Fellow

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Mikaela Friedrich

Emily

Lacey Bemister

Step by step instructions to help with any process related questions

How - Tos

How to assign an action item to more than one assignee

Assign action items to multiple people

Gain visibility into your teammates action items

View Action Items Assigned to Others

Don't waste time moving action items one by one! With this hack you can save time by moving action items in bulk!

How to Move Action Items to the Daily Planner in Bulk

Sort your action items into custom groups

Create a new group for your action items

How to assign, edit and see due dates on action items

Due Dates on Action Items

Don't waste time deleting action items one at a time. With this handy hack, you can delete multiple items simultaneously!

How to Delete Action Items in Bulk

Different ways to add action items into notes (1-on-1s, meetings, private/shared streams)

Add Action Items to a Note

How to use the search bar in the action item section

Search Action Items

Copy Action Items

How to group, sort, and filter your action items

Sort and Reorder Action Items

How to assign action items to people outside of the meeting

Assign Action Items to Anyone

Mark no longer relevant action items as Won't Do

Action Item Status - Won't Do

Where to write action items that aren't attached to a calendar event.

Write Action Items Not Attached to a Meeting

Action Items

Different ways to add talking points into notes (1-on-1s, meetings, private/shared streams)

Add Talking Points to a Note

Outlining the different ways that you can insert a link and display it

Insert a link into a Fellow note

This guide shows you how to remove a talking point from a note

How to Delete a Talking Point

Using Tags

Start applying/creating tags to categorize and organize content

Create a tag

How to embed links from YouTube, Miro, Figma, Vimeo, Loom, Google Docs, Google Slides, Google Docs and more directly in your meeting notes

Embed media into a Fellow note

How to remove embedded content YouTube, Miro, Figma, Giphy, Vimeo, or Spotify content from your meeting note

Remove embedded media from a Fellow note

How to add the small grey text underneath a heading

Add a Subheading

Add Emojis ✅

Steps how to add a section to a meeting note

Add a section

How to edit an existing section or remove it entirely

Edit a section

Include images, gifs, and/or videos directly in your Fellow note

Add Images, Gifs, and Videos

How to manipulate the images that you have added to your note

Edit, Replace, and/or Delete Images

Learn how to edit text and customize your shared working documents

Customize your document

Learn how to attach files to a Fellow note

Attach a document to a note

Set it up so that incomplete talking points/action items are automatically included in the next meeting

Carry Incomplete Items Forward

Add a Stream Purpose

Bookmark frequently used streams to find them straight on the home panel

Star a Stream

Sarah Collins

Editing a Note or Stream

Deleted an event in Google Calendar? Here's how to get it back!

Restoring Deleted Calendar Events in Google Calendar

Migrating from Google Calendar to Microsoft 365 in Fellow

Switching from GSuite to Office

Migrating from Microsoft 365 to Google Calendar in Fellow

Switching from Office to GSuite

How to edit various details of a calendar event right in Fellow

Edit Events

View events from multiple calendars within Fellow

Sync Multiple Calendars

Link recurring and non-recurring events to 1-on-1 relationships!

Link 1-on-1 to Calendar Event

Create a new event

How to remove some events from your calendar in Fellow

Hide Calendar Events in Fellow

Accept or decline calendar events from the meeting section

RSVP to Calendar Events

How to exclude calendars from Fellow

Julia

Calendar

How to set up automatic pre-meeting reminders

Set up Pre-meeting Reminders

How to set it up so that recaps are automatically sent after the meeting ends

Automatically send Post-Meeting Recaps

How to set-up the Time Saver automation for a meeting

Set up Time Saver meeting automations

Meeting Automations

Customize your Templates

Here's how to star your go-to templates for regular use⭐️

Starring a Template

Delete a Template

Apply the same template to future instances of a recurring meeting

Set a Template for a Recurring Meeting

Edit Templates

Submit your template to be part of the Fellow template library

Submit a Template

Templates

Activate Users

Grant another user access to your Fellow account

Add a Delegate

Remove or edit a delegate's access to your Fellow account

Remove or Edit a Delegate's Access

Mirna

Manage users

A guide showing how to ask for 360 feedback

Create a 360 feedback request

Ask for feedback in other areas (like projects, other people, etc.)

Ask for Feedback About Something Else

How to write and send a feedback request in Fellow

Ask for Feedback about a Person

How to share 360 feedback

Give Feedback

Export feedback from Fellow and import into your favourite data analysis tool

Export Feedback as a CSV

How to write and re-use questions in feedback

Customizing Questions in Feedback

Requesters can ask for the responses to be anonymous

Ask for Anonymous Feedback

Feedback

Create a new Objective

Create an Objective Cycle

Add additional context to objective updates by adding comments

Add a comment to an Objective

Easily review your team's objective's during your team meetings

Add an Objective Tab to a Stream

How to create a new team (all users and admins)

Create a Team

Set an Objective Status

How to insert (or remove) a key result in a note

Insert a Key Result into a note

How to create a duplicate version of an objective

Duplicate an Objective

Objectives and Teams

Send notes from meetings directly to other tools via Zapier

Send Notes via Zapier

Export the contents of your account into a JSON file.

How to Export Personal Data

How you can share notes with non-meeting attendees or people outside of your organization

Sharing Notes

Generate a "hard copy" of. your Fellow notes

Print a Stream

Share a "view-only" link with people outside of your meeting

Create Public Links

How to send notes directly to a person using the Fellow Slack bot

Send Notes Directly to a Person on Slack

How to share notes and collaborate with users on different workspaces

Collaborate across workspaces

Send out a copy of your notes via email, Slack, Teams, and Zapier. Or export the notes to Google Docs, Notion or Confluence.

Send Out Your Agenda and Notes

Have the FellowBot send notes directly to a private slack channel

Send Agenda/Notes to a Private Slack Channel

To collaborate on group todo's, checklists, etc.

Create a Shared Stream

Export your entire stream into a Google Doc where you can save as a PDF and/or print

Export Stream to Google Docs

Send/Share Notes

Having issues with permissions when trying to include embedded media in a note? This article can help!

Troubleshooting embedded content

Merge Notes and Streams

If you are a CEO or simply don't have a manager, here is how to remove the automated pop up.

How to Remove the "Set your Manager" Pop-up

What to do if your Fellow Chrome extension is no longer letting you login/take notes