Group 65
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How - Tos
How - Tos
Step by step instructions to help with any process related questions
38 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
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
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
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
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
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
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
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/Share Notes
Print a Stream
Generate a "hard copy" of. your Fellow notes
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