Feature

Checklist

Create easy-to-follow checklists that guide your employees step-by-step through tasks.

Create checklists with ease

Add and describe

Add your steps one at a time and offer a description for clarity sake

Add an input field

Offer the option to add comments or other inputs for each step

Assign to your team and track

Assign

Assign checklists to an individual or a team and in the office or on the go.

Track completion

Monitor when and who completed which tasks in the insights report.

Other features

Video Screen Recorder

Easily record and embed video walkthroughs directly within your Whale cards to simplify process documentation and training.

AI Insights

Leverage AI to gain instant insights on team performance, helping you monitor assignments and track progress effortlessly.

Contextual Suggestions

Provide relevant, in-the-moment suggestions directly in your team’s browser, keeping knowledge accessible without disrupting workflows.

Elevate your team with better process & SOP documentation

Whale is the #1 AI SOP platform for teams to document, share and manage their standard operating procedures.