ⱱ Forever Free




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ⱱ Writer

ⱱ Admin


Get familiar with our Freemium plan. It's free for all and forever which is great so now it's just a matter of understanding how to get the most out of Whale

Creating and uploading existing content, setting a logical structure, sharing knowledge, the possibilities are endless and we'll provide you with tips and tricks to get you up and running in no time!


Welcome to Whale! 

To set your structure you have to look at Whale from a tree perspective. You start at the top with a Board, that board contains Libraries, that have multiple Playbooks underneath it and the last level are your cards. So 4 levels in total.

Within our Freemium plan you can create one board and endless libraries, playbooks and cards underneath. 

Outlining a general company board that applies to everyone is a great start! Think of this as core processes. I.e. a company department. The further you drill down on the levels, the more in detail you go, finishing at Card level with the different steps of a process. 

Let's have this visualised with an example! 

  1. Our Board here focuses on the Human Resources department of an organisation.
    - i.e. If you are a construction company go for: Quality and Safety regulations
    - i.e. If you are a health care company go for: Medical Advice Empathy
    - i.e. If you are a financial company go for: Accounting Compliance
    - i.e. If you are a retail company go for: Production Operations
    - i.e. If you are a real estate company go for: Property Management
    - You see, the possibilities are endless.
  2. Underneath we find our Libraries
    - That's where you break up big chunks of content or your different processes within a department
  3. Playbooks are next
    - What is important to know from 
  4. List of Cards
    - Each playbook contains an amount of cards that can be seen as the different steps of a specific process within a team.

As a best practice, we suggest starting to create Boards with the assignees already in mind. I.e., thinking of the person or function means the board outline will flow more easily.

Tips for outlining the playbooks and  it's card content:

  1. A playbook contains the detailed processes of your role-specific information (i.e., different type of audits, reviews for different roles,...)

  2. As you drill down it's the cards that hold all information. Don't make them too long as you want those to be easy consumable and to be found quickly. (i.e., Objective of this audit, How to start an audit, How to log an audit, How to report an audit,...)

Still not 100% clear? 

You can have a look at our product tour: Whale Product Tour

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