Waymaker
Documents

Create a New Document

Learn about Create a New Document in WaymakerOS.

Getting StartedEditor

Create documents from anywhere in Commander — the Explorer sidebar, the Tools module, or even from inside a task. This guide covers every way to create and start editing.

Creating from the Explorer

The fastest way to create a document:

  1. Press Cmd+1 to open the Explorer module
  2. Expand your workspace and project
  3. Click the + button next to the project name
  4. Select Document
  5. Give it a name and press Enter

Your new document opens immediately in the editor. Start typing — everything auto-saves.

Creating from the Tools module

To create a document outside a specific project:

  1. Press Cmd+4 to open the Tools module
  2. Click Documents in the filter list
  3. Click New Document at the top
  4. Choose the workspace and project
  5. Name your document and start writing

The editor

Formatting toolbar

The toolbar appears at the top of the editor with quick access to:

  • Text style — paragraph, heading 1–6
  • Bold (Cmd+B), Italic (Cmd+I), Underline (Cmd+U)
  • Strikethrough, Code (inline)
  • Bullet list, Numbered list
  • Blockquote
  • Code block — with language selector for syntax highlighting
  • Table — insert and edit tables
  • Image — upload or paste images
  • Link (Cmd+K) — add hyperlinks

Keyboard shortcuts

ActionShortcut
BoldCmd+B
ItalicCmd+I
UnderlineCmd+U
LinkCmd+K
UndoCmd+Z
RedoCmd+Shift+Z
Heading 1Cmd+Alt+1
Heading 2Cmd+Alt+2
Heading 3Cmd+Alt+3
Bullet listCmd+Shift+8
Numbered listCmd+Shift+7
Code blockCmd+Alt+C
BlockquoteCmd+Shift+B

Writing with markdown

You can also use markdown shortcuts as you type:

  • # at the start of a line → Heading 1
  • ## → Heading 2
  • - or * → Bullet list
  • 1. → Numbered list
  • > → Blockquote
  • ``` → Code block
  • **text** → Bold
  • *text* → Italic

Adding images

Paste an image from your clipboard directly into the editor, or click the image button in the toolbar to upload a file. Images are stored in your workspace and served from Waymaker's CDN.

Adding tables

Click the table button in the toolbar to insert a table. Once inserted, you can:

  • Add or remove rows and columns
  • Resize columns by dragging borders
  • Tab between cells
  • Apply formatting within cells

Using @mentions

Type @ anywhere in the document to open the mention picker. Search for people, tasks, projects, roles, or documents. Select one to insert a linked reference. Mentioned people receive notifications.

Auto-save

Documents save automatically as you type. There's no save button — your work is always preserved. The last saved timestamp appears in the document header.

If you lose connectivity, your changes are queued locally and sync when you reconnect.

Document status

Documents can be in one of three states:

  • Draft — work in progress, not yet shared
  • Published — visible to people with access
  • Archived — removed from active views but not deleted

Change status from the document settings sidebar.

Next steps