Org chart, departments, process preferences, and scenarios

See reporting relationships in an interactive org chart, organize departments in People, and choose how published processes and drafts open. Explore and edit your org chart Open People to see positions and reporting lines, including vacancies and positions that need a manager. Search and filter the chart, open position details, or switch to Table or Grid. Employees and teams also have Cards views. Add or import positions, employees, and teams from the Add menu on each People tab. People who can manage positions can turn on Edit, drag positions to a new manager, or add a position beneath an existing manager. Positions can inherit their manager's department or keep an explicit department assignment. Learn more: Explore and edit your org chart, update employee records, and import people from CSV. Organize departments in People Departments now live under People → Departments, with Hierarchy, Table, and Grid views. Move departments within the hierarchy, assign positions that need a department, and give each department an overview and an icon. Learn more: Organize your department hierarchy and update departments. Find your profile and settings in the sidebar Your profile menu is now at the bottom of the left sidebar, and the Account settings icon sits near the bottom of the expanded sidebar. Folder shortcuts are no longer shown in the sidebar; browse Folders to open a collection. When filter pills don't fit above a list, open More to see the rest. Learn more: Navigate Klarify and find your documents. Choose how process models open In your account settings, under Me → Preferences, choose Model or List independently for published process models and drafts. Choices save automatically for your account in the current organization. Published processes still open in List on small screens and when viewed without signing in. Learn more: Choose how process models open. Read glossary definitions from integrations Give an integration the Read glossary terms and definitions scope to list terms, retrieve one by ID, or look up a term or alternate name. Search and filter by modification time to keep definitions in step with Klarify. These requests are read-only and do not need an acting user or content-editing access. Learn more: Read glossary terms. Review saved scenarios as processes change Open Scenarios directly from the process header. Saved scenarios affected by model changes remain available in the draft for review, with warnings on the affected scenarios and on the Scenarios tab. Published views show only scenarios that don't need review. Learn more: Follow and save process scenarios. Keep task edits with the right task Instruction text and step descriptions stay with the task you edited when you quickly switch tasks. Klarify also sends pending edits when you leave the document. Learn more: Write task instructions. Work with more reliable modeling and navigation Phase resizing keeps neighboring phases together, and, where it can be done safely, existing gaps or overlaps between phases are repaired in current drafts and published processes. Resizing a lane while colleagues edit no longer overwrites their lane sizes, and element labels stay in the right place. Keyboard and clipboard commands no longer reach the diagram while Add linked pool is open. Cancelled folder drags restore the row, and completed reorders remain saved after concurrent changes. On most screen sizes, the Folders page now hides the information panel so it no longer covers folder columns; very wide screens still show it beside the content. Search can still return results when one search service is unavailable. Links to a version you can't see open the current document with a Version unavailable notice. The delete dialog stays open until a deletion finishes, and single-task publishing is no longer offered in a document that has never been published. Learn more: Use the process model editor and find your documents.