Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
CRM Settings
Everything you can configure in the CRM Settings page — automation enable/disable, mail provider, shared mailbox vs user principal, daily email cap, Teams notification channel, and HTML email templates with placeholders.
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.
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.
Why AB Projects Requires Microsoft Graph Permissions
The Microsoft Graph API permissions AB Projects uses and why — covering Teams channel linking and roster sync, posting task activity and syncing thread replies, Outlook calendar scheduling, and Microsoft SSO. The Entra app registration / consent screen is the authoritative list.
I Can't See My Tasks
Tasks not showing in AB Projects? Work through project selection, the filter panel (completed/omitted hidden by default and remembered), the List/Gantt/Kanban views (Gantt needs dates), Teams-channel membership sync, and reloading.
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.
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.
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.
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.
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
Manage task workflow in AB Projects by changing status, updating progress, completing tasks, and reviewing work by status in Kanban view.
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.
Task Comments and Mentions
Add task comments in AB Projects, use rich-text formatting, mention project members in Teams notifications, and review or manage the resulting discussion.
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.
Creating and Editing Tasks
Learn how to create, find, review, and edit tasks in AB Projects, including task fields, change reasons, comments, subtasks, linked documents, and reminders.
Navigating the Interface
Find your way around AB Projects in Microsoft Teams — the Home, Tasks, Projects, and Settings tabs, the List/Board/Gantt task views, the slide-in task detail panel, and search & filters. Applies to AB Projects.
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.
What is ActionBridge?
ActionBridge is the action-management platform for your whole company — built inside Microsoft Teams and around your AI agents. It ships today as AB Projects, the first of a growing family (AB Sales, AB HR, AB Learning Management, and more) designed to keep every team moving work forward.
AB Help Center
Find everything you need to get started and succeed with AB Projects — creating tasks, managing teams, the project Documents wiki, the AB Sales Management Service (CRM) with leads, customers and the automation Agent, Microsoft Teams integration, adaptive cards, notifications, and more.