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.

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

Experts & Reviews Cycles

Assign experts to manage specific playbooks and set automated review cycles, ensuring your documentation stays current and accurate.

Comments

Enhance Collaboration and Process Improvement with Whale's Comments Feature

Checklist

Create easy-to-follow checklists that guide your employees step-by-step through tasks.

Onboard, train and elevate your team with Whale

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

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