How - Tos

Enable Dark Mode

Embrace the Fellow dark side

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 Truax
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

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

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 Description

How to add a description to a stream

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

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

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

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

Starring a Template

Here's how to star your go-to templates for regular use⭐️

Written by Emily Truax
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

Activate Users

How to activate inactive users

Written by Mirna Shaltout
Updated over a week ago

Add a Delegate

Grant another user access to your Fellow account

Written by Mikaela Friedrich
Updated this week

Remove or Edit a Delegate's Access

Remove or edit a delegate's access to your Fellow account

Written by Mikaela Friedrich
Updated this week

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

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 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

Removing participants from a shared stream

How to update participants on a shared stream

Written by Julia
Updated over a week ago