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How - Tos
Step by step instructions to help with any process related questions
+3
84 articles in this collection
Written by
Mikaela Friedrich,
Sarah Collins,
Lacey Bemister
and 3 others
Enable Dark Mode
Embrace the Fellow dark side
Written by
Mikaela Friedrich
Updated over a week ago
Action Items
View Action Items Assigned to Others
Gain visibility into your teammates action items
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!
Written by
Emily
Updated over a week ago
Create a new group for your action items
Sort your action items into custom groups
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
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
How to group, sort, and filter your action items
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
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 or Stream
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
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
Using Tags
What you can do with tags
Written by
Mikaela Friedrich
Updated over a week ago
Create a tag
Start applying/creating tags to categorize and organize content
Written by
Mikaela Friedrich
Updated over a week ago
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
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
Add Emojis ✅
Jazz up your notes by adding emojis
Written by
Mikaela Friedrich
Updated over a week ago
Add a section
Steps how to add a section to a meeting note
Written by
Mikaela Friedrich
Updated over a week ago
Edit a section
How to edit an existing section or remove it entirely
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
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
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
Add a Stream Purpose
How to add a purpose to a stream
Written by
Mikaela Friedrich
Updated over a week ago
Star a Stream
Bookmark frequently used streams to find them straight on the home panel
Written by
Mikaela Friedrich
Updated over a week ago
Calendar
Restoring Deleted Calendar Events in Google Calendar
Deleted an event in Google Calendar? Here's how to get it back!
Written by
Julia
Updated over a week ago
Switching from GSuite to Office
Migrating from Google Calendar to Microsoft 365 in Fellow
Written by
Julia
Updated over a week ago
Switching from Office to GSuite
Migrating from Microsoft 365 to Google Calendar in Fellow
Written by
Julia
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
Link recurring and non-recurring events to 1-on-1 relationships!
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
How to exclude calendars from Fellow
Written by
Julia
Updated over a week ago
Meeting Automations
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
Templates
Customize your Templates
Create your own personalized templates
Written by
Mikaela Friedrich
Updated over a week ago
Starring a Template
Here's how to star your go-to templates for regular use⭐️
Written by
Emily
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
Manage users
Activate Users
How to activate inactive users
Written by
Mirna
Updated over a week ago
Add a Delegate
Grant another user access to your Fellow account
Written by
Mikaela Friedrich
Updated over a week ago
Remove or Edit a Delegate's Access
Remove or edit a delegate's access to your Fellow account
Written by
Mikaela Friedrich
Updated over a week ago
Feedback
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
How to share 360 feedback
Sharing and exporting feedback
Written by
Julia
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
Objectives and Teams
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 a comment to an Objective
Add additional context to objective updates by adding comments
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
Insert a Key Result into a note
How to insert (or remove) a key result in a note
Written by
Mikaela Friedrich
Updated over a week ago
Duplicate an Objective
How to create a duplicate version of an objective
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
Written by
Mikaela Friedrich
Updated over a week ago
How to Export Personal Data
Export the contents of your account into a JSON 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, Slack, Teams, and Zapier. Or export the notes to Google Docs, Notion or Confluence.
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
Troubleshooting embedded content
Having issues with permissions when trying to include embedded media in a note? This article can help!
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
Remove Streams (and Relationships)
Written by
Mikaela Friedrich
Updated over a week ago
Removing participants from a shared stream
How to update participants on a shared stream
Written by
Julia
Updated over a week ago