Documents

Introduction to Documents

Learn about Introduction to Documents in WaymakerOS.

Rich TextCollaboration

Create, edit, and collaborate on rich text documents directly inside your Waymaker workspace. Documents live alongside your tasks, sheets, and goals — so your team's writing stays connected to the work it supports.

What are Documents?

Documents in Waymaker Commander are a full rich text editor built for teams. Think of them as your workspace's writing surface — strategy docs, meeting notes, project briefs, SOPs, API documentation, or anything else your team needs to write and share.

Unlike standalone tools like Google Docs or Notion, Waymaker Documents live inside your workspace. They're connected to your projects, searchable alongside your tasks, and governed by the same permissions as everything else in your organisation.

What you can create

  • Strategy documents — business plans, roadmaps, competitive analyses
  • Meeting notes — agendas, decisions, action items
  • Project briefs — requirements, specifications, acceptance criteria
  • Standard operating procedures — step-by-step guides for repeatable work
  • Knowledge base articles — internal documentation for your team
  • Client-facing documents — proposals, reports, presentations

Key features

Rich text editing

The editor supports everything you'd expect from a modern writing tool:

  • Formatting — bold, italic, underline, strikethrough, code
  • Structure — headings (H1–H6), bullet lists, numbered lists, blockquotes
  • Code blocks — syntax-highlighted code with language selection
  • Tables — create and edit tables inline
  • Images and media — embed images directly in the document
  • Links — add hyperlinks to any text

Real-time collaboration

Multiple people can edit the same document simultaneously. You'll see each collaborator's cursor and changes appear in real time — no saving, no conflicts, no "someone else is editing this file" warnings.

Waymaker uses CRDT (Conflict-free Replicated Data Type) technology to ensure that everyone's changes merge cleanly, even if two people edit the same paragraph at the same time.

@mentions

Type @ anywhere in a document to mention:

  • People — notify a team member and link to their profile
  • Tasks — reference a specific task from any taskboard
  • Projects — link to a project
  • Roles — reference a role in your org chart
  • Documents — cross-reference another document
  • Dates — insert a formatted date reference
  • URLs — create a rich link preview

Mentioned people receive a notification, keeping everyone in the loop without leaving the document.

Document settings

Every document has a settings sidebar where you can:

  • Set permissions — control who can view and edit
  • Manage sharing — create public links for external access
  • View comments — threaded discussions on the document
  • Track activity — see who made changes and when
  • Check version history — restore previous versions

Documents vs other writing tools

Waymaker DocumentsGoogle DocsNotion
Lives in your workspaceYes — alongside tasks, goals, sheetsSeparate appSeparate app
Real-time collaborationYes (CRDT)YesYes
@mentions to tasks/goalsYes — cross-reference any workspace entityNoLimited
Permission modelInherits workspace permissionsSeparate sharingSeparate sharing
Offline editingComing soonYesYes
SearchUnified with all workspace contentSeparate searchSeparate search

Getting started

  1. Open any workspace in Commander
  2. In the Explorer sidebar (Cmd+1), expand a project
  3. Click New Document (or use the + menu)
  4. Start typing — your document auto-saves

Or use the Tools module (Cmd+4) to browse and create documents across all workspaces.

Next steps