Help & Support

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



Total 13 articles. Currently on page 1 of / 1

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.

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.

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.

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.

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.

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.

Managing Project Settings

Learn how to manage AB Projects project settings: name, description, icon, perma name, estimate unit, task workflow (statuses, types, environments), GitHub integration, the Microsoft Teams link, and ownership, leaving, and deletion.

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.

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.