6.4. Edit Project, Phase, and Task Details Including Comments and @Mentions

This section outlines how to modify existing projects, their phases, and individual tasks.

Editing a Project

From the main Projects list, click the three dots menu next to a project and select Edit. A drawer will open where you can modify the following details:

• Project Name.
• Status: Change the current stage of the project (e.g., "Initiating Spell," "Closed").
• Client and Contact.
• Project Manager.
• Budgeted Hours.
• Tags: Add or remove project tags (e.g., "Urgent").
• Start Date and End Date.
• Click Save Changes to apply the updates.

Editing a Phase

From the Project's detailed view, click the pencil icon next to a phase name.

• Update the Phase Name, Description, and Start/End Dates.
• Click Save.

Editing a Task

From the Project's Kanban board, click on a task card to open the detailed "Edit Task" dialog. You can modify the following elements:

• Core Details: Modify the task name, description, estimated/actual hours, due date, task type, and priority.
• Assigned To (Primary Agent): Sets the user responsible for the task. When you assign a team using the team field, the team's lead automatically becomes the primary agent, replacing any previous assignment. If you later remove the team using the Remove All option, the primary agent slot is also cleared since the lead was filling it. Removing a team with Keep All or Selective leaves the primary agent unchanged.
• Additional Agents: Add one or more supporting users to the task alongside the primary agent. When you select a team in the Additional Agents section, all team members — including the lead — are added as additional agents without changing the primary agent.
• Checklist: Add, remove, or edit checklist items to break down the task into smaller sub-components.
• Dependencies: Click Add Dependency to link the task to other related tasks by type (e.g., "Blocked by," "Related to").
• Associated Tickets: Click Link Ticket to search for and associate an existing ticket with the task.
• Attachments:
  • New: Create a new rich text document to directly associate with the task.
  • Upload: Upload new files directly to the task.
  • Link: Associate documents already in AlgaPSA with the task.
• Comments (Internal Only):
  1. Navigate to the Comments section.
  2. Type a comment and click Add Comment.
  3. Tag Teammates: To alert a teammate, type the @ symbol, and select the user from the dropdown list. The tagged user will receive a notification.
• Click Update to save all changes to the task.