Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
Creating and Editing Documents
How to create, edit, version, and delete project Documents in AB Projects: Markdown pages with a parent path, tags, a required edit note on changes, full version history, and version restore.
Project Documents (Wiki): Overview
AB Projects includes a per-project wiki — the Documents area — for living knowledge: a Markdown page tree with versioning, comments, Teams sync, and task links, scoped to the project's members.
Connecting AI Assistants via MCP
Connect Claude, ChatGPT, Cursor, Windsurf, Codex CLI, and Antigravity to AB Projects via the Model Context Protocol (https://mcp.actionbridge.io/mcp). Per-client OAuth setup, how access keys work, and troubleshooting.
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.
Becoming a Project Member in AB Projects
In AB Projects, project membership follows the connected Microsoft Teams channel. You're added automatically when the roster syncs — you don't have to visit the tab first to be a member, be assigned, or be mentioned.
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.
Who Can See What?
Visibility in AB Projects is membership-based: every project member sees all of the project's tasks, comments, subtasks, and history. Roles (Owner/Admin/Member) control management, not visibility — there is no private-task or read-only tier. Confidentiality is done via separate channels.
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.
Data Retention and Export
How AB Projects retains data on Microsoft Azure: deletes are soft-deletes (no auto-purge, no self-serve restore window), change history and comments are preserved, and there is no built-in export yet — data export and recovery are handled as manual support requests.
Managing Subscriptions & Billing
How AB Projects pricing works: a free tier (up to 10 users), Team ($5) and Business ($10) per active user per month, and custom Enterprise. Access is via Microsoft SSO and Teams-channel membership — there is no Microsoft 365 license to assign. See actionbridge.io/pricing for current details.
Notification Preferences
What you can configure for AB Projects notifications: your personal task digest's delivery method (email/Teams) and schedule, in Settings → Task Reminders. Real-time Teams channel activity is automatic; per-event toggles, task following, per-task due reminders, and an in-app inbox don't exist yet.
Language and Locale Settings
AB Projects is localized into English, Japanese, French, German, Spanish, Portuguese, Italian, Korean, and Chinese (Simplified/Traditional), with Arabic and Russian on the Teams listing/bot. Set your language in the Settings tab; English is the fallback.
Editing Your Profile and Icon
Edit your AB Projects profile from the Settings tab: display name, profile icon, language, timezone, and email signature. Your name and icon are seeded from Microsoft 365 and appear in tasks, comments, mentions, and Teams Adaptive Cards.
Exporting and Accessing Project Data
AB Projects does not yet provide CSV/report export of task or project data. This article explains how data is preserved (per-task change history, the Teams channel record) and the ways to access it today (filtered views, MCP/AI queries, the scheduled digest).
Integration with Microsoft Teams and Adaptive Cards
How AB Projects integrates with Microsoft Teams: one-to-one channel tab, Adaptive Cards posted for every comment and task change with a two-way thread, the chip-picker mention model that fires Teams @mentions, and Microsoft SSO with channel-driven membership (no license gate).
Built-in Automation
AB Projects automates the routine work out of the box — status-driven progress, subtask roll-up, automatic Teams updates, channel-driven membership sync, and the scheduled digest. There is no custom if-this-then-that rule builder; this article explains what runs automatically.
Gantt Chart View and Timeline Tracking
Learn how the AB Projects Gantt view works: tasks with start/due dates shown as status-colored bars with progress, today and weekends highlighted, overdue styling, click to open the detail panel to change dates (logged with a reason), and filtering via the shared filter panel.
Daily Digest and AI Assistance
How AB Projects helps daily: a per-user digest of your top open tasks (email/Teams, in Settings → Task Reminders), an AI summary on each task, AI-suggested subtasks you confirm before creating, and MCP AI assistants with clear AI disclosure.
Notifications and Reminders
How notifications work in AB Projects: real-time Adaptive Card activity and @mentions in the linked Teams channel, plus a per-user scheduled digest of your top open tasks by email and/or Teams direct message, configured in personal Settings → Task Reminders.
Adaptive Cards and Task Previews
Learn how AB Projects posts Microsoft Teams Adaptive Cards for every comment and every task change. Cards show priority, dates, a change diff, progress, status, assignee, counts, and an Open button, and replies sync back to the task.
Using Tabs for Task Management
Learn how to manage tasks inside Microsoft Teams with the AB Projects channel tab: List, Gantt, and Kanban views, creating tasks, the slide-in detail panel, comments and mentions, filtering, and how changes are logged and posted to the channel.
Installing the AB Projects Teams App
Learn how to install the AB Projects app in Microsoft Teams as a personal app or a channel tab. Includes the channel setup flow (create or link a project, project types), the included bot, and Microsoft SSO sign-in.
Role-Based Access Control
Learn how roles work in AB Projects. Every member is an Owner, Admin, or Member; new members join as Member by default. Admin and Owner control members, the Teams link, and workflow configuration, all scoped per project.
Adding or Removing Members
Learn how members are added to and removed from an AB Projects project. Membership follows the connected Microsoft Teams channel: people auto-join when they open the tab, Owners/Admins can invite from the channel roster, and roles are Owner, Admin, and Member.
Understanding Projects and Teams
How projects and Microsoft Teams fit together in AB Projects: a project is a scoped workspace linked to one Teams channel, its members auto-synced from that channel, with Owner/Admin/Member roles. Users belong to many projects and switch via the Projects tab.
Task Statuses and Workflows
How task statuses work in AB Projects: a per-project, fully configurable set (colors, order, auto-progress %, a 'marks complete' status) seeded from a project-type template. Status changes require a reason and post to your Teams channel. No enforced transitions — AB adapts to your process.
Subtasks and Task Hierarchy
Break work down with subtasks in AB Projects. Each subtask is a full task; parents automatically roll up progress and dates from their children, with multi-level nesting, AI-suggested breakdowns, and re-parenting. (Predecessor/successor dependencies aren't available yet.)
Task Comments and Mentions
How task comments and @mentions work in AB Projects: a rich-text comment editor with image upload, mentioning specific project members, and automatic two-way sync with the linked Microsoft Teams channel thread. AI assistants can comment too.
Setting Due Dates and Priorities
How due dates and priorities work in AB Projects: every task gets start/due dates (due defaults to a week out), priority is High/Medium/Low, and every change is recorded with a reason in the task's history and shared to your Teams channel. Parent tasks can base dates on their subtasks.
Creating and Editing Tasks
Create and edit tasks in AB Projects: the Create Task form fields, editing each attribute through quick panels that record a reason in the task's change history, plus subtasks, attachments, AI summaries and AI-suggested subtasks — all shared back to your Teams channel.
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, Microsoft Teams integration, adaptive cards, notifications, and more.