Creating Sheets
Learn about Creating Sheets in WaymakerOS.
Set up a new spreadsheet with the right columns, types, and structure from the start.
Creating a new sheet
From the Explorer
- Press Cmd+1 to open the Explorer module
- Expand your workspace and project
- Click the + button next to the project name
- Select Sheet
- Name your sheet and press Enter
From the Tools module
- Press Cmd+4 to open the Tools module
- Click Sheets in the filter list
- Click New Sheet
- Choose the workspace and project
- Name your sheet
Setting up columns
When you create a new sheet, you start with a blank grid. The first step is defining your columns.
Adding columns
Click the + button at the end of the column headers to add a new column. Give it a name and select a column type:
- Text — free-form text entry
- Number — numeric values with optional decimal places
- Currency — numbers formatted with a currency symbol (USD, EUR, GBP, AUD, etc.)
- Date — date picker for consistent date formatting
- Select — dropdown with options you define
- Checkbox — simple true/false toggle
Configuring column settings
Click a column header to open column settings:
- Rename — change the column name
- Type — change the column type (existing data will be converted where possible)
- Width — resize the column
- Default value — set a value that pre-fills new rows
- Required — mark whether the column must have a value
- Sort — sort ascending or descending by this column
Reordering columns
Drag a column header left or right to reorder columns. The data moves with the column.
Working with rows
Adding rows
- Click the + button at the bottom of the sheet to add a new row
- Press Tab from the last cell of the last row to create a new row automatically
- Right-click a row number and select Insert Row Above or Insert Row Below
Deleting rows
Right-click a row number and select Delete Row. To delete multiple rows, select them by clicking row numbers (hold Shift for a range), then right-click and delete.
Row height
Drag the border between row numbers to resize. Double-click the border to auto-fit based on content.
Entering data
Click any cell to start typing. Press Tab to move to the next cell, or Enter to move down. Use arrow keys to navigate.
Paste from other spreadsheets
Copy cells from Excel or Google Sheets and paste directly into Waymaker Sheets. Column types will be matched where possible.
Cell editing shortcuts
| Action | Shortcut |
|---|---|
| Edit cell | F2 or double-click |
| Confirm edit | Enter |
| Cancel edit | Escape |
| Move right | Tab |
| Move down | Enter |
| Select range | Shift + Arrow keys |
| Select all | Cmd+A |
| Copy | Cmd+C |
| Paste | Cmd+V |
| Undo | Cmd+Z |
| Redo | Cmd+Shift+Z |
Next steps
- Formulas & Functions — add calculations to your sheet
- Data Visualization — create charts from your data
- Import & Export — bring existing data into your sheet