Manage Collaborator in a Step

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.

Assign Collaborator to a Step

Add new Collaborator

1. Open Step Properties dialog.

2. Type Collaborator’s e-mail address.

3. Click [Add] button.

Add existing Collaborator in a Project

1. Open the Step Properties dialog.

2. Under [Collaborators] section, click the Collaborator that you want to add.

Edit Collaborator’s Task Role in a Step

1. Open the Step Properties dialog.

2. Click the Task Role dropdown to other Task Roles.

3. Click the new Task Role.

Remove Collaborator from a Step

1. Open the Step Properties dialog.

2. Under [Assigned Collaborator] section, click the Collaborator you want to remove.