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Publish process models

This guide shows you how to publish process models in Klarify.

Publishing makes your process models available to viewers in your organization. You can control who can access the published content and track versions over time.

Publish a first version

Prerequisites

  • You have the required permissions (see above)
  • A process model exists as a first draft (Create process models)

Open the process model you want to publish and click Publish in the top right corner.

Step 1: Enter process details

  1. Review the Name field and update if needed.
  2. Select a Process Owner (required). Search by member name or email.

All subprocesses and tasks without an assigned owner will inherit the process owner.

Once a process owner is selected, the step wizard appears.

Step 2: Set access level

  1. In the Who can access? step, select one of:
    • Private — Only owners, performers, and collaborators can view.
    • My Organization — All employees on Klarify can view.
    • Public — Anyone on the internet with the link can view anonymously.

Step 3: Select task instructions

  1. In the Select Task Instruction step, review the list of embedded task instructions.
  2. Select which task instructions to include in this release.
  3. For each selected task, assign a task owner or choose Inherit owner from parent to use the process owner.

If no task instructions were created, this step shows “No task instructions were created.”

Step 4: Add release notes

  1. Click Add release notes to expand the section.
  2. Enter detailed release notes describing the changes.

Release notes are required when publishing a first version (V1.0).

Step 5: Publish

  1. Click Publish to make the process model available.

Publish new process model version

When you update a published process model, you can choose whether to publish a minor or major version.

Prerequisites

  • A process model is already published
  • You have made changes to the subsequent draft

Open the process model and click Publish in the top right corner.

Step 1: Enter process details

  1. Review the Name and Process Owner fields.

Once a process owner is selected, the step wizard appears.

Step 2: Select version type

  1. In the Select version step, choose:
    • Minor version — Documentation updated, but the process remains unchanged. Version increments like V1.3 → V1.4.
    • Major version — Process changed or improved. Version increments like V1.3 → V2.0.

The modal shows the current version and the new version number based on your selection.

Step 3: Select task instructions

  1. In the Select Task Instruction step, review the list of modified embedded task instructions.
  2. Select which task instructions to include in this release.
  3. For each selected task, assign a task owner or choose Inherit owner from parent to use the process owner.

If no task instructions were modified, this step shows “No task instructions were modified.”

Step 4: Add release notes

  1. Click Add release notes to describe what changed.
  2. Release notes are required for major versions and optional for minor versions.

Step 5: Publish

  1. Click Publish to release the new version.