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Publish task instructions

This guide shows you how to publish task instructions in Klarify.

Publishing makes your task instructions 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

Open the global task you want to publish and click Publish in the top right corner.

Step 1: Enter task details

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

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: 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 4: Publish

  1. Click Publish to make the task instruction available.

Publish new global task version

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

Prerequisites

  • A global task is already published
  • You have made changes to the subsequent draft

Open the global task and click Publish in the top right corner.

Step 1: Select version type

  1. Review the Name and Task Owner fields.
  2. In the Select version section, 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 2: 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 3: Publish

  1. Click Publish to release the new version.

Publish embedded task instructions

Embedded task instructions can be published independently from the parent process model, as long as the task already exists in the published version of the process model. If you add a new task to the process model, you must publish the process model first before you can publish that task’s instructions independently.

Prerequisites

  • The parent process model has been published with the task visible in the process
  • You have made changes to the embedded task instruction
  1. Open the embedded task instruction you want to publish.
  2. Click Publish in the top right corner.
  3. Review the Task Name and assign a Task Owner (required).
  4. Optionally, click Add release notes to describe what changed.
  5. Click Publish.

You can also publish embedded task instructions as part of the parent process model’s publish flow. During the process model publish workflow, a Select Task Instructions step appears if any embedded task instructions were modified. From there, you can select which modified task instructions to include in the process model release.