Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
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.
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.
Managing Subscriptions & Billing
How AB Projects pricing works: a free tier (up to 10 users), Team ($5) and Business ($10) per active user per month, and custom Enterprise. Access is via Microsoft SSO and Teams-channel membership — there is no Microsoft 365 license to assign. See actionbridge.io/pricing for current details.
Notification Preferences
What you can configure for AB Projects notifications: your personal task digest's delivery method (email/Teams) and schedule, in Settings → Task Reminders. Real-time Teams channel activity is automatic; per-event toggles, task following, per-task due reminders, and an in-app inbox don't exist yet.
Language and Locale Settings
AB Projects is localized into English, Japanese, French, German, Spanish, Portuguese, Italian, Korean, and Chinese (Simplified/Traditional), with Arabic and Russian on the Teams listing/bot. Set your language in the Settings tab; English is the fallback.
Editing Your Profile and Icon
Edit your AB Projects profile from the Settings tab: display name, profile icon, language, timezone, and email signature. Your name and icon are seeded from Microsoft 365 and appear in tasks, comments, mentions, and Teams Adaptive Cards.
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.
Notifications and Reminders
How notifications work in AB Projects: real-time Adaptive Card activity and @mentions in the linked Teams channel, plus a per-user scheduled digest of your top open tasks by email and/or Teams direct message, configured in personal Settings → Task Reminders.
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.
Installing the AB Projects Teams App
Learn how to install the AB Projects app in Microsoft Teams as a personal app or a channel tab. Includes the channel setup flow (create or link a project, project types), the included bot, and Microsoft SSO sign-in.
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.
Role-Based Access Control
Learn how roles work in AB Projects. Every member is an Owner, Admin, or Member; new members join as Member by default. Admin and Owner control members, the Teams link, and workflow configuration, all scoped per project.
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.
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
How task statuses work in AB Projects: a per-project, fully configurable set (colors, order, auto-progress %, a 'marks complete' status) seeded from a project-type template. Status changes require a reason and post to your Teams channel. No enforced transitions — AB adapts to your process.
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.
AB Help Center
Find everything you need to get started and succeed with AB Projects — creating tasks, managing teams, the project Documents wiki, Microsoft Teams integration, adaptive cards, notifications, and more.