You can manage Collaborator(s) in a Step through the Step Properties dialog.
Open Step Properties dialog
There are two ways to open the Step Properties dialog:
a. Click a Step box.
b. Click [>] button on a Step box and then [Modify Step] option.
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Assign Collaborator to a Step
Add new Collaborator
1. Open Step Properties dialog.
2. Type Collaborator’s e-mail address.
3. Click [Add] button.
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Add existing Collaborator in a Project
1. Open the Step Properties dialog.
2. Under [Collaborators] section, click the Collaborator that you want to add.
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Assigning a Collaborator to a Step also creates a corresponding Task.
Edit Collaborator’s Task Role in a Step
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Available only in Edit Step.
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Task Roles in other Steps are fixed.
1. Open the Step Properties dialog.
2. Click the Task Role dropdown to other Task Roles.
3. Click the new Task Role.
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Remove Collaborator from a Step
1. Open the Step Properties dialog.
2. Under [Assigned Collaborator] section, click the Collaborator you want to remove.
Preview
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Removing a Collaborator from a Step also removes the corresponding Task.
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Removing a Collaborator from a Step does not remove the Collaborator from a Project.