Action Items
What: An item that requires a follow-up action, like takeaways, tasks, and todos.
When/Why: Clearly note what needs to be done and the actions required following a meeting (or on a personal todo list), and assignable to a person. Incomplete action items can be carried forward to the next meeting.
How: The easiest way to add an action item is to use the keyboard shortcut []. Other ways to add them are discussed here.
**(As a pro user, you can add due dates to action items by clicking on the clock icon)
Talking Points
What: An agenda item that needs to be discussed.
When/Why: Able to check off what has been discussed and what has not. Can be assigned to a person. Can carry forward any incomplete talking points to the next meeting.
How: The easiest way to add in a talking point is to use the keyboard shortcut (). There are a few other ways that are described in detail here.
**(Unable to add a due date on a talking point)
Bullets
What: A non-dynamic note to add more information.
When/Why: Bullet points can be indented for sub-points and are typically used when the item does not need to be checked-off/carried forward. Usually for more follow-up information about what has been discussed.
How: Press the - or * on your keyboard to start adding bullet points. Press tab to add further sub-bullets
Fellow also has the option for numbered lists and indentation sans bullets (just press tab)
And don't forget Private Notes!
Private Notes:
Located on the far right hand side of the note, these are only visible to you and can be hidden by pressing the eye icon. Allows for rich-text formatting like adding bullet, bolding, italicizing but does not support talking points or action items.