Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
Creating and Editing Documents
Learn how to create, organize, edit, preview, and review versions of project documents in ActionBridge.
Connecting AI Assistants via MCP
Connect Claude, ChatGPT, Cursor, Windsurf, Codex CLI, and Antigravity to AB Projects via the Model Context Protocol (https://mcp.actionbridge.io/mcp). Per-client OAuth setup, how access keys work, and troubleshooting.
Data Retention and Export
How AB Projects retains data on Microsoft Azure: deletes are soft-deletes (no auto-purge, no self-serve restore window), change history and comments are preserved, and there is no built-in export yet — data export and recovery are handled as manual support requests.
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.
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.
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.