How to Create Marketing Tasks in Hubspot Campaigns

Using Hubspot to organize campaign work is far easier when every activity is captured as a clear, trackable task. By building structured marketing tasks directly inside the campaigns tool, your team can coordinate work, set deadlines, and measure progress without leaving your Hubspot workspace.

This guide walks through how to create, edit, and manage campaign tasks so you can keep every initiative on schedule.

Overview of Hubspot Campaign Tasks

Campaign tasks in Hubspot are lightweight to-dos connected to a specific campaign. They do not replace full task objects in CRM records, but instead give marketers a fast way to track work such as content creation, QA, or launch checks.

From the campaigns dashboard you can:

• Create new tasks linked to a campaign
• Assign owners from your team
• Set due dates and statuses
• Filter and organize work as campaigns evolve

All of this happens inside the campaigns tool, helping you see not only performance metrics but also the work behind them.

Accessing the Hubspot Campaigns Tool

Before you create tasks, you need to open the campaigns area of your Hubspot account.

1. In your Hubspot account, navigate to the top navigation bar.
2. Go to Marketing > Campaigns.
3. You will land on the main campaigns dashboard, which lists existing campaigns.

From here you can either select an existing campaign or create a new one and then add tasks to it.

Create Marketing Tasks in a Hubspot Campaign

Once you are in the campaigns tool, follow these steps to add tasks that describe the work required to run your initiative.

Step 1: Open the Campaign Details View in Hubspot

1. On the campaigns dashboard, find the campaign you want to manage.
2. Click the campaign name to open the campaign details screen.

The details view shows performance data, associated assets, and a dedicated section for marketing tasks.

Step 2: Add a New Campaign Task

1. In the campaign details view, locate the Tasks section.
2. Click Add task or a similar button shown in your Hubspot UI.
3. A panel or modal appears where you can define the new task.

Fill in the basic task information so your team understands what needs to be completed.

Step 3: Configure Task Properties in Hubspot

When creating a campaign task, you can typically set:

• Task name: A short, action-oriented title (for example, “Draft landing page copy”).
• Description: Optional context or links to briefs, documents, or design files.
• Assignee: The team member responsible for completing the work.
• Due date: The date by which the task should be done.
• Status: For example, Not started, In progress, or Completed.

After you confirm the details, save the task to add it to the campaign task list.

Managing Existing Hubspot Campaign Tasks

After tasks are created, you can use the campaigns tool in Hubspot to keep them updated, ensuring your reporting reflects real progress.

Update Task Status and Ownership

To keep work visible and accurate:

1. Open the campaign details page.
2. Scroll to the Tasks section.
3. Click into a task to edit status, assignee, or due date as work advances.

Regular updates help your team see which tasks are on track, overdue, or blocked.

Edit or Delete Tasks in a Hubspot Campaign

Sometimes a task needs to be adjusted or removed:

• To edit, open the task, adjust the fields, and save.
• To delete, use the delete option in the task menu or more options icon.

Only remove tasks when they are no longer relevant; otherwise, mark them as completed to preserve an accurate audit trail of campaign work.

Tips for Structuring Hubspot Campaign Tasks

Thoughtful structure makes tasks in Hubspot more actionable and easier to track across the campaign lifecycle.

Use Clear, Action-Oriented Titles

Every task title should start with a verb and describe a single, specific outcome. For example:

• “Write email nurture copy for segment A”
• “Set up UTM tracking on paid social ads”
• “QA forms on campaign landing page”

This makes it obvious what success looks like and reduces follow-up questions.

Break Large Projects into Multiple Tasks

Instead of one broad task like “Launch new product campaign,” create a series of smaller tasks in your Hubspot campaign, such as:

• “Draft launch email announcement”
• “Design campaign banner assets”
• “Schedule email send in automation tool”
• “Review analytics 48 hours post-launch”

Smaller tasks provide better visibility and let you spot delays before they affect the full launch.

Align Due Dates with Your Campaign Timeline

Ensure every task due date aligns with key campaign milestones. For instance, creative tasks should be due well before scheduling or deployment tasks. In Hubspot, this alignment helps you quickly see if upstream work is slipping.

Reporting on Progress with Hubspot Campaign Tasks

While campaign tasks are simple, they play a role in how you monitor execution inside Hubspot.

From the campaign details screen you can:

• Scan the task list for overdue work.
• Filter by status or assignee, where filters are available.
• Confirm that all critical pre-launch and post-launch checks are completed.

Combining performance metrics with task status offers a more complete picture of campaign health.

Resources and Further Help for Hubspot Users

If you need the official reference for working with marketing tasks, review the original Hubspot knowledge base article: Create marketing tasks with the campaigns tool.

For broader strategy around implementing campaigns, tracking, and optimization beyond the basics of Hubspot, you can also explore expert consulting resources at Consultevo.

Next Steps for Organizing Work in Hubspot

Now that you understand how to create and manage campaign tasks, consider standardizing a task checklist for each campaign type you run in Hubspot. Reusing a consistent task framework improves planning accuracy and ensures critical steps are never missed.

By embedding tasks directly in each campaign, your team gains a single view of both execution and performance, helping you deliver more predictable, repeatable marketing results.

Need Help With Hubspot?

If you want expert help building, automating, or scaling your Hubspot , work with ConsultEvo, a team who has a decade of Hubspot experience.

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