Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
Attendance
How AB Talent works out attendance from assumed normal days and recorded exceptions, how holidays and approved leave count, and how closing a month for payroll works.
Joining and leaving
How AB Talent builds onboarding and leaving checklists as tasks, why a departure has three dates, and how the payroll handoff, licence seats and holdings work.
The roster and org chart
How AB Talent keeps employment facts as a dated history with reasons, what Microsoft 365 owns, and how the org chart, leavers and archiving work.
Who Can See What in AB Talent
AB Talent shows each person only what their access allows. The seven kinds of access, how they combine, why even an HR admin doesn't see salaries by default, and how to change someone's access.
Setting Up AB Talent
How to set up AB Talent for your company: create the workspace, import your team from Microsoft 365, give people access, set up time off, choose the handbook, connect candidate mail, and what each colleague sees the first time they open it.
AB Talent: Overview
AB Talent runs hiring and people operations in one place: open roles and candidates, the roster, time off, attendance and an HR help desk. What each tab does, what the AI does and doesn't do, and what AB Talent leaves to other systems. The hub for every AB Talent help page.
Task Dependencies: Blocked By and Blocks
How task dependencies work in AB Projects: add predecessors from the task that is waiting, read the automatic Blocks mirror, understand why an unmet predecessor warns rather than blocks, and how an AI assistant can set dependencies over MCP.
My Pipeline and the Workspace Dashboard
AB Sales has two overview screens — My Pipeline (your personal cross-workspace cockpit in the Home tab) and the per-workspace Dashboard. What each shows.
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.
Exporting and Accessing Project Data
AB Projects has no CSV/Excel export of task or project data yet. How your data is preserved (per-task change history, the Teams channel record) and how to get it out today: filtered views, AI assistants over MCP, and asking support.
Gantt Chart View and Timeline Tracking
How the AB Projects Gantt view works: tasks with start and due dates become status-colored bars with progress fill and dependency arrows; today and weekends are highlighted, and the chart opens where your open work is. Bars aren't draggable by design — every date change carries a reason into the task's change history and the Teams channel, which a drag can't record.
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.