Assign task performers
Task performers are the people expected to do the work described in a task instruction. You assign performers by referring to your organizational structure, not by picking individual employees — so the right people stay on the task as your org changes.
Choose performer entities
A task instruction can have multiple task performers. Each performer can be one of:
- Positions — every employee holding that position
- Teams — every member of the team
- Departments — every member of the department
- Roles — every position with that role
Every employee who belongs to a listed entity is considered a performer.
Assign performers from the editor
In the task instruction editor, click Assign task performers to add performer entities. See Write task instructions.
Assign to all positions
Choose Assign to all positions when a task should be available to everyone in your organization who holds a position.
See performers in document lists
The Documents page has a Task performers column showing the number of performer entries assigned to the task (for example, 2 performers, 1 performer, or None). Hover the count to see the entities — for example, Position: BPM Program Coordinator, Position: CEO. The column can be sorted and filtered.
Cleanup when entities are deleted
When a position, team, department, or role is deleted, Klarify automatically removes it from every task instruction that listed it as a performer. There is no manual cleanup step, and no notification is sent to the documents’ owners or collaborators.
Position deletions are slightly different: if the position currently owns any documents, you must pick a replacement position before the removal can complete. The removal modal also offers an optional toggle to transfer that position’s task performer assignments to the replacement — if you leave it unchecked, the position is simply removed from those tasks. See Remove positions for the full flow.