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Use the collaboration sidebar

Last updated: April 24, 2024

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

Marketing Hub   Professional , Enterprise
Sales Hub   Professional , Enterprise
Service Hub   Professional , Enterprise
Operations Hub   Professional , Enterprise

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, review the marketing calendar, and manage approvals.

  Marketing Hub Sales Hub Service Hub Content Hub Operations Hub
Landing pages       
Website Pages         
Call-to-actions (CTAs)      
Marketing Emails        
SMS messages (SMS Access add-on required)        
Social (Draft or Scheduled posts only)        
Workflows  ✓  ✓ 
Lists ✓  ✓ 


To access the collaboration sidebar:

KB - drag drop forms 

  • 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. 


  • If you have a Marketing Hub Enterprise subscription, you can request or grant approvals from the collaboration sidebar. To manage your approvals, click the approvals approvals icon. Learn more about managing approvals in HubSpot. 


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