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Add Talking Points to a Note

Different ways to add talking points into notes (1-on-1s, meetings, private/shared note series)

Julia avatar
Written by Julia
Updated over 6 months ago

Talking Points (or agenda items) are represented by the circle (❍) in Fellow notes. There are 4 main methods to add action items to notes. These 4 methods can be used in 1-on-1s, meetings, and private/shared note series. 

Here are all four in action:

To break those down ....

Method 1 - Tool Bar 

When you click the talking point icon at the top of the screen (in the tool bar), a talking point will be added to the note for you.

Method 2 - Press return to add another

If there is already a talking point in the document, you'll just need to press return in order to create a 2nd one.

Method 3 - Slash Menu

You can also open up this menu by using the slash ( / ) command. Then select "Talking Point"

Method 4 - Keyboard shortcut () 

If you are all about speed and efficiency, you can use this keyboard shortcut (it's super handy)

BONUS:

If you already have some other text that you would like to be a talking point item, just highlight the text and select "Talking Point" from the drop down

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