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.
Assigning a Collaborator to a Step also creates a corresponding Task.
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.