Fellow notes are highly customizable and have many different features. Keep reading to ensure you have the basics covered as your first step towards becoming a power user!
In this article:
Basic note template
Your Fellow note will have the "basic template" applied by default.
These headers do not dictate what you are able to put in that section of the note. For example, you can put action items under the talking point header, and vice versa.
Click here to learn more about Fellow's customizable template library. You can change the default templates for a meeting note, and you can also change your templates per-note if you prefer.
Elements of a note
Action Items
You can enter tasks in a note as an action item which will appear as a square that you can check off once complete. With action item you can apply due dates, and assign tasks to one or more individuals.
Action items can also be synced to your other tools such as Asana, MS ToDo, ClickUp, and more!
Talking Points
Add the items you plan to discuss in your meeting as a talking point. They will appear as a circle, that can be checked off once they have been discussed. Talking points can be assigned to the specific user who will be discussing this item.
Bullet Points and Numbered Lists
Add bullet points and numbered lists in your meeting notes to provide additional information. Often bullets and numbered lists are associated with a talking point or action item above them, however this is not required.
If you do want to associated the bullets or numbered list with the above item, simply indent and this will automatically link it to the item directly above it.
