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Basics of a Fellow Meeting Note

Get started adding and organizing the content of your agenda!

Julia avatar
Written by Julia
Updated over 3 weeks ago

Fellow notes are highly customizable and have many different features. Keep reading to ensure you have the basics covered as your first step towards becoming a power user!

Elements of a note

Action Items

You can enter tasks in a note as an action item which will appear as a square that you can check off once complete. With action item you can apply due dates, and assign tasks to one or more individuals.

Action items can also be synced to your other tools such as Asana, MS ToDo, ClickUp, and more!

Talking Points

Add the items you plan to discuss in your meeting as a talking point. They will appear as a circle, that can be checked off once they have been discussed. Talking points can be assigned to the specific user who will be discussing this item.

Bullet Points and Numbered Lists

Add bullet points and numbered lists in your meeting notes to provide additional information. Often bullets and numbered lists are associated with a talking point or action item above them, however this is not required.

If you do want to associated the bullets or numbered list with the above item, simply indent and this will automatically link it to the item directly above it.

Headers/Sub-Headers

Headers and subheaders help organize your content into a clear hierarchy. A header serves as the main title for a section, giving readers a quick preview of what that section covers. Subheaders are nested underneath headers to break down the main topic into smaller, more specific parts. Think of headers as chapter titles in a book, while subheaders are like the section titles within each chapter. Using headers and subheaders makes your content easier to scan and helps readers quickly find the information they're looking for.

Sections

Sections are special headers in a meeting note for parts of an agenda that need to be filled out by a meeting participant in advance of the meeting. These sections are designated by the purple lightning bolt on the left side of the header:

Descriptions

Add a description under a header or section to further explain or add context. You can do this by creating your header then hitting Shift + Enter on your keyboard:

Basic note template

Your Fellow note will have the "basic template" applied by default.

These headers do not dictate what you are able to put in that section of the note. For example, you can put action items under the talking point header, and vice versa.

Click here to learn more about Fellow's customizable template library and how you can apply templates to a meeting series or on a per note basis.

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