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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Task Statuses and Workflows

Manage task workflow in AB Projects by changing status, updating progress, completing tasks, and reviewing work by status in Kanban view.

AB Projects task status
task workflow
change status
task progress
complete task
completion note
Kanban view
Unspecified status
Microsoft Teams task management

Subtasks and Task Hierarchy

Break large tasks into manageable subtasks in AB Projects. Create new subtasks, attach existing tasks, use AI suggestions, and review progress from the parent task.

AB Projects subtasks
task hierarchy
parent task
child task
add subtask
existing task as subtask
AI subtask suggestions
subtask progress
Microsoft Teams task management

Setting Due Dates and Priorities

Set task priority, start dates, and due dates in AB Projects. Learn where dates and priority appear, how to edit them, and why changes ask for a reason.

AB Projects due date
start and due dates
task priority high medium low
change reason
task change history
overdue tasks
task filters
Microsoft Teams task management

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

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