How - Tos

Enable Dark Mode

Embrace the Fellow dark side

Written by Mikaela Friedrich
Updated over a week ago

Activate Users

How to activate inactive users

Written by Mirna Shaltout
Updated over a week ago

Due Dates on Action Items

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

Written by Mikaela Friedrich
Updated over a week ago

How to Delete Action Items in Bulk

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

Written by Lacey Bemister
Updated over a week ago

Add Action Items to a Note

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

Written by Mikaela Friedrich
Updated over a week ago

Search Action Items

How to use the search bar in the action item section

Written by Mikaela Friedrich
Updated over a week ago

Copy Action Items

Written by Mikaela Friedrich
Updated over a week ago

Sort and Reorder Action Items

Move action items between sections (Today, Upcoming, etc.)

Written by Mikaela Friedrich
Updated over a week ago

Action Item Status - Won't Do

Mark no longer relevant action items as Won't Do

Written by Mikaela Friedrich
Updated over a week ago

Write Action Items Not Attached to a Meeting

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

Written by Mikaela Friedrich
Updated over a week ago

How to Delete a Talking Point

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

Written by Sarah Collins
Updated over a week ago

Add Talking Points to a Note

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

Written by Mikaela Friedrich
Updated over a week ago

Remove embedded media from a Fellow note

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

Written by Mikaela Friedrich
Updated over a week ago

Add a Subheading

How to add the small grey text underneath a heading

Written by Mikaela Friedrich
Updated over a week ago

Embed media into a Fellow note

How to embed links from YouTube, Miro, Figma, Giphy, Vimeo or Spotify directly in your meeting notes

Written by Mikaela Friedrich
Updated over a week ago

Add Emojis ✅

Jazz up your notes by adding emojis

Written by Mikaela Friedrich
Updated over a week ago

Edit, Replace, and/or Delete Images

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

Written by Mikaela Friedrich
Updated over a week ago

Add Images, Gifs, and Videos

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

Written by Mikaela Friedrich
Updated over a week ago

Customize your document

Learn how to edit text and customize your shared working documents

Written by Mikaela Friedrich
Updated over a week ago

Attach a document to a note

Learn how to attach files to a Fellow note

Written by Mikaela Friedrich
Updated over a week ago

Carry Incomplete Items Forward

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

Written by Mikaela Friedrich
Updated over a week ago

Star a Stream

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

Written by Mikaela Friedrich
Updated over a week ago

Edit Events

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

Written by Mikaela Friedrich
Updated over a week ago

Sync Multiple Calendars

View events from multiple calendars within Fellow

Written by Mikaela Friedrich
Updated over a week ago

Link 1-on-1 to Calendar Event

Written by Mikaela Friedrich
Updated over a week ago

Create a new event

Schedule events straight from Fellow

Written by Mikaela Friedrich
Updated over a week ago

Hide Calendar Events in Fellow

How to remove some events from your calendar in Fellow

Written by Mikaela Friedrich
Updated over a week ago

RSVP to Calendar Events

Accept or decline calendar events from the meeting section

Written by Mikaela Friedrich
Updated over a week ago

Set up Pre-meeting Reminders

How to set up automatic pre-meeting reminders

Written by Mikaela Friedrich
Updated over a week ago

Automatically send Post-Meeting Recaps

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

Written by Mikaela Friedrich
Updated over a week ago

Set up Time Saver meeting automations

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

Written by Mikaela Friedrich
Updated over a week ago

Customize your Templates

Create your own personalized templates

Written by Mikaela Friedrich
Updated over a week ago

Delete a Template

Steps to delete a template

Written by Mikaela Friedrich
Updated over a week ago

Set a Template for a Recurring Meeting

Apply the same template to future instances of a recurring meeting

Written by Mikaela Friedrich
Updated over a week ago

Edit Templates

Edit an existing template

Written by Mikaela Friedrich
Updated over a week ago

Submit a Template

Submit your template to be part of the Fellow template library

Written by Mikaela Friedrich
Updated over a week ago

Create a 360 feedback request

A guide showing how to ask for 360 feedback

Written by Mikaela Friedrich
Updated over a week ago

Ask for Feedback About Something Else

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

Written by Mikaela Friedrich
Updated over a week ago

Ask for Feedback about a Person

How to write and send a feedback request in Fellow

Written by Mikaela Friedrich
Updated over a week ago

Give Feedback

How to give feedback in Fellow

Written by Mikaela Friedrich
Updated over a week ago

Export Feedback as a CSV

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

Written by Mikaela Friedrich
Updated over a week ago

Customizing Questions in Feedback

How to write and re-use questions in feedback

Written by Mikaela Friedrich
Updated over a week ago

Ask for Anonymous Feedback

Requesters can ask for the responses to be anonymous

Written by Mikaela Friedrich
Updated over a week ago

Create a new Objective

How to create objectives and key results

Written by Mikaela Friedrich
Updated over a week ago

Create an Objective Cycle

Set a time period to complete your goals

Written by Mikaela Friedrich
Updated over a week ago

Add an Objective Tab to a Stream

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

Written by Mikaela Friedrich
Updated over a week ago

Create a Team

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

Written by Mikaela Friedrich
Updated over a week ago

Set an Objective Status

What each objective status means

Written by Mikaela Friedrich
Updated over a week ago

Send Notes via Zapier

Send notes from Customer meetings directly to your CRM.

Written by Mikaela Friedrich
Updated over a week ago

How to Export Personal Data

Export the contents of your account into a CSV file.

Written by Lacey Bemister
Updated over a week ago

Sharing Notes

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

Written by Mikaela Friedrich
Updated over a week ago

Print a Stream

Generate a "hard copy" of. your Fellow notes

Written by Mikaela Friedrich
Updated over a week ago

Create Public Links

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

Written by Mikaela Friedrich
Updated over a week ago

Send Notes Directly to a Person on Slack

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

Written by Mikaela Friedrich
Updated over a week ago

Send Out Your Agenda and Notes

Send out a copy of your notes via email or Slack or Teams

Written by Mikaela Friedrich
Updated over a week ago

Send Agenda/Notes to a Private Slack Channel

Have the FellowBot send notes directly to a private slack channel

Written by Mikaela Friedrich
Updated over a week ago

Create a Shared Stream

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

Written by Mikaela Friedrich
Updated over a week ago

Export Stream to Google Docs

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

Written by Mikaela Friedrich
Updated over a week ago

Merge Notes and Streams

When two (streams) become one

Written by Mikaela Friedrich
Updated over a week ago

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

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

Written by Lacey Bemister
Updated over a week ago

Fellow Chrome Extension Stopped Working

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

Written by Mikaela Friedrich
Updated over a week ago

Archive Streams (and Relationships)

Written by Mikaela Friedrich
Updated over a week ago