Last updated: January 12, 2021
Use the marketing calendar tool in HubSpot to assign content tasks to members of your team.
Create tasks
- In your HubSpot account, navigate to Marketing > Planning and Strategy > Calendar.
- In the upper right, click Create task.
- Enter a title for the task.
- Select a content type for the task.
- (Optional) Select the campaign to associate the task with. If the assignee has Assign notifications enabled, they'll be notified of the task assignment when it is created.
- (Optional) Select an assignee for the task
- Set a due date and due time for the task.
- (Optional) Enter any notes for the task.
- Click Save.
The task will appear on the calendar at the selected date and time.
Edit, complete, or delete tasks
To manage a task on the calendar:
- Click the name of the task.
- In the dialog box, you can take the following task actions:
- To open the campaign in a new browser tab, click [campaign name]. You can also change the color associated with the campaign by clicking the dropdown menu and selecting a new color.
- To mark the task as complete, click the checkmark in the bottom left..
- To edit the task within the calendar, click Edit.
- To delete the task, click Delete.
Managing access and filtering tasks
Please note: automated emails are only listed on the calendar once, not each time the automated email is sent via a workflow. To view automated emails on the calendar, select the Recurring email checkbox in the left sidebar menu.