Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
Document Comments and Teams Notifications
Learn how to discuss project documents and how document creation and edits notify your linked Teams channel.
Linking Documents to Tasks and Finding Pages
Learn how to find project documents and create bidirectional links between documents and tasks in ActionBridge.
Creating and Editing Documents
Learn how to create, organize, edit, preview, and review versions of project documents in ActionBridge.
Project Documents (Wiki): Overview
Learn how to find, create, organize, and collaborate on project documents in ActionBridge.
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.
AI Support Features in AB Projects
What AI does in AB Projects today: an AI greeting on the dashboard, an AI summary and suggested subtasks on tasks, a Teams bot with commands plus conversational AI (1-on-1 and channel @mention), and MCP assistants — all with clear AI disclosure.
Images or Files Won't Upload
Image won't upload in AB Projects? Images are embedded via the editor (comments, descriptions) and icon pickers, stored in AB Projects storage — not OneDrive/SharePoint. Check format, size, your signed-in session, and network.
Microsoft Teams App Doesn't Load
AB Projects tab not loading in Microsoft Teams? Work through reloading, updating/restarting the Teams client, Microsoft SSO and admin consent, clearing Teams cache, unblocking blz.actionbridge.io on the network, and checking app install/consent.
Confidentiality and Enterprise Agreements
How confidentiality works in AB Projects: access is scoped by Teams channel membership and Microsoft identity, with a full audit trail. There is no per-task privacy flag, NDA workflow, watermarking, or access expiration; NDAs and private terms are handled via Enterprise agreements.
Inviting Team Members via Microsoft Teams
AB Projects onboards your whole team through Microsoft Teams automatically: once the AB Projects tab is connected to a channel, every channel member is added to the project and kept in sync — no one-by-one email invites. Admins can also manually invite specific channel members.
Supported Platforms
AB works across Microsoft Teams, web browsers, and mobile devices. Learn how the platform supports SSO, adaptive cards, and a multilingual interface for global teams.
AB Help Center
Find everything you need to get started and succeed with AB Projects — creating tasks, managing teams, the project Documents wiki, the AB Sales Management Service (CRM) with leads, customers and the automation Agent, Microsoft Teams integration, adaptive cards, notifications, and more.