Waymaker
Documents

Document Organization

Learn about Document Organization in WaymakerOS.

OrganizationFolders

As your team creates more documents, keeping them organized becomes essential. Use folders, projects, search, and status to find what you need fast.

Folder structure

Documents live inside projects, which live inside workspaces. This gives you a natural hierarchy:

Workspace: Marketing
├── Project: Q1 Campaign
│   ├── Campaign Brief
│   ├── Content Calendar
│   └── Performance Report
├── Project: Brand Guidelines
│   ├── Brand Voice Guide
│   └── Visual Identity Standards
└── Project: SEO
    ├── Keyword Research
    └── Content Strategy

Creating folders

Within a project, you can create additional folders to organize documents:

  1. In the Explorer sidebar, right-click a project
  2. Select New Folder
  3. Name the folder
  4. Drag documents into the folder, or create new documents inside it

Folders can be nested for deeper organization.

Finding documents

Press Cmd+K to open the command palette and search across all documents in your workspace. Search matches document titles and content.

Tools module

Press Cmd+4 to open the Tools module, then click Documents to see all documents across all workspaces. Use the filters:

  • Status — active, draft, archived
  • Owner — all, mine, shared with me
  • Workspace — filter by specific workspace
  • Date — created or modified date range
  • Sort — by name, date modified, date created

Explorer sidebar

Press Cmd+1 to browse documents by project in the Explorer sidebar. Documents appear under their project in the tree view.

Document status

Use status to manage the lifecycle of your documents:

  • Draft — work in progress, visible only to the author and explicit collaborators
  • Published — visible to everyone with workspace access
  • Archived — removed from active views, accessible through the Tools module with the archive filter

Change status from the document settings sidebar.

Best practices

Naming conventions

Use clear, descriptive names that help people find documents without opening them:

  • Good: "Q1 2026 Marketing Strategy", "API Authentication Guide", "Sprint 14 Retro Notes"
  • Avoid: "Notes", "Draft", "Untitled", "Document 1"

One topic per document

Keep each document focused on a single topic. If a document grows beyond what someone can read in one sitting, consider splitting it into multiple documents organized in a folder.

Archive instead of delete

When a document is no longer active, archive it rather than deleting. Archived documents remain searchable and can be restored if needed.

Use templates for repeating formats

If your team creates the same type of document regularly (meeting notes, sprint reviews, project briefs), create a template so everyone follows the same structure.

Next steps