How - Tos

Step by step instructions to help with any process related questions

46 articles in this collection
Written by Mikaela Friedrich and Lacey Bemister

Action Items

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

Editing a Note

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

Add a Subheading

How to add the small grey text underneath a heading

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 page

Written by Mikaela Friedrich
Updated over a week ago

Calendar

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

Templates

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

Feedback

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

Asking for Feedback about a Meeting

How to ask for Meeting Feedback 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

360 Feedback

How to conduct 360 Reviews for your direct reports

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

Feedback Templates

How to create a feedback template to reuse

Written by Mikaela Friedrich
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

Troubleshooting

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