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Customize your Templates
Customize your Templates

Create your own personalized templates

Mikaela Friedrich avatar
Written by Mikaela Friedrich
Updated over a week ago

Templates are a great way to structure your meeting agenda. Even better, it's something that just needs to be created or chosen once, and then you're good to go. No need to type it out every time.

Even though Fellow has some built in meeting templates, you aren't limited to those. Instead, customize and create templates that work for you and your team. In these templates, you can add Headers, Talking Points, Action Items and everything else that you could add to a normal note in Fellow.

Here are some ways that you customize templates:

  • Create a template from scratch

  • Edit a pre-existing template

  • Saving a note as a template

Steps for creating a template from scratch

  1. Build your own template from scratch by selecting Templates in the settings drop down then choosing Create new template.

  2. Enter the name of your template, and a quick description

  3. Choose a category from the drop down. This category isn't restrictive, instead it's just a guide for when/where this template should be applied. But even if you file your templates under Meetings, you'll still be able to apply it to other types of notes like 1-on-1s and Shared Notes.

  4. Create your template by adding headers, subheadings, etc. It's fairly customizable - just remember to save your template before you navigate away.

Steps for editing a pre-existing template to create a new one

There might be a template that you want to use, it just needs to be tweaked a little. In this case, I want to adapt the "Daily Standup Meeting" template to better fit my team.

  1. To do this, click on Copy to My Templates at the bottom of the template. This essentially creates an editable copy (B) and leaves the original (A) in tact.

  2. Rename the template, and make your modifications. In this example, I've added places for all of my team members under "What did I accomplish yesterday?".

Steps for saving a note as a template

This is great for times when you're building an agenda in the note and you realize that this agenda is a format that you would like to use again.

  1. Create your template directly in a meeting note.

  2. Save as a template by pressing the three dot drop down in the upper right hand corner of the note then select Save as template..

  3. Add a title and description and press Save in the bottom right hand corner. This template is now available to be applied to other notes!

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