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Linking Documents to Tasks & Finding Pages

Connect AB Projects Documents to tasks both ways, navigate and search the page tree, and let MCP-connected AI assistants read, search, create, and update documents with AI disclosure.

Project Documents (Wiki): Overview

AB Projects includes a per-project wiki — the Documents area — for living knowledge: a Markdown page tree with versioning, comments, Teams sync, and task links, scoped to the project's members.

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.

MCP Tools Reference

Reference for the 17 AB Projects MCP tools — project, task, schedule, and Documents (Wiki) — that let AI assistants read and change your work, with every change recorded in history and posted to the linked Teams channel.

Becoming a Project Member in AB Projects

In AB Projects, project membership follows the connected Microsoft Teams channel. You're added automatically when the roster syncs — you don't have to visit the tab first to be a member, be assigned, or be mentioned.

Teams Channel and Project Linking in AB Projects

Learn how AB Projects links each Microsoft Teams channel one-to-one with a project, and how membership follows the channel automatically — opening the tab syncs the whole roster, so members don't each need to visit to be added, assigned, or mentioned.

AI Support Features in AB Projects

What AI does in AB Projects today: an AI greeting on the dashboard, an AI summary and suggested subtasks on tasks, a Teams bot with commands plus conversational AI (1-on-1 and channel @mention), and MCP assistants — all with clear AI disclosure.

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 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.

Exporting and Accessing Project Data

AB Projects does not yet provide CSV/report export of task or project data. This article explains how data is preserved (per-task change history, the Teams channel record) and the ways to access it today (filtered views, MCP/AI queries, the scheduled digest).

Integration with Microsoft Teams and Adaptive Cards

How AB Projects integrates with Microsoft Teams: one-to-one channel tab, Adaptive Cards posted for every comment and task change with a two-way thread, the chip-picker mention model that fires Teams @mentions, and Microsoft SSO with channel-driven membership (no license gate).

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.

Adaptive Cards and Task Previews

Learn how AB Projects posts Microsoft Teams Adaptive Cards for every comment and every task change. Cards show priority, dates, a change diff, progress, status, assignee, counts, and an Open button, and replies sync back to the task.

Commenting with Mentions in Channels

Learn how task comments in AB Projects work with Microsoft Teams. Mention members with the chip picker to @mention them in the channel post, every comment posts to the linked Teams thread, and replies in Teams sync back to the task.

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.

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.

Subtasks and Task Hierarchy

Break work down with subtasks in AB Projects. Each subtask is a full task; parents automatically roll up progress and dates from their children, with multi-level nesting, AI-suggested breakdowns, and re-parenting. (Predecessor/successor dependencies aren't available yet.)

Task Comments and Mentions

How task comments and @mentions work in AB Projects: a rich-text comment editor with image upload, mentioning specific project members, and automatic two-way sync with the linked Microsoft Teams channel thread. AI assistants can comment too.

Creating and Editing Tasks

Create and edit tasks in AB Projects: the Create Task form fields, editing each attribute through quick panels that record a reason in the task's change history, plus subtasks, attachments, AI summaries and AI-suggested subtasks — all shared back to your Teams channel.

Creating Your First Task

Create your first task in AB Projects — from the Tasks tab in Microsoft Teams, or let an AI agent create it for you. Learn how to add details, assign it to a project member, and discuss it with comments and @mentions.

What is ActionBridge?

ActionBridge is the action-management platform for your whole company — built inside Microsoft Teams and around your AI agents. It ships today as AB Projects, the first of a growing family (AB Sales, AB HR, AB Learning Management, and more) designed to keep every team moving work forward.

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.