How do I assign playbooks and cards? : Whale Knowledge Base

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ⱱ Essentials *(retired)
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User roles	✗ Reader	ⱱ Writer	ⱱ Admin

Why?

When content is created you want to shout it from the roofs. Or you can also assign cards and playbooks to your colleagues so they can run through that content. You can set a due date or leave this open and let users consume the content at their own pace.

It's these assignments that push content to your colleagues and writers and admins so they can follow up on the progress in the Whale analytics tab.

How?

When you have created content in Whale that needs to be read and/or checked by a specific team or individual, use "Send read assignment" Playbook or Card.

Assign Playbook

Click the three-dotted menu on the right hand side of the Playbook title to Send a read assignment.

Select the individual or group you want the playbook to be assigned to and write a note. You can even add and set a due date.

Pro Tip for Admins: When choosing your audience to send the assignemt to and you can't find someone, you can now add them straight away with their email address instead of having to go to the user management tab first!

By pressing 'send,' the user(s) will be notified of the assignment through email and in their personal dashboard.

Assign a Card

On Card level, you can find 'Share' on the right side of the screen.

In the drop-down, there are several options, click on send read assignment and select the individual or group you want the card to be assigned to and write a note. You can also set a due date. Press send, and an email notification will be sent, and the users will see the assignment in their personal dashboard.