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

Web Extension

Seamlessly bring Whale’s process documentation and training resources to your fingertips, right within your browser.

Tag Management

Efficiently manage and categorize your playbooks and cards by adding tags, making content easy to find and filter.

Training Flows

Easily automate onboarding, knowledge sharing, and training with customized flows that deliver content in a specific order for efficient learning.

Onboard, train and elevate your team
with Whale

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