Installing the AB Projects Teams App

Installing the AB Projects Teams App

AB Projects runs inside Microsoft Teams, so you manage tasks and collaborate without leaving your workspace. You can add it as a personal app for yourself and as a tab in a team channel for shared, project-wide work. Sign-in is automatic through your Microsoft 365 account (Microsoft SSO) — there is no separate AB Projects account or password to create.

What you get when you install

• Personal app — pinned to your Teams left rail, with four tabs: Home, Tasks, Projects, and Settings. This is your personal view of work across every project you belong to.
• Channel tab — added to a specific team channel and linked to one project, so everyone in that channel works from the same board.
• Bot — the app also includes a chat bot. In a personal chat it answers my tasks, tasks today, and help; in a team it answers team tasks, team members, tasks today, and help.

Install the app

1. Open Microsoft Teams.
2. Click Apps in the left menu.
3. Search for AB Projects.
4. Click Add to install it as a personal app, or use Add to a team to set it up in a channel.

The first time you open it, AB Projects signs you in with your Microsoft 365 identity automatically — no extra registration step.

Add AB Projects as a channel tab

1. Go to the team channel where you want the project.
2. Click the + (add a tab) button at the top of the channel.
3. Search for and select AB Projects.
4. On the setup screen, choose one of:
   • Create new project — the project name is pre-filled from the channel name (you can change it). Pick a project type (General, Development, Marketing, Sales, Support, or Design); the type seeds a sensible starting set of task statuses, types, and environments, which you can adjust later in project settings.
   • Link existing project — choose one of your projects from the list. Only projects you own or admin that are not already linked to another channel appear here.
5. Save. The channel is linked, a welcome card is posted to the channel, and everyone in the channel can use the project from the tab.

Important notes

• A project links to exactly one Teams channel at a time. A project that is already linked elsewhere won't appear in the "link existing" list — unlink it from its current channel first (from that channel's tab setup, or in project settings).
• If no projects are available to link, it usually means your projects are already linked to a channel, or you don't have owner/admin access to any — create a new project instead.
• Removing the AB Projects tab from a channel automatically unlinks that channel from the project. The project and its tasks are not deleted — only the channel link is removed.
• Once a channel is linked, membership follows the channel: people in the channel are added to the project automatically when they open the tab (see Adding or Removing Members).

Tips

• Pin the AB Projects personal app to your Teams sidebar for one-click access to your tasks across projects.
• Add the channel tab in every team channel where you want shared task tracking — one project per channel keeps work clearly scoped.
• Pick the closest project type at setup so your board starts with a workflow that fits the team; fine-tune statuses, types, and environments afterward in project settings.

Once installed, you're ready to connect your team, assign work, and stay aligned — all inside Microsoft Teams.