Feature

Manage

Tag Management

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

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Create and Manage Tags

Add Tags from Workspace Settings

Admins can create tags from workspace settings, giving you control over color, usage, and tracking.

Tag Creation in Playbooks and Cards

Add tags directly while creating or editing playbooks and cards for immediate categorization.

Filter and Search with Tags

Tag-Based Search

Use the search function to filter content by tags, narrowing down results to the most relevant playbooks or cards.

Improve Navigation

Easily locate content tied to specific topics or processes, enhancing efficiency across the platform.

Quick Guide: Using Whale’s Tag Management

See how Whale’s tag management feature helps you easily organize and categorize your training content, making it simple to find and manage the information your team needs.

Other features

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.

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.

Onboard, train and elevate your team
with Whale

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

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