Help & Support

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

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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.

AB Projects subtasks
task hierarchy
parent task
child task
add subtask
existing task as subtask
AI subtask suggestions
subtask progress
Microsoft Teams task management

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.

AB Projects task creation
edit task
change reason
task change history
task fields
priority high medium low
project options
assignee
subtasks
Microsoft Teams

Category

Sales Management Service
7
Teams Integration
7
Advanced
5
Getting Started
5
Security
5
Tasks & Projects
5
Account & Settings
4
Documents
4
Teams & Permissions
4
AI & MCP
3

Tags

Microsoft SSO 8 AB Sales 7 CRM 7 AB Projects 5 AB Projects documents 4 Teams integration 4 Microsoft Teams 3 Microsoft Teams task management 3 Teams channel sync 3 Teams notification 3

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