Feature

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.

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.

A screen showing a "Share card" for "Expenses". Users can be assigned or invited via email, QR code, or PDF. User roles include Leadership Member, Field Manager, and more. Options for copying links and exporting make it ideal for onboarding new employees and integrating into SOPs seamlessly.
Assignments anayltics on Whale for a process scorecard

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

Comments

Enhance Collaboration and Process Improvement with Whale's Comments Feature

Public Share

Any documentation you build in Whale can be turned into a public web page with one click

Rich Media Editor

Create and Edit Training Content Easily with Whale's Rich Media Editor: A Fast, Flexible Tool for Documenting Your Procedures

Onboard, train and elevate your team with Whale​

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