How - Tos

Step by step instructions to help with any process related questions

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83 articles in this collection
Written by Mikaela Friedrich, Sarah Collins, Lacey Bemister and 3 others
Action Items

View Action Items Assigned to Others

Gain visibility into your teammates action items
Mikaela Friedrich avatar
Written by Mikaela Friedrich
Updated over a week ago

How to Move Action Items to the Daily Planner in Bulk

Don't waste time moving action items one by one! With this hack you can save time by moving action items in bulk!
Emily avatar
Written by Emily
Updated over a week ago

Create a new group for your action items

Sort your action items into custom groups
Mikaela Friedrich avatar
Written by Mikaela Friedrich
Updated over a week ago

Due Dates on Action Items

How to assign, edit and see due dates on action items
Mikaela Friedrich avatar
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!
Lacey Bemister avatar
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)
Mikaela Friedrich avatar
Written by Mikaela Friedrich
Updated over a week ago

Search Action Items

How to use the search bar in the action item section
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Written by Mikaela Friedrich
Updated over a week ago

Copy Action Items

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

Sort and Reorder Action Items

How to group, sort, and filter your action items
Mikaela Friedrich avatar
Written by Mikaela Friedrich
Updated over a week ago

Assign Action Items to Anyone

How to assign action items to people outside of the meeting
Mikaela Friedrich avatar
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
Mikaela Friedrich avatar
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.
Mikaela Friedrich avatar
Written by Mikaela Friedrich
Updated this week
Editing a Note or Stream

Add Talking Points to a Note

Different ways to add talking points into notes (1-on-1s, meetings, private/shared streams)
Mikaela Friedrich avatar
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
Sarah Collins avatar
Written by Sarah Collins
Updated over a week ago

Using Tags

What you can do with tags
Mikaela Friedrich avatar
Written by Mikaela Friedrich
Updated yesterday

Create a tag

Start applying/creating tags to categorize and organize content
Mikaela Friedrich avatar
Written by Mikaela Friedrich
Updated this week

Embed media into a Fellow note

How to embed links from YouTube, Miro, Figma, Vimeo, Loom, Google Docs, Google Slides, Google Docs and more directly in your meeting notes
Mikaela Friedrich avatar
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
Mikaela Friedrich avatar
Written by Mikaela Friedrich
Updated over a week ago

Add a Subheading

How to add the small grey text underneath a heading
Mikaela Friedrich avatar
Written by Mikaela Friedrich
Updated this week

Add Emojis ✅

Jazz up your notes by adding emojis
Mikaela Friedrich avatar
Written by Mikaela Friedrich
Updated over a week ago

Add a section

Steps how to add a section to a meeting note
Mikaela Friedrich avatar
Written by Mikaela Friedrich
Updated this week

Edit a section

How to edit an existing section or remove it entirely
Mikaela Friedrich avatar
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
Mikaela Friedrich avatar
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
Mikaela Friedrich avatar
Written by Mikaela Friedrich
Updated yesterday

Customize your document

Learn how to edit text and customize your shared working documents
Mikaela Friedrich avatar
Written by Mikaela Friedrich
Updated yesterday

Attach a document to a note

Learn how to attach files to a Fellow note
Mikaela Friedrich avatar
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
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Written by Mikaela Friedrich
Updated over a week ago

Add a Stream Purpose

How to add a purpose to a stream
Mikaela Friedrich avatar
Written by Mikaela Friedrich
Updated over a week ago

Star a Stream

Bookmark frequently used streams to find them straight on the home panel
Mikaela Friedrich avatar
Written by Mikaela Friedrich
Updated over a week ago
Send/Share Notes

Send Notes via Zapier

Send notes from meetings directly to other tools via Zapier
Mikaela Friedrich avatar
Written by Mikaela Friedrich
Updated over a week ago

How to Export Personal Data

Export the contents of your account into a JSON file.
Lacey Bemister avatar
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
Mikaela Friedrich avatar
Written by Mikaela Friedrich
Updated over a week ago

Print a Stream

Generate a "hard copy" of. your Fellow notes
Mikaela Friedrich avatar
Written by Mikaela Friedrich
Updated over a week ago

Create Public Links

Share a "view-only" link with people outside of your meeting
Mikaela Friedrich avatar
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
Mikaela Friedrich avatar
Written by Mikaela Friedrich
Updated over a week ago

Send Out Your Agenda and Notes

Send out a copy of your notes via email, Slack, Teams, and Zapier. Or export the notes to Google Docs, Notion or Confluence.
Mikaela Friedrich avatar
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
Mikaela Friedrich avatar
Written by Mikaela Friedrich
Updated over a week ago

Create a Shared Stream

To collaborate on group todo's, checklists, etc.
Mikaela Friedrich avatar
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
Mikaela Friedrich avatar
Written by Mikaela Friedrich
Updated this week