Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
Linking Documents to Tasks & Finding Pages
Connect AB Projects Documents to tasks both ways, navigate and search the page tree, and let MCP-connected AI assistants read, search, create, and update documents with AI disclosure.
Document Comments & Teams Sync
How comments work on AB Projects Documents: per-page comments with member @mentions, posted to the linked Teams channel, with replies in the Teams thread syncing back as comments — the same two-way model as tasks.
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.
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.
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.
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.
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.
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.
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.
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.)
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.
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.