Documents & Links
Documents & Links is your team's shared list of links to important resources -- Google Docs, Notion pages, Confluence articles, shared drives, dashboards, or any other web page. Instead of hunting through email or chat, everyone finds the key resources in one place within EOS Hub.
EOS Hub stores links only; it does not upload or host files. Keep the files where they already live (for example Google Drive or SharePoint) and add a link to them here.
Adding a Link
- Navigate to Documents in the sidebar.
- Click Add Link.
- Enter a Name (up to 200 characters).
- Enter the Link URL -- an
http://orhttps://address. - Click Create.
TIP
Use descriptive names. "Q1 Sales Report" is more useful than "Google Sheet Link".
The List
Links are shown as cards, newest first. Each card shows:
- Name -- The display name you entered
- Added by -- The person who added the link
- Date added -- When it was added
Click the open icon on a card to open the link in a new browser tab.
Deleting a Link
Team Admins and Owners see a delete icon on each card. Click it and confirm to remove the link from the list. A link cannot be edited -- to change it, delete it and add it again.
Typical Use Cases
- Quarterly planning materials -- Agendas, pre-work documents, and planning session outputs.
- Process documentation -- SOPs, checklists, and process flowcharts referenced by the team.
- Reporting templates -- Standard formats for weekly, monthly, or quarterly reporting.
- V/TO supplements -- Detailed marketing strategies, proven process descriptions, or strategic plans that expand on V/TO sections.
- External tool links -- Quick access to frequently used tools like CRM, project management, analytics dashboards.
Permissions
| Action | OWNER | ADMIN | MEMBER | VIEWER |
|---|---|---|---|---|
| View and open links | Yes | Yes | Yes | Yes |
| Add links | Yes | Yes | Yes | No |
| Delete links | Yes | Yes | No | No |
Links can also be added and deleted through the REST API.
Related Pages
- Six Key Components -- The Process component
- V/TO -- Strategic documents often supplement the V/TO
- Organization Settings & Platform -- Manage the organization and its teams