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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Filtering Tasks and Saved Filters

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: new tickets appearing on their own, the inbox row signals, compact rows, long queues, quick filters and sort, saved filters, keyboard triage, Next ticket after resolving, and bulk actions.

Assigning Tickets to Your Team

How to assign a support ticket to a teammate so a real team can divide the work, plus how assignment differs from AI-vs-human handling.

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.

Editing Your Profile and Icon

How to change your AB Projects display name, profile photo, language, and timezone in the Settings tab. Your profile starts as a copy of your Microsoft 365 identity, then is edited independently inside AB Projects.

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.

Integration with Microsoft Teams and Adaptive Cards

How AB Projects and Microsoft Teams fit together as one system: the one-to-one channel–project link, the tab, Adaptive Card posts with two-way thread sync, the chip-picker mention model, and Microsoft SSO with channel-driven membership.

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. 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.

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.