Whale Read Assignments

Any card, playbook, or guide in your Whale workspace. You can assign individual cards for a one-off policy update, a full playbook for a process change, or an entire training flow for onboarding. Assignments work on video cards, step recordings, checklists, and quizzes. Recipients see the assignment in their Whale inbox and get a reminder by email, Teams, or Slack.

Both. Assign to a single person, a list of people, a role like Sales or Support, or a custom user group. Group assignments expand automatically, so every current and future member of the group gets the assignment. This is how most teams handle role-based onboarding and company-wide policy updates without rebuilding the assignment each time someone new joins.

Every assignment tracks a completion event per recipient. The dashboard shows who has opened the assignment, who has finished it, and who has not started. For policy and compliance reads, you can require an acknowledgment click before the assignment is marked complete. For training flows, completion is gated by quiz passes. The record is kept per person and can be exported for audit evidence.

Yes. Every assignment takes a due date. Whale sends a reminder a few days before the due date and again on the day, through the channel the recipient prefers, email, Teams, Slack, or push. Overdue assignments show up in the manager’s dashboard and in a weekly digest. If a recipient leaves the company, the assignment closes automatically when the user is deactivated.

Yes. Many Whale customers run assignments as their compliance read-and-acknowledge workflow for safety procedures, HIPAA training, SOC 2 policies, and handbook updates. Require an acknowledgment click, and the system records the timestamp, the user, and the version of the content read. Export the report when an auditor asks. For regulated industries, pair assignments with quizzes to confirm retention alongside the read.

Trainual treats assignment as a training-only workflow. Whale uses the same assignment mechanism for policy reads, SOP updates, onboarding paths, and compliance acknowledgments, from a single knowledge base. A card you assign is the same card Alice, Whale’s AI assistant, answers questions from, the same card CoPilot surfaces inside other tools, and the same card your team searches later. Teams switching from Trainual usually cite lower cost per user, stronger AI, and a content model that works for day-to-day reference, not just onboarding.