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
The tools that you can comment on depend on your HubSpot subscription:
| Asset name |
Hub
|
| |
Marketing Hub |
Sales Hub |
Service Hub |
CMS Hub |
Operations Hub |
| |
All accounts |
| CRM records |
✓ |
✓ |
✓ |
✓ |
✓ |
| Conversations Inbox |
✓ |
✓ |
✓ |
✓ |
✓ |
| |
Professional and Enterprise |
| Ads |
✓ |
|
|
|
|
| Emails |
✓ |
|
|
|
|
| Forms |
✓ |
|
|
|
|
| Campaigns |
✓ |
|
|
|
|
| Blog |
✓ |
|
|
✓ |
|
| Landing pages |
✓ |
|
|
✓ |
|
| Website Pages |
|
|
|
✓ |
|
| Workflows |
✓ |
✓ |
✓ |
✓ |
✓ |
| Dashboards |
✓ |
✓ |
✓ |
✓ |
✓ |
In the campaigns editor, you can add comments to specific elements. If you're using the following tools, you can add comments to specific elements in the tool editor
and use the drag and drop collaboration sidebar:
- Forms
- Dashboards
- Workflows
- Marketing emails
Add comments using the collaboration sidebar
Depending on the tool that you're working on, you can add general comments or comments to specific elements. For example, you can comment on a specific report in a dashboard.
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.
- If you're using forms, dashboards, workflows, or marketing emails, you can click and drag the collaboration sidebar to reposition it. If not, the collaboration sidebar will display on the right.
- 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.
- In dashboards, workflows, marketing emails, campaigns, and forms, 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 display in the collaboration sidebar:
- 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, all comments on the asset will appear, including both general comments and comments on specific elements.
- 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.
- To reply to a comment:
- Under the comment, click Reply.
- 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 or delete a comment:
- Hover over the comment you want to edit or delete.
- In the top right of the comment, click ellipses more icon 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.
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 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 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.
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.
Landing Pages
Email
Forms
Workflows
Campaigns
Blog
Website Pages
Add comments to your HubSpot assets
Last updated: September 11, 2023
Available with any of the following subscriptions, except where noted:
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
The tools that you can comment on depend on your HubSpot subscription:In the campaigns editor, you can add comments to specific elements. If you're using the following tools, you can add comments to specific elements in the tool editor and use the drag and drop collaboration sidebar:
Add comments using the collaboration sidebar
Depending on the tool that you're working on, you can add general comments or comments to specific elements. For example, you can comment on a specific report in a dashboard.
You can add comments on most assets with the following steps:
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.
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:
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:
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:
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.
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