How - Tos

Step by step instructions to help with any process related questions

34 articles in this collection
Written by Mikaela Friedrich

Merge Notes

When two (streams) become one

Written by Mikaela Friedrich
Updated over a week ago

Archive Streams (and Relationships)

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

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

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

Organize 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 Emojis ✅

Jazz up your notes by adding emojis

Written by Mikaela Friedrich
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

Add a Subheading

How to add the small grey text underneath a heading

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 and upload images to Fellow

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

Create a New Meeting

Add a meeting to your Calendar in 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

Templates

Customize your Templates

Creating, Applying, and Saving Templates

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

Editing, Deleting, and Duplicating Templates

Use the "My Templates" section to make any changes to your templates

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

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

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