Skip to content
Klarify Logo | Documentation Guides

Publish global tasks

This guide shows you how to publish a global task in Klarify.

A global task is a standalone task instruction that lives outside any process model. Publishing makes it available to viewers in your organization. You can control who can access the published content and track versions over time.

For embedded task instructions, see Publish embedded tasks.

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 position job title.

The Task Owner is a position, not an individual employee. The employee currently filling that position is accountable for the task.

Step 2: Set access level

  1. In the Who can access? step, select one of:
    • Private — Only the owner, performers, and collaborators can view. Performers include every employee in a position, team, department, or role listed as a task performer.
    • 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 global task available.

Publish a new 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. The Task Owner is a position; search by position job title.
  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.