幫助 & 支援

尋找指南、技巧和常見問題解答,充分利用AB。按主題瀏覽或搜尋您需要的內容。



共有 22 篇文章。 目前第 1 頁,共 / 1

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.

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.

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.

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).

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.

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.

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.

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.

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.

Setting Due Dates and Priorities

How due dates and priorities work in AB Projects: every task gets start/due dates (due defaults to a week out), priority is High/Medium/Low, and every change is recorded with a reason in the task's history and shared to your Teams channel. Parent tasks can base dates on their subtasks.

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.

Inviting Team Members via Microsoft Teams

AB Projects onboards your whole team through Microsoft Teams automatically: once the AB Projects tab is connected to a channel, every channel member is added to the project and kept in sync — no one-by-one email invites. Admins can also manually invite specific channel members.

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.