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All of Eos, explained
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The whole help centre, in topic order.
- The Eos glossaryAccount, organization, module, role, permission, plan, token: the words that come back everywhere, defined once.Getting started4 min
- Create your Eos accountSigning up by email or with Google, what it asks for, and what happens right after.Getting started2 min
- Create your organizationThe organization is the workspace: it holds the members, the modules and the data. Here is what you decide when you create one.Getting started3 min
- Invite your teamAn invitation goes out by email with a role attached: the member arrives with the right permissions, with nothing else to set.Getting started2 min
- Enable your modulesA module is enabled for one organization, in one click, and adds its screens to the sidebar. Disabling it deletes nothing.Getting started2 min
- Open a moduleMove from one module to another from the sidebar.Sidebar & shell
- Expand a moduleSee a module’s lists, folders or threads without leaving the page.Sidebar & shell
- Reorder the modulesDrag a module to move it up in the sidebar.Sidebar & shell
- Pin a shortcutKeep a page one click away in the Shortcuts section.Sidebar & shell
- Collapse the sidebarGive the full width back to the content, and reopen it by hovering the edge.Sidebar & shell
- Switch organizationMove from one workspace to another.Sidebar & shell
- Change the themeLight, dark, or whatever the system says.Sidebar & shell
- Open notificationsThe notification panel, and marking things as read.Sidebar & shell
- Report a bugDescribe a problem without leaving the page it happens on.Sidebar & shell
- Quick actions in the top barThe current module’s entry points, always in the same place.Sidebar & shell
- Open NeosThe assistant panel, available on every page.Sidebar & shell
- Roles and permissionsHow Eos decides who can do what: roles, permissions granted or revoked person by person, and the rule that settles ties.Organization5 min
- Create a workspaceThree steps, and Neos fills in what it can infer from one sentence.Organization
- Enable a moduleThe catalogue, and what a module adds to the sidebar.Organization
- Remove a moduleWhat becomes of its content.Organization
- Invite a memberBy email, with the role they will arrive with.Organization
- Create a roleA role, and what it opens module by module.Organization
- Set permissionsWhat a role can see, create, edit and delete.Organization
- The overviewThe widgets on the organization’s home page.Organization
- Change planCompare the tiers, and what changes.Organization
- View the invoicesThe organization’s billing history.Organization
- Securing your accountPassword, two-factor authentication, connected devices: the three settings that matter, and where they live.Account3 min
- Edit your profileName, avatar, and what the others see.Account
- Change your languageThe interface, and the emails you receive.Account
- Set your notificationsWhat tells you, and through which channel.Account
- Security and sessionsPassword, two-factor authentication, connected devices.Account
- Connect an integrationPlug a third-party service into your account.Account
- Connect an MCP clientGive an outside assistant access to your workspace.Account
- Create a taskA title in the quick-add bar, Enter, and it is written down.To-Do
- Create a detailed taskThe full panel: description, priority, tags, due date, members.To-Do
- Complete a taskTick a task, and what that changes in the tabs.To-Do
- Open a task’s detailsThe side panel and everything it holds.To-Do
- Rename a taskChange a task’s title from its panel.To-Do
- Write a descriptionThe rich editor: headings, bold, lists, links.To-Do
- Change the priorityLow, medium, high — or your own list’s priorities.To-Do
- Add tagsPick an existing tag, or create one on the spot.To-Do
- Add a noteThe short annotation shown under the title in lists.To-Do
- Set a due dateA date and a time, and the reminder that comes with it.To-Do
- Assign a taskHand a task to one member or several.To-Do
- Change the statusMove a task from one status to the next.To-Do
- Create a recurring taskThe task comes back on its own at every due date.To-Do
- Delete a taskTake it off the list, and what the confirmation asks.To-Do
- Open the kanban viewThe same tasks in columns, one per status.To-Do
- Move a cardDrag a card from one column to another to change its status.To-Do
- Search for a taskThe search filters the list as you type.To-Do
- Show only my tasksThe “My tasks” button, and what it takes out of the list.To-Do
- Filter tasksPriority, assignee, tags — and the active-filter counter.To-Do
- Sort tasksNewest, oldest, or by priority.To-Do
- The status tabsAll, To do, In progress, Done — and their counters.To-Do
- Create a listOne more list: its name, its description, who can reach it.To-Do
- Rename a listThe name the sidebar and the header show.To-Do
- Describe a listThe line shown under the list’s title.To-Do
- Change a list’s colourThe dot that tells it apart from the other lists.To-Do
- Change a list’s accessThe whole organization, or only the roles and members you name.To-Do
- Edit the statusesThe kanban columns and the list tabs, in your own order.To-Do
- Edit the prioritiesFrom least to most urgent — that order defines the sort.To-Do
- Manage tagsRenaming a tag updates it everywhere; deleting it removes it from everything.To-Do
- Delete a listWhat becomes of the list, and of its tasks.To-Do
- Sharing a document outside the organizationThe public link: what it exposes, who can open it, and how to revoke it.Drive3 min
- The Drive’s three spacesMy Drive, the organization’s, and what is shared with you.Drive
- Create a folderTidy up without leaving the current view.Drive
- Upload a fileDrop a file in, and watch it go up.Drive
- Create a documentThe full-screen editor, saving as you type.Drive
- Create a tableTyped columns: text, number, date, checkbox, choice, link.Drive
- Fill in a tableEnter, correct and sort a table’s rows.Drive
- Create a formA public form that writes into a table.Drive
- Move an itemDrag a file or a folder into another folder.Drive
- Rename an itemChange the name of a file, a folder or a table.Drive
- Share an itemViewer or editor, person by person or for the whole organization.Drive
- Publish a public linkAn address you can hand out, revocable at any time.Drive
- Pin an itemKeep it at the top, for yourself or for the whole organization.Drive
- Search the DriveSearch a space, a folder, or the bin.Drive
- Bin and restoreFind a deleted item again, or purge it for good.Drive
- See the storage usedWhat the organization weighs, and who is taking the room.Drive
- The calendar’s four viewsMonth, week, three days, day — and what each one is for.Calendar
- Create an eventDrag across a time range to create it right there.Calendar
- Edit an eventTitle, colour, time range, description.Calendar
- An all-day eventAll-day entries, and events that span several days.Calendar
- Manage calendarsSeveral calendars, their colours, and who sees them.Calendar
- Share a calendarOpen a calendar to a role or to named members.Calendar
- Sync a calendarConnect an external calendar, and what shows up.Calendar
- See your tasks in the calendarTo-Do due dates, laid onto the right days.Calendar
- Create a sprintA period, a set of tasks, and what is left of it.Calendar
- Show public holidaysThe holiday calendar for the country you choose.Calendar
- Start a conversationA direct thread with a colleague.Conversations
- Create a groupSeveral people, one thread, and its settings.Conversations
- Send a messageWrite, reply, and see who is typing.Conversations
- Reply to a messageQuote one specific message in the thread.Conversations
- React to a messageOne reaction, without writing a line.Conversations
- Attach a fileFrom your computer, or straight from the Drive.Conversations
- Forward a messageSend it on to another thread.Conversations
- Start a callAudio or video, one to one or as a group.Conversations
- Share your screenShow a window during a call.Conversations
- Schedule a meetingA planned meeting, and its public link.Conversations
- Sort conversations into categoriesCategories to keep the threads in order.Conversations
- Mute a threadStop being notified, without leaving the conversation.Conversations
- Create a documentationOne more manual, with its name and its description.Documentation
- Create a pageA page in the tree, up to three levels deep.Documentation
- Write a pageThe editor, and the saving that follows along.Documentation
- Reorder the pagesDrag a page to move it inside the tree.Documentation
- Give a page an iconThe visual marker in the table of contents.Documentation
- Publish a documentationA public address, and exactly what it exposes.Documentation
- Set the published site’s themeEight colours govern the whole site.Documentation
- Manage a documentation’s accessWho reads, who writes, documentation by documentation.Documentation
- Write togetherSee who is reading and who is writing on the same page.Documentation
- Search the documentationFind a page by its title or its content.Documentation
- Create a scheduled taskAn HTTP request, a schedule, and off it goes.Cron
- Set the scheduleEvery five minutes, or the first of the month at 8:00.Cron
- Configure the requestMethod, headers, JSON body.Cron
- Run a task by handTrigger a run without waiting for the hour.Cron
- Read the logsStatus, duration, response — run by run.Cron
- Pause a taskSuspend it without deleting it.Cron
- Retry on failureWhat happens when a run fails.Cron
- Register a machineA key to copy, and the server starts talking.Server monitor
- Install the agentThree commands, and the first metrics come in.Server monitor
- Read the metricsCPU, RAM, disk, network — as tiles and as curves.Server monitor
- Follow the processesThe PM2 list, its logs, and restarting.Server monitor
- Open a terminalA session on the machine, from the browser.Server monitor
- A silent machineWhat Eos shows when a server goes quiet.Server monitor
- Manage the pluginsWhat else the agent measures, and what it costs.Server monitor
- Talking to NeosWhere to find it, what it can do, and why it always asks before writing anything.Neos4 min
- Tokens and the weekly allowanceWhat a token is, what consumes them, how to follow your usage and what to do when the allowance runs out.Neos3 min
- Open the Neos panelAvailable on every page of the organization.Neos
- Ask for an actionCreate a task, find it again, go to it — in one sentence.Neos
- Approve an actionThe confirmation card: nothing runs without your say-so.Neos
- Reword an actionCorrect the proposal before it goes out.Neos
- Refuse an actionCancel what Neos proposes, with no side effects.Neos
- Neos follows the context“Open it” is enough: it remembers what you are talking about.Neos
- Resize the panelThe panel pushes the content aside instead of covering it.Neos
- Plans, limits and going overWhat is free, what is paid, what is counted — and exactly what happens when an organization goes past its plan.Billing4 min
- Invoices and payment methodsWhere to find your invoices, how to change card, and who actually handles your card details.Billing2 min
- Cancel a subscriptionCancelling takes one click, applies at the end of the period you have paid for, and deletes no data.Billing2 min
Essentials
Where to start, and what people ask most often.
- Create your Eos accountSigning up by email or with Google, what it asks for, and what happens right after.Getting started2 min
- Create your organizationThe organization is the workspace: it holds the members, the modules and the data. Here is what you decide when you create one.Getting started3 min
- Invite your teamAn invitation goes out by email with a role attached: the member arrives with the right permissions, with nothing else to set.Getting started2 min
- Roles and permissionsHow Eos decides who can do what: roles, permissions granted or revoked person by person, and the rule that settles ties.Organization5 min
- Talking to NeosWhere to find it, what it can do, and why it always asks before writing anything.Neos4 min
- Plans, limits and going overWhat is free, what is paid, what is counted — and exactly what happens when an organization goes past its plan.Billing4 min
Getting started
Create your account and workspace, then invite your team.
- The Eos glossaryAccount, organization, module, role, permission, plan, token: the words that come back everywhere, defined once.4 min
- Create your Eos accountSigning up by email or with Google, what it asks for, and what happens right after.2 min
- Create your organizationThe organization is the workspace: it holds the members, the modules and the data. Here is what you decide when you create one.3 min
- Invite your teamAn invitation goes out by email with a role attached: the member arrives with the right permissions, with nothing else to set.2 min
- Enable your modulesA module is enabled for one organization, in one click, and adds its screens to the sidebar. Disabling it deletes nothing.2 min
Sidebar & shell
Moving around Eos: modules, shortcuts, theme, notifications.
- Open a moduleMove from one module to another from the sidebar.
- Expand a moduleSee a module’s lists, folders or threads without leaving the page.
- Reorder the modulesDrag a module to move it up in the sidebar.
- Pin a shortcutKeep a page one click away in the Shortcuts section.
- Collapse the sidebarGive the full width back to the content, and reopen it by hovering the edge.
- Switch organizationMove from one workspace to another.
- Change the themeLight, dark, or whatever the system says.
- Open notificationsThe notification panel, and marking things as read.
- Report a bugDescribe a problem without leaving the page it happens on.
- Quick actions in the top barThe current module’s entry points, always in the same place.
- Open NeosThe assistant panel, available on every page.
Organization
Members, roles, permissions, modules and plans.
- Roles and permissionsHow Eos decides who can do what: roles, permissions granted or revoked person by person, and the rule that settles ties.5 min
- Create a workspaceThree steps, and Neos fills in what it can infer from one sentence.
- Enable a moduleThe catalogue, and what a module adds to the sidebar.
- Remove a moduleWhat becomes of its content.
- Invite a memberBy email, with the role they will arrive with.
- Create a roleA role, and what it opens module by module.
- Set permissionsWhat a role can see, create, edit and delete.
- The overviewThe widgets on the organization’s home page.
- Change planCompare the tiers, and what changes.
- View the invoicesThe organization’s billing history.
Account
Profile, language, notifications, security and integrations.
- Securing your accountPassword, two-factor authentication, connected devices: the three settings that matter, and where they live.3 min
- Edit your profileName, avatar, and what the others see.
- Change your languageThe interface, and the emails you receive.
- Set your notificationsWhat tells you, and through which channel.
- Security and sessionsPassword, two-factor authentication, connected devices.
- Connect an integrationPlug a third-party service into your account.
- Connect an MCP clientGive an outside assistant access to your workspace.
To-Do
Lists, tasks, statuses, kanban, filters and recurrence.
- Create a taskA title in the quick-add bar, Enter, and it is written down.
- Create a detailed taskThe full panel: description, priority, tags, due date, members.
- Complete a taskTick a task, and what that changes in the tabs.
- Open a task’s detailsThe side panel and everything it holds.
- Rename a taskChange a task’s title from its panel.
- Write a descriptionThe rich editor: headings, bold, lists, links.
- Change the priorityLow, medium, high — or your own list’s priorities.
- Add tagsPick an existing tag, or create one on the spot.
- Add a noteThe short annotation shown under the title in lists.
- Set a due dateA date and a time, and the reminder that comes with it.
- Assign a taskHand a task to one member or several.
- Change the statusMove a task from one status to the next.
- Create a recurring taskThe task comes back on its own at every due date.
- Delete a taskTake it off the list, and what the confirmation asks.
- Open the kanban viewThe same tasks in columns, one per status.
- Move a cardDrag a card from one column to another to change its status.
- Search for a taskThe search filters the list as you type.
- Show only my tasksThe “My tasks” button, and what it takes out of the list.
- Filter tasksPriority, assignee, tags — and the active-filter counter.
- Sort tasksNewest, oldest, or by priority.
- The status tabsAll, To do, In progress, Done — and their counters.
- Create a listOne more list: its name, its description, who can reach it.
- Rename a listThe name the sidebar and the header show.
- Describe a listThe line shown under the list’s title.
- Change a list’s colourThe dot that tells it apart from the other lists.
- Change a list’s accessThe whole organization, or only the roles and members you name.
- Edit the statusesThe kanban columns and the list tabs, in your own order.
- Edit the prioritiesFrom least to most urgent — that order defines the sort.
- Manage tagsRenaming a tag updates it everywhere; deleting it removes it from everything.
- Delete a listWhat becomes of the list, and of its tasks.
Drive
Files, documents, tables, forms and sharing.
- Sharing a document outside the organizationThe public link: what it exposes, who can open it, and how to revoke it.3 min
- The Drive’s three spacesMy Drive, the organization’s, and what is shared with you.
- Create a folderTidy up without leaving the current view.
- Upload a fileDrop a file in, and watch it go up.
- Create a documentThe full-screen editor, saving as you type.
- Create a tableTyped columns: text, number, date, checkbox, choice, link.
- Fill in a tableEnter, correct and sort a table’s rows.
- Create a formA public form that writes into a table.
- Move an itemDrag a file or a folder into another folder.
- Rename an itemChange the name of a file, a folder or a table.
- Share an itemViewer or editor, person by person or for the whole organization.
- Publish a public linkAn address you can hand out, revocable at any time.
- Pin an itemKeep it at the top, for yourself or for the whole organization.
- Search the DriveSearch a space, a folder, or the bin.
- Bin and restoreFind a deleted item again, or purge it for good.
- See the storage usedWhat the organization weighs, and who is taking the room.
Calendar
Events, calendars, sprints, sync and public holidays.
- The calendar’s four viewsMonth, week, three days, day — and what each one is for.
- Create an eventDrag across a time range to create it right there.
- Edit an eventTitle, colour, time range, description.
- An all-day eventAll-day entries, and events that span several days.
- Manage calendarsSeveral calendars, their colours, and who sees them.
- Share a calendarOpen a calendar to a role or to named members.
- Sync a calendarConnect an external calendar, and what shows up.
- See your tasks in the calendarTo-Do due dates, laid onto the right days.
- Create a sprintA period, a set of tasks, and what is left of it.
- Show public holidaysThe holiday calendar for the country you choose.
Conversations
Messages, threads, calls, screen sharing and meetings.
- Start a conversationA direct thread with a colleague.
- Create a groupSeveral people, one thread, and its settings.
- Send a messageWrite, reply, and see who is typing.
- Reply to a messageQuote one specific message in the thread.
- React to a messageOne reaction, without writing a line.
- Attach a fileFrom your computer, or straight from the Drive.
- Forward a messageSend it on to another thread.
- Start a callAudio or video, one to one or as a group.
- Share your screenShow a window during a call.
- Schedule a meetingA planned meeting, and its public link.
- Sort conversations into categoriesCategories to keep the threads in order.
- Mute a threadStop being notified, without leaving the conversation.
Documentation
Manuals, pages, page trees, publishing and access.
- Create a documentationOne more manual, with its name and its description.
- Create a pageA page in the tree, up to three levels deep.
- Write a pageThe editor, and the saving that follows along.
- Reorder the pagesDrag a page to move it inside the tree.
- Give a page an iconThe visual marker in the table of contents.
- Publish a documentationA public address, and exactly what it exposes.
- Set the published site’s themeEight colours govern the whole site.
- Manage a documentation’s accessWho reads, who writes, documentation by documentation.
- Write togetherSee who is reading and who is writing on the same page.
- Search the documentationFind a page by its title or its content.
Cron
Schedules, HTTP requests, logs and retry on failure.
- Create a scheduled taskAn HTTP request, a schedule, and off it goes.
- Set the scheduleEvery five minutes, or the first of the month at 8:00.
- Configure the requestMethod, headers, JSON body.
- Run a task by handTrigger a run without waiting for the hour.
- Read the logsStatus, duration, response — run by run.
- Pause a taskSuspend it without deleting it.
- Retry on failureWhat happens when a run fails.
Server monitor
Agents, metrics, processes, terminal and plugins.
- Register a machineA key to copy, and the server starts talking.
- Install the agentThree commands, and the first metrics come in.
- Read the metricsCPU, RAM, disk, network — as tiles and as curves.
- Follow the processesThe PM2 list, its logs, and restarting.
- Open a terminalA session on the machine, from the browser.
- A silent machineWhat Eos shows when a server goes quiet.
- Manage the pluginsWhat else the agent measures, and what it costs.
Neos
The assistant that acts — after your approval, never before.
- Talking to NeosWhere to find it, what it can do, and why it always asks before writing anything.4 min
- Tokens and the weekly allowanceWhat a token is, what consumes them, how to follow your usage and what to do when the allowance runs out.3 min
- Open the Neos panelAvailable on every page of the organization.
- Ask for an actionCreate a task, find it again, go to it — in one sentence.
- Approve an actionThe confirmation card: nothing runs without your say-so.
- Reword an actionCorrect the proposal before it goes out.
- Refuse an actionCancel what Neos proposes, with no side effects.
- Neos follows the context“Open it” is enough: it remembers what you are talking about.
- Resize the panelThe panel pushes the content aside instead of covering it.
Billing
Plans, subscriptions, invoices, limits and cancellation.
- Plans, limits and going overWhat is free, what is paid, what is counted — and exactly what happens when an organization goes past its plan.4 min
- Invoices and payment methodsWhere to find your invoices, how to change card, and who actually handles your card details.2 min
- Cancel a subscriptionCancelling takes one click, applies at the end of the period you have paid for, and deletes no data.2 min
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