Feature

Tag Management

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

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

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

PDF and Word Import

Effortlessly Import PDF and Word Documents into Editable Whale Cards

Video to SOP

With Whale’s Video to SOP feature, creating clear and engaging documentation has never been easier! Simply upload a video, and our AI will automatically transcribe the steps into a written guide

Org Chart

Easily map out your organization’s structure, helping teams improve communication, collaboration, and alignment across the board.

Onboard, train and elevate your team with Whale​

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