BetaManage your campaigns tasks, approvals, and activity history in Marketing Studio

From the Manage tab in Marketing Studio, review and manage the tasks, approvals, and activity history for your campaigns. 

Subscription required A Marketing Hub Enterprise subscription is required to set up and use approvals in Marketing Studio.

Permissions required Super Admin or Campaign permissions are required to review and manage campaigns in Marketing Studio.

Permissions required Super Admin or Marketing Access with Approval permission is required to approve marketing emails, blog posts, pages, or social media posts.

Review and manage tasks for your campaigns

Review existing tasks associated to your campaigns. 

1. In your HubSpot account, navigate to Marketing > Marketing Studio.
2. At the top, click the Manage tab. 
3. In the top left, click Tasks.
4. To create a new task, in the top right, click Create and select Task. Learn more about creating campaign tasks. 
5. At the top, you can filter tasks by the following:
   • Status: filter by the current status of the task, such as Not started, In progress, Waiting, Completed, or Deferred. 
   • Campaigns: filter by the campaigns associated with the task. For example, you can filter to display only tasks associated with specific roadshow campaigns. 
   • Date range: filter by the due date of the task. For example, you can filter by all tasks due in the next month. 
6. You can review your tasks in a board view or list view. To toggle between the two views, click the boardViewIconboard view icon or listViewIcon list view icon in the top right.
7. In the board view:
   • To review a task, click on the task. The task details will appear on the right.
   • To progress a task, click and drag the task to a different status. 

8. In the list view: 
   • At the top, click the column name to sort by the specific column. 
   • To review a task, click on the task. The task details will appear on the right.
   • To complete a task, click the checkmark icon next to the task. 
     
     

Review changes to your campaigns

Review the past events and activities that have occurred in different HubSpot campaigns

1. In your HubSpot account, navigate to Marketing > Marketing Studio.
2. At the top, click the Manage tab.
3. In the top left, click Activity feed.
4. At the top, filter your activity feed by the following: 
   • Activities type: filter by the type of activity performed, such as commenting, adding an asset, and more.
   • User: filter by the HubSpot user that performed the activity. To filter by changes made by the HubSpot system, select HubSpot.
   • Asset type: filter by the asset type of the associated campaign asset. When selecting this option, you can also filter by the specific asset, such as the specific form or social post. 
   • Date range: filter by the date that the activity occurred.
5. To see more details for each activity, click to expand [x] updates.
   
   

Review and manage approvals for your campaigns

Review and manage approvals for assets associated with your campaigns in Marketing Studio. 

1. In your HubSpot account, navigate to Marketing > Marketing Studio.
2. At the top, click the Manage tab.
3. In the top left, click Approvals.
4. To filter your approvals by different statuses, at the top, click the All approvals, Pending aprovals, Assigned, or Requested tab. You can also create your own custom views.
5. At the top, use the different filters to filter your approvals. For example, you can filter to review only approvals for marketing emails. 
6. To review an approval, in the table, click on the approval name. You'll be automatically directed to the corresponding editor with the approval.
7. To preview an approval, hover over the approval and click Preview. A preview of the approval, including approval details, will appear in the right panel.