Introduction to Sheets

Build spreadsheets inside your Waymaker workspace. Sheets give you formulas, formatting, and real-time collaboration — connected to your tasks, documents, and goals.

What are Sheets?

Sheets in Waymaker Commander are collaborative spreadsheets designed for teams. Use them for financial models, resource plans, pricing tables, data tracking, or any structured data your team works with.

Unlike standalone spreadsheet tools, Waymaker Sheets live inside your workspace. They're connected to your projects, searchable alongside your other work, and shared through the same permission system.

Common use cases

• Financial models — revenue projections, budgets, cash flow
• Resource planning — team allocation, capacity tracking
• Pricing tables — product tiers, feature comparisons
• Data tracking — KPI dashboards, metric logs
• Project estimates — effort, cost, and timeline calculations
• Inventory and lists — stock levels, supplier tracking, contact lists

Key features

Formulas and calculations

Sheets support a full formula engine with common functions:

• Math — SUM, AVERAGE, MIN, MAX, COUNT, ROUND
• Logic — IF, AND, OR, NOT
• Text — CONCAT, LEFT, RIGHT, MID, TRIM, UPPER, LOWER
• Lookup — VLOOKUP, HLOOKUP, INDEX, MATCH
• Date — TODAY, NOW, DATEADD, DATEDIFF

Type = in any cell to start a formula. Cell references work the same as other spreadsheet tools (e.g., =SUM(A1:A10)).

Cell formatting

Format cells to display data clearly:

• Number formats — currency, percentage, decimal places
• Text formatting — bold, italic, font size, colour
• Cell styling — background colour, borders, alignment
• Conditional formatting — highlight cells based on rules (e.g., red if negative)

Column types

Each column can be assigned a type to constrain and format data:

• Text — free-form text
• Number — integers and decimals
• Currency — formatted with currency symbol
• Date — date picker for consistent date entry
• Select — dropdown with predefined options
• Checkbox — true/false toggle

Real-time collaboration

Multiple people can edit the same sheet simultaneously. Changes appear instantly for all collaborators — no save button, no conflicts.

Freeze panes

Freeze header rows or columns so they stay visible as you scroll through large datasets. Right-click a row or column header and select Freeze.

Sheets vs other spreadsheet tools

	Waymaker Sheets	Google Sheets	Excel
Lives in your workspace	Yes — alongside tasks and docs	Separate app	Desktop or separate app
Real-time collaboration	Yes	Yes	Limited (desktop)
Formula engine	Core functions	Full	Full
Import/Export	CSV, Excel	CSV, Excel, PDF	Native
Connected to tasks/goals	Yes	No	No
Permission model	Workspace permissions	Separate sharing	Separate sharing

Getting started

1. Open any workspace in Commander
2. In the Explorer sidebar (Cmd+1), expand a project
3. Click + and select Sheet
4. Name your sheet and start entering data

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

Next steps

• Creating Sheets — set up columns, rows, and structure
• Formulas & Functions — calculate and transform data
• Data Visualization — create charts from your data
• Sharing & Permissions — control who can view and edit
• Import & Export — bring data in and out