Waymaker
Documents

Document Templates

Learn about Document Templates in WaymakerOS.

TemplatesProductivity

Start from a template instead of a blank page. Templates give you a pre-built structure so you can focus on the content, not the formatting.

Using a template

  1. Create a new document (from Explorer or Tools module)
  2. In the new document view, click Start from Template
  3. Browse or search the available templates
  4. Click a template to preview it
  5. Click Use Template to create a document pre-filled with the template content

The template content is copied into your new document. You can edit everything — the template is a starting point, not a constraint.

Available templates

Waymaker includes templates for common business documents:

Strategy & planning

  • Business Plan — executive summary, market analysis, financial projections
  • Project Brief — objectives, scope, timeline, stakeholders
  • Competitive Analysis — competitor grid, strengths/weaknesses, positioning
  • Quarterly Review — KPI summary, achievements, next quarter goals

Operations

  • Standard Operating Procedure — step-by-step process documentation
  • Runbook — incident response and troubleshooting procedures
  • Onboarding Guide — new team member setup and orientation
  • Meeting Agenda — structured agenda with time allocations

Product & engineering

  • Product Requirements Document — user stories, acceptance criteria, technical requirements
  • Technical Design Document — architecture, data models, API contracts
  • Release Notes — version, changes, known issues, upgrade steps
  • Bug Report — reproduction steps, expected vs actual, environment details

Client-facing

  • Proposal — company overview, approach, timeline, pricing
  • Report — executive summary, findings, recommendations
  • Case Study — challenge, solution, results

Creating your own templates

Any document can become a template:

  1. Create a document with your desired structure and formatting
  2. Open the document settings sidebar
  3. Click Save as Template
  4. Give it a name and description
  5. Choose whether it's available to your entire organisation or just your workspace

Your custom templates appear alongside the built-in ones when anyone in your organisation creates a new document.

Editing templates

To update a template you've created:

  1. Go to Tools (Cmd+4) > Documents
  2. Filter by Templates
  3. Open the template
  4. Edit the content
  5. Changes apply to the template — existing documents created from it are not affected

Next steps