Help & Support

Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.

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Creating and Editing Documents

Learn how to create, organize, edit, preview, and review versions of project documents in ActionBridge.

AB Projects documents
create wiki page
edit document
Markdown
edit note
version history
delete document

Project Documents (Wiki): Overview

Learn how to find, create, organize, and collaborate on project documents in ActionBridge.

AB Projects documents
project wiki
knowledge base
Markdown documents
document tags
document version
link documents to tasks
project documentation

MCP Tools Reference

Reference for the 17 AB Projects MCP tools — project, task, schedule, and Documents (Wiki) — that let AI assistants read and change your work, with every change recorded in history and posted to the linked Teams channel.

MCP tools
AI assistants
AB Projects
task management
documents wiki tools
project tools
schedule
change history
Teams notification

Category

Sales Management Service
7
Teams Integration
7
Advanced
5
Getting Started
5
Security
5
Tasks & Projects
5
Account & Settings
4
Documents
4
Teams & Permissions
4
AI & MCP
3

Tags

Microsoft SSO 8 AB Sales 7 CRM 7 AB Projects 5 AB Projects documents 4 Teams integration 4 Microsoft Teams 3 Microsoft Teams task management 3 Teams channel sync 3 Teams notification 3

Search History

board view 7290 project summary export 1239 project updates 1220 ActionBridge 1209 Teams project roles 1169 project configuration 1148 project roles 1148 install in Teams 1108 RBAC 1102 assign task 1098 ACTIONBRIDGE task creation 1097 Microsoft Teams task management 1096 AI support 1091 one channel per project 1088 task deadline notification 1086 filters 1082 ACTIONBRIDGE project settings 1079 permissions 1078 task workflows 1072 collaborative task tracking 1069 task management 1069 Microsoft 365 app 1068 in-app messages 1068 reminder timing 1067 project member communication 1066 AB 1061 work planning 1059 ACTIONBRIDGE notifications 1050 monthly charges 1049 Teams collaboration 1047