Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
Filtering Tasks and Saving Views
How task filters work in AB Projects: every condition the filter panel offers, saving a filter set you reuse, sharing a filtered view as a link, and why filters stick between visits.
Working the Ticket Queue
How to scan, filter, and work the AB Support ticket queue: the inbox row signals, quick filters and sort, saved filters, keyboard triage, and bulk actions.
Labels: Tagging and Segmenting Leads
Labels are colored tags you attach to leads to segment your pipeline by temperature, size, or industry. Every workspace ships with a default set, the AI can auto-apply them, and you can filter and group by label.
I Can't See My Tasks
Tasks not showing in AB Projects? It's almost always a remembered filter, the wrong project or view (Gantt needs dates), or Teams-channel membership that hasn't synced — and if you can see tasks but not create them, it's a license seat, not a bug.
Using Tabs for Task Management
Manage tasks from the AB Projects channel tab in Microsoft Teams: List, Gantt, and Kanban views, creating tasks, the slide-in detail panel, comments with mentions, remembered filters, and how every change is logged with a reason and posted to the channel.
Creating Your First Task
Create your first task in AB Projects: open Tasks, enter the title and useful details, assign the work, save it, and continue from the task detail panel.