Help & Support
Thank you for using ACTIONBRIDGE. This page provides helpful information on how to use the service, frequently asked questions, and troubleshooting for user support.
Total 36 articles.
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Role-Based Access Control
Learn how roles work in ACTIONBRIDGE. Users are assigned the Editor role by default and can be upgraded to Admin or downgraded to Viewer. Roles control access to tasks, settings, and workflows per project.
Managing Team Settings
Learn how to manage project settings in ACTIONBRIDGE. Admins can update project details, manage members and roles, configure workflows, and control Teams tab integration and notifications.
Inviting Team Members via Microsoft Teams
ACTIONBRIDGE now supports onboarding only through Microsoft Teams. Learn how users can access the app by opening a Teams tab or installing the app, with quick registration and Microsoft 365 license validation.
Who Can See What?
Understand visibility and access control in ACTIONBRIDGE. Learn who can see tasks, comments, and project content based on roles like Admin, Editor, and Viewer.
NDA and Private Deals
Learn how ACTIONBRIDGE supports NDA workflows and private deals for enterprise users. Control task visibility, manage confidential negotiations, and maintain full audit logs with enterprise compliance features.
Adding or Removing Members
Learn how to add or remove members in an ACTIONBRIDGE project. Users can join automatically if they are part of the connected Teams channel. Manual role assignment and license-based access are also supported.
Installing the ACTIONBRIDGE Teams App
Learn how to install the ACTIONBRIDGE app in Microsoft Teams. Set it up as a personal app or link it to a team channel tab for collaborative task management.
Why ActionBridge Requires Microsoft Graph Permissions
A detailed explanation of the Microsoft Graph API permissions used by ActionBridge, including what each scope allows and why it's necessary for task management, Teams integration, and Outlook calendar features.
Integration with Microsoft Teams and Adaptive Cards
Learn how ACTIONBRIDGE integrates with Microsoft Teams using Adaptive Cards. Enable task collaboration, notifications, and seamless project access directly inside Teams.
SSO and Microsoft Login
Learn how ACTIONBRIDGE uses Microsoft Single Sign-On (SSO) for secure, seamless access via your Microsoft 365 account. No separate passwords required—just log in with your existing credentials.
Understanding Projects and Teams
Learn how Projects and Teams work in ACTIONBRIDGE. Each project is a focused workspace with its own members and can be linked to one Microsoft Teams channel tab at a time.
Exporting Reports and Project Data
Learn how to export reports and project data from ACTIONBRIDGE. Generate CSV files for task lists, change logs, and activity summaries to support project reviews and documentation.
AI Support Features in AB (ActionBridge)
Discover how AB (ActionBridge) uses AI to enhance task management, teamwork, and project progress. From dashboard suggestions to team insights and chat-based support, see what's possible with AI-powered collaboration.
What is AB?
Learn what AB is and how it helps teams manage tasks, collaborate inside Microsoft Teams, and automate workflows. Designed for productivity, built for integration.
Task Comments and Mentions
Learn how to use comments and mentions in ACTIONBRIDGE to collaborate effectively. Comments are linked to tasks, support rich text, and integrate with Microsoft Teams for seamless team communication.
Images or Files Won’t Upload
Having trouble uploading images or files in ACTIONBRIDGE? Learn how to check file size, user permissions, and storage settings to resolve upload errors.
Adaptive Cards and Task Previews
Learn how ACTIONBRIDGE uses Microsoft Teams Adaptive Cards to show task previews, comments, and metadata directly in channels. Keep everyone aligned with in-context updates.
Navigating the Interface
Learn how to navigate the ACTIONBRIDGE interface, including sidebar views, task board, Gantt view, slide-in panels, and quick actions. Built for productivity on both web and Microsoft Teams.
Daily Reports and AI Suggestions
Discover how to use daily reports and AI suggestions in ACTIONBRIDGE to streamline team updates, generate report drafts, and enhance task descriptions with smart assistance.
Data Retention and Export
Learn how ACTIONBRIDGE handles data retention, backups, and exports. Understand your options for recovering deleted tasks, exporting reports, and ensuring data traceability and compliance.
Notifications and Reminders
Stay updated in ACTIONBRIDGE with in-app alerts, Microsoft Teams notifications, and automatic task reminders. Learn how notifications work and how to configure them for your team.
Commenting with Mentions in Channels
Learn how to comment on tasks in ACTIONBRIDGE and notify teammates by selecting them with checkboxes. First comments can also be posted to the linked Microsoft Teams channel using adaptive cards.
Task Statuses and Workflows
Understand how task statuses and workflows work in ACTIONBRIDGE. Learn about default status types, how to customize workflows, and how each status change is logged for team transparency.
Automations and Task Rules
Use automations in ACTIONBRIDGE to streamline task management. Set rules that trigger actions such as reminders, notifications, and auto-assignments based on task changes.
Microsoft Teams App Doesn’t Load
Having trouble loading the ACTIONBRIDGE app in Microsoft Teams? Follow this guide to resolve tab loading issues, check permissions, and clear Teams cache.
Editing Your Profile and Icon
Learn how to update your display name and profile icon in ACTIONBRIDGE. Keeping your profile up to date ensures better communication and visibility within your team.
Managing Subscriptions & Billing
ACTIONBRIDGE billing, Microsoft 365 licenses, subscription, assign licenses, license management, Teams license, monthly fee, free trial, Office 365 admin, billing settings
I Can’t See My Tasks
Trouble seeing your tasks in ACTIONBRIDGE? Learn how to check filters, project membership, and visibility settings to fix missing task issues.
Setting Deadlines and Priorities
Learn how to set deadlines and priorities in ACTIONBRIDGE. All tasks require a due date, and any field changes are logged with timestamp, user, and reason for team transparency.
Using Tabs for Task Management
Learn how to manage tasks directly within Microsoft Teams using the ACTIONBRIDGE tab. View tasks, create new ones, comment, switch views, and collaborate in real time.
Notification Preferences
Customize how you receive notifications in ACTIONBRIDGE. Learn how to manage task alerts, mentions, due date reminders, and Microsoft Teams updates to stay informed your way.
Language and Locale Settings
Customize your ACTIONBRIDGE experience by selecting your preferred language and locale. Adjust interface language, date formats, and currency symbols to match your region.
Subtasks and Dependencies
Learn how to break down work using subtasks and manage execution order with dependencies in ACTIONBRIDGE. Organize complex projects with clarity and team coordination.
Gantt Chart View and Timeline Tracking
Learn how to use the Gantt chart in ACTIONBRIDGE to visualize task timelines, manage dependencies, and track project progress. Edit tasks directly on the timeline and stay on schedule.
Creating and Editing Tasks
Learn how to create and edit tasks in ACTIONBRIDGE. Includes steps for entering task details, updating fields, and working inside Microsoft Teams or the web interface.
AB Help Center
Find everything you need to get started and succeed with AB. From creating tasks and managing teams to using Microsoft Teams integration, adaptive cards, and daily reports — this help center covers it all.
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Authors
Sho Shimoda
I spend as much time simplifying as I do coding—because making things easy is part of the product. I build systems that work beautifully and explain themselves.
Koki Nin
I focus on turning ideas into working code—refining architecture, fixing what’s broken, and improving what works. Sometimes the best “bug” becomes a feature.
Yasushi Motoki
I lead onboarding for AB, helping teams get value from day one. I focus on making a complex product feel simple, clear, and immediately useful.