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Use the collaboration sidebar

Last updated: January 20, 2023

Available with any of the following subscriptions, except where noted:

All products and plans

Use the collaboration sidebar to work with your team on different HubSpot assets. In the collaboration sidebar, you can comment on assets, review your assigned tasks, and review the marketing calendar.

To access the collaboration sidebar:

  • In your HubSpot account, navigate to the asset that you want to comment on.
  • In the top right, click the first arrow icon to expand the sidebar. 
  • To comment on the collaboration sidebar, click the comments comment icon. You can add either general comments to the asset, or comment on specific elements in the asset. Learn how to add comments to your HubSpot assets
  • To review your tasks, click the tasks tasks icon, a list of incomplete tasks will be displayed. 
    • To filter a task, in the top right, click Filters.
    • To complete a task, click the checkbox next to the task name.
    • To edit a task,  hover over the task and click Edit
    • To create a new task, click Create task. Then, continue creating your task

  • To review your marketing calendar, click the date calendar icon. Learn more about planning campaigns with the marketing calendar.   
    • To filter the marketing calendar, in the top right, click Filters. You can filter by campaign and marketing asset type. 
    • To view events for a specific date, click the date. Any events for that date will be displayed. 

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