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Read Assignments

Push critical content directly to your team with the ability to assign playbooks and cards for reading, ensuring the right people have seen and read what they need to.

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Quick and Easy Assignment Setup

Assign from the Playbook or Card Level

Use the “Share” button to assign content from either a playbook or a card. Add notes and set a due date for clarity.

Notify with Ease

Team members receive notifications via email and their Whale dashboard, ensuring timely and organized completion.

Assignments for Effective Training

Automate Onboarding with Assignments

Automatically assign relevant content during onboarding training flows to ensure new hires receive essential information at the right time.

Track Progress on Assignments

Easily monitor team progress in the Analytics section to ensure everyone completes their assigned reading on time.

Quick Guide: Using Whale’s Read Assignments

Learn how to create read assignments in Whale to ensure your team stays updated on important content, track progress, and confirm that key information is understood.

Other features

Version History

Easily manage and compare different versions of your cards to ensure content stays up-to-date and accurate.

Step Recorder

Quickly record step-by-step processes and automatically generate screenshots to create accurate and easy-to-follow documentation.

QR Codes

Generate QR codes for your Whale playbooks or cards, making process documentation accessible on the go with just a scan.

Onboard, train and elevate your team
with Whale

Whale is AI-powered software for documenting processes and training.

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