When your workspace grows, it’s easy to lose track of where everything lives. Tags help you cut through the clutter by giving a quick, visual way to identify the content of your playbooks and cards.
They make searching faster, improve discoverability, and help you group related content — even if it lives in different libraries or boards.
📌 Highlight topics at a glance
🔍 Filter search results for faster access
🗂️ Group related content across boards and libraries
🎨 Color-code topics for visual clarity
🛠️ Creating Tags at the Admin Level
Admins can manage tags from a central location:
Go to Workspace Settings → Tags
See an overview of all existing tags (color, usage count, creator, creation date)
Click Add Tag
Give your tag a name and choose a color
Save — the new tag is now available to use across the workspace
✏️ Adding Tags to a Playbook or Card
Admins and writers can also create and apply tags when editing content:
Open the settings of the playbook or card
Start typing the tag name
If it doesn’t exist yet, choose Add tag from the prompt
The new tag will be created and added to your content
All tags can be edited later in Workspace Settings
🔍 Searching by Tags
Tags make finding content lightning fast:
Click the magnifying glass in the top-right corner of Whale
In the bottom-left panel, select one or more tags to filter by
Your search results will now only show matching content — e.g., only SOPs, or all LinkedIn-related playbooks and cards
Example Use Case
Tag: Onboarding – applied to all new-hire procedures across different departments
Tag: LinkedIn – applied to marketing guidelines, outreach scripts, and brand voice documents
Tag: SOP – applied to all standard operating procedures for quick filtering
By tagging consistently, you’ll make your Whale workspace easier to navigate — helping your team find the right information, faster.
👉 Start tagging your most important content today and watch search become effortless.