Add your steps one at a time and offer a description for clarity sake.
Offer the option to add comments or other inputs for each step.
Assign checklists to an individual or a team, in the office or on the go.
Monitor when and who completed which tasks in the insights report.
Copy the checklist into Whale and work through it step by step. Every item can carry its own description, so whoever runs it knows exactly what the step means and what done looks like.
Yes. Add your own steps one at a time, write a description for each, and add an input field wherever you need someone to leave a comment or record a result.
Yes. Assign it to one person or a whole team, in the office or on the go, then monitor when and who completed which tasks in the insights report.
The template is free to use. Whale adds the training flows, onboarding, automated workflows and reporting on top for when a checklist becomes part of how the team works.
Build the onboarding path once. Assign it to every new hire.
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See what your team uses, what they skip, and who needs help