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Create and assign tasks with the marketing calendar tool

Last updated: January 12, 2021

Applies to:

Marketing Hub  Professional, Enterprise

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.

    add-task-to-marketing-calendar

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 externalLink [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.
edit-campaign-task-within-calendar

Managing access and filtering tasks

The tasks and events that appear on the calendar depend on the user's Contacts Access permissions. For example, if you have the Owned only view and edit permissions sets, you won't be able to see or edit unassigned tasks, or tasks assigned to other users.
If you have the required Contact Access permissions but can't see certain tasks, ensure you have selected the correct content and campaign filters in the left sidebar menu.

 

change-filters-marketing-calendar

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.