How - Tos | Fellow Help Center

Merge Notes

When two (streams) become one

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

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 this week

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 this week