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.
Level 1: Applying templates
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.
Level 2: 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.
Level 3: Create your own templates
There are two places where you can create your own templates. One would be to create the template in the note itself, and "Save as template".
The other option would be to go to User Settings --> My Templates and create a template from scratch.
This is a great way to prevent accidentally saving text or talking points as part of the template (when they are just relevant to that one note).
And this also gives you the opportunity to name your template and add a description.
Don't worry if you're not in love with a template, you can edit and change templates whenever you want.
In the need of some template inspiration? Check out our template gallery