In the collaboration sidebar, click the comments comment icon. In the right panel, both general comments and comments on specific elements will appear.
  • If there are unread comments, the number of unread comments will be displayed on the comment icon. 

• • Any new comments will be tagged New. New comments in threads will also automatically display.
  • To filter your comments, in the top left, click the dropdown menu. Then, select Open comments, All comments, Resolved comments, or Unread comments. 
     

• If you've added comments to specific elements in the editor, a comment icon will display next to the element. To view these comments, click the comments comment icon. All comments associated with that element will appear. 
   

Please note: you cannot @mention users in comments that do not have user permissions to view the content asset.

• To reply to a comment:
  
  • Under the comment, click Reply or click on the reply field. 
  • 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. 
• To edit a comment, hover over the comment you want to edit. Then, in the top right, click ellipses more icon and select Edit. If a comment has been edited, it will be tagged as (Edited). You can only edit your own comments.
• To delete a comment, hover over the comment you want to delete. Then, in the top right, click ellipses more icon and select Delete. You can only delete your own comments.
• To share your comment, hover over the comment you want to share. Then, in the top right, click ellipses more icon and select Copy link to comment. This will copy link to your comment to your clipboard. Users who are logged in will be able to access the comment directly, users who are not will be prompted to do so. 
• If you have a Professional or Enterprise account, you can also click the success checkmark icon to resolve the comment. 

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 you want to resolve comments on.
• In the tool, click the comments comment icon. 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 you want to manage resolved comments 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. 
  
  

Add comments to specific assets

You can add comments directly to activities in CRM records, conversations, and workflow actions. In workflows, you can also add comments using the drag and drop collaboration sidebar. 

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 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. 

Add comments using the HubSpot mobile app

You can review existing comments or add new comments to marketing emails and social posts in the HubSpot mobile app:

• Open the HubSpot app on your iOS or Android device.
• At the bottom, tap Menu.
• In the Marketing section, tap Marketing emails or Social.
• Tap the email or social post you want to comment on.
• At the bottom, tap See details, then tap Add comment.

• Enter your comment in the text field. To notify a teammate of your reply, tap the @ symbol, then type the user's name.