HubSpot
HubSpot is an all-in-one CRM platform with marketing, sales, and service automation.
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How to add a note to a dashboard in HubSpot

Here is how to add a note to a dashboard in hubspot

  1. First click on the "Reporting" icon in the left sidebar
  2. Then click on "Dashboards" in the expanded Reporting menu
  3. Next click on the dashboard title dropdown in the top left corner
  4. Select the specific dashboard you want to add a note
  5. Next click on the "Actions" button in the top toolbar
  6. Select "Add images, text, or video" from the Actions dropdown menu
  7. In the dialog box, enter your note title in the "Title" field
  8. Type your text in the "Content" field and use the formatting toolbar as needed
  9. Finally after creating your note, click the "Add" button to add it to the dashboard
  10. Your note has been successfully created and added to the dashboard

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Why should you add a note to a dashboard in HubSpot

HubSpot is a versatile tool designed to supercharge your marketing, sales, and service efforts.

Adding a note to a dashboard in HubSpot enhances team collaboration by allowing vital information to be shared efficiently. This feature ensures that all team members can stay up-to-date with the latest strategies and project changes.

With clear notes in place, decisions can be made more swiftly, reducing errors and boosting productivity. This streamlined approach keeps everyone aligned, fostering a more cohesive and effective team environment.

Last update
February 6, 2026
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