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

AI-Generated Quizzes

Generate quizzes in seconds using AI, transforming content into engaging assessments for process training and knowledge validation.

Export

Simplify sharing and analyzing data by exporting your Whale content and insights into PDF or CSV formats with just a few clicks.

Contextual Suggestions

Provide relevant, in-the-moment suggestions directly in your team’s browser, keeping knowledge accessible without disrupting workflows.

Elevate your team with better process & SOP documentation

Whale is the #1 AI SOP platform for teams to document, share and manage their standard operating procedures.

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