Creating Your First Task

1.3 Creating Your First Task

Getting started with ACTIONBRIDGE is simple. Follow these steps to create your first task and start organizing your team's work.

Step 1: Open the Task View

  • In Microsoft Teams, open the ACTIONBRIDGE tab within your team.
  • Or, access the web app at actionbridge.io and log in with your Microsoft account.

Step 2: Click “Create Task”

  • Click the Create Task button, usually located at the top right of the task board.
  • If using Teams, you may also find it inside the task panel or via a Teams message action.

Step 3: Enter Task Details

  • Title: Provide a concise and descriptive title for the task.
  • Description: Add relevant information, instructions, or context. Rich text formatting is supported.
  • Due Date: Set an optional deadline to help track progress.
  • Assignee: Assign the task to the appropriate team member.
  • Status: Choose the current status of the task (e.g., To Do, In Progress, Done).
  • Type: Classify the task by type (e.g., Bug, Feature, Improvement).
  • Environment: Indicate the relevant environment (e.g., Staging, Production, Local).
  • Priority: Set the task's urgency (e.g., Low, Medium, High, Critical).

Step 4: Save and View

  • Click Save to create the task.
  • Your task will now appear in the list or board view, based on your team’s configuration.

Tips

  • You can mention users in the description using @username.
  • Clicking a task opens a detail view where you can comment, upload files, or add subtasks.

Once your first task is created, you're ready to explore features like notifications, automation, and collaborative comments.

2025-07-07

Sho Shimoda

Spending more time creating help content than writing code — but only because making things easier is part of the product. Sho bridges engineering with user success, ensuring that every feature is not only powerful but also understandable. With a background in software development, AI integration, and product design, he now focuses on crafting systems where users don’t need to ask for help — but find it when they do.

Authors

Sho Shimoda

Spending more time creating help content than writing code — but only because making things easier is part of the product. Sho bridges engineering with user success, ensuring that every feature is not only powerful but also understandable. With a background in software development, AI integration, and product design, he now focuses on crafting systems where users don’t need to ask for help — but find it when they do.

Koki Nin

Managing code, chasing after enhancements — and sometimes chasing bugs that turned out to be features. Koki is at the heart of the product’s technical evolution, turning feedback into fixes, and specs into shippable reality. He thrives where architecture meets iteration, always pushing for cleaner code and smoother experiences.

Yasushi Motoki

Helping users start strong with ACTIONBRIDGE. Yasushi leads the onboarding experience, translating product complexity into clarity. Whether guiding first-time users or supporting enterprise rollouts, he ensures every team gets value from day one — and knows exactly where to go next.