Using meeting agenda templates for every meeting — one-on-ones, team meetings, cross-functional meetings — will help you save time and create consistency across all of your meetings.
Templates will also ensure the most important and relevant things are discussed at every meeting. Saving and reusing the same template will build the habit of meeting preparation across your team, and everyone will know exactly what needs to be prepared.
How to take up these best practices with Fellow
If you've made it this far, you are probably interested in the magical world of templates. Depending on how deep you're wanting to dive, here are some Template How-Tos:
Apply a template
To apply a template, go to the meeting note and click on the three dot drop down in the upper right hand corner of the note. Then select "Apply a template".
This will open up a window where you can select one of Fellow's templates, one specific to your company, or even one that you've created yourself.
Set templates for recurring meetings
To build that consistency, it's great to use the same template for recurring meetings. To do this, click "Apply Template" then choose the template and check off the "Use this template for future notes" option at the bottom.
That way you can have custom templates for specific meeting types that automatically get applied. For instance, you can have a specific template for Sales meetings, another for All Hands, and a third for Daily Standups.
You can check that this is set up by clicking on More Actions --> Stream Settings in the upper right hand corner of the stream.
Create your own templates
There are three main use cases for creating templates:
You would like to adapt/edit an existing template to better suit your needs
You are creating an agenda in a note and decide that the format is great and should be made into a template
For all those cases, you'll likely end up on a page similar to this. On the right hand side you can type and format exactly like you would in any other note.
Be sure to add a title and save the template!
Note: be careful not to mistakenly save specific meeting talking points as part of your template
Don't worry if you're not in love with a template, you can edit and change templates whenever you want.
To do that, navigate to the template section and pick the template that you want to edit. Then select "Edit template". Start editing and don't forget to save!
If you are editing a template directly in a note, then you'll need to press "Preview" then Edit in the bottom corner
In the need of some template inspiration? Check out our template gallery