Fellow Tips: Use Meeting Agenda Templates

Apply, set, or create templates in Fellow to make your meetings more effective!

How many times have you heard “this meeting could have been an email”?

How many times have you left a conference room, virtual or otherwise, feeling like your time could have been much better spent? 

How often did you leave a meeting feeling like your talking points weren’t addressed and that your voice wasn’t heard? 

We’ve all been in terrible meetings and have felt the detrimental effects of them. It’s a pervasive issue that shows up in every company — from startups all the way up to the Fortune 500 — and results in hours of lost productivity.

The good news is it doesn’t need to be that way.

In our Fellow Tips series, you’ll find easy steps that you can take to make every meeting you schedule more productive and worth showing up to.

Starting with tip #1: Use Fellow’s meeting agenda templates.


Using meeting agenda templates for every meeting — one-on-ones, team meetings, cross-functional meetings — will help you save time and create consistency.

The templates in Fellow will also ensure the most important and relevant things are discussed at every meeting. Saving and reusing the same template will build the habit of meeting preparation across your team, and everyone will know exactly what needs to be prepared!

Here are some tips to take up the practice of reusing meeting agenda templates with Fellow:

1. Apply an existing template

2. Set templates for recurring meetings

3. Create your own meeting templates

1 Apply an existing template

To apply a template, go to the meeting note and click on the three dot drop down in the upper right hand corner of the note. Then select “Apply a template”.

This will open up a window where you can select one of Fellow’s templates, one specific to your company, or even one that you’ve created yourself.


2 Set templates for recurring meetings

To build that consistency, it’s great to use the same template for recurring meetings. To do this, click “Apply Template” then choose the template and check off the “Use this template for future notes” option at the bottom.

That way you can have custom templates for specific meeting types that automatically get applied. For instance, you can have a specific template for Sales meetings, another for All-Hands, and a third for Daily Stand-ups.


3 Create your own meeting templates

There are two places where you can create your own templates. One would be to create the template in the note itself, and “Save as template”.

The other option would be to go to User Settings –> My Templates and create a template from scratch.

This is a great way to prevent accidentally saving text or talking points as part of the template (when they are just relevant to that one note).

And this also gives you the opportunity to name your template and add a description.

Finally, don’t worry if you’re not in love with a template, you can edit and change templates whenever you want.

In the need of some template inspiration? Check out our template gallery 👋

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