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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.
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Read Assignments

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.

 

Other features

SOP & Process Templates

Leverage expert-built templates to create your SOPs and process documentation faster and more efficiently.
Learn about SOP & Process Templates

Branding

Tailor Whale’s appearance to match your company’s identity, ensuring consistency and a familiar look for your team.
Learn about Branding

Advanced Permissions

Easily manage who can view, create, and edit content within your boards and libraries, ensuring sensitive information is only accessible to the right people.
Learn about Advanced Permissions

Onboard, train and elevate your team
with Whale

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

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