New to Fellow? The Basics

An overview about how Fellow works and how to get started

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

Welcome to Fellow!

How Fellow is Organized

Fellow is divided into four main sections: Home, Meetings, Action items and Feedback.

And within each of those categories are various elements including action items, templates, meetings, private note series, shared note series, and feedback.

But to get started, we’d recommend exploring meetings first.

The meeting view in Fellow is essentially your calendar and your collaborative meeting note. The idea is that you’ll be able to tie each meeting note directly to the calendar event for easy access and organization.

But here is where it gets special, you’ll be able to collaborate on this meeting note in real time, specify the takeaways/to-dos, and create historical series of notes.

Inside a Fellow Note

The note itself works a lot like any other sort of document - you’ll be able to add text and images. Fellow also has two unique text options: talking points and action items.

Talking points are checkable discussion topics. You’ll be able to check these off as you go through the meeting, add supplementary notes to them, plus (if you want) any talking points that you don’t discuss can be carried forward to the next meeting.

Action Items are a type of to-do. They are designated tasks that someone is assigned that they need to get done. To make sure no action items are lost, all your action items will be compiled in one master to-do list of sorts. Plus any incomplete action items can be carried forward as well.

So when you have an upcoming meeting, you can add to the agenda in advance (as can your teammates) so you create a collaborative meeting agenda. Each person can add talking points, additional notes, or resources. They can create headers, format text, and highlight specific items or add any relevant links to documents.

Then during the meeting, you can add supplemental notes, check off talking points as they get discussed, and then assign clear action items to your team

Historical View

If this is a meeting that happens more than once, you’ll be able to see all of the older notes in one continuous note series. All of your notes will be stacked on top of each other, but more importantly this means you’ll just need to scroll back to see previous notes and what was discussed.

Outside a Fellow Note

The other important thing to know, is that you can send the agenda/notes out to your team using email, Slack, or MS Teams. Which can prompt your team to add their own talking points. Or be a nice recap after the meeting.

Once you know how meeting notes work in Fellow, then you’re off to a great start because the same principles that apply to meeting notes apply to note series! You can add content, format however you would like, and all your notes will be grouped in series.

If you're interested in meeting agenda best practices, check out our ebook for templates, tips and examples.

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