Campaigns

Create and assign marketing tasks in the campaigns tool (BETA)

Last updated: February 17, 2021

In Beta

Applies to:

Marketing Hub  Professional, Enterprise

Create, assign, and manage tasks to help you and your team keep your marketing campaigns organized.

 

 

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Create a task

  • In your HubSpot account, navigate to Marketing > Planning and Strategy > Campaigns.
  • Click the Tasks tab.
  • In the upper right, click Create task. You can also create tasks from directly within the marketing calendar tool.
  • In the right pane, customize your new task:
    • Enter a title for the task.
    • Select a content type.
    • (Optional) Select the campaign to associate the task with.
    • (Optional) Select an assignee for the task. If the assignee has Task assigned to you notifications enabled, they'll be notified of task once you create and assign it to them.
    • Set a due date and due time for the task.
    • (Optional) Enter any notes for the task.
    • Click Save.

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The task will appear on your marketing tasks dashboard and on the marketing calendar at the selected date and time.

Manage your marketing tasks

You can review and manage your marketing tasks on the Tasks tab or on the marketing calendar directly. To manage tasks on your campaigns dashboard:

  • Click the Tasks tab.
  • You can filter tasks using pre-made views on the Due todayOverdue, and All completed tabs. To customize task filters, click Filter and select the task typedue date, or priority of the tasks you want to view.
  • To edit the columns in the table, click Edit Columns, then customize the dashboard's columns In the dialog box:
    • In the left panel, select the columns you want to view.
    • In the right panel, click remove to remove any columns you don't want to view.

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  • To edit a task, hover over the task and click Edit. In the right panel, make changes to the task and Save.
  • To delete tasks in bulk:
    • Select the checkboxes next to the tasks you want to delete.
    • At the top of the table, click Delete.
    • In the dialog box, click Delete tasks.
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