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 12 articles. Currently on page 1 of 1

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.
ACTIONBRIDGE task statuses
workflow management
task progress tracking
status change logging
task workflows
project board view
custom task status
transparent task history
team collaboration
task lifecycle

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.
NDA
private deals
enterprise plan
confidential tasks
task visibility control
audit log
enterprise security
limited access
private task collaboration
compliance workflows

What is ACTIONBRIDGE?

Learn what ACTIONBRIDGE is and how it helps teams manage tasks, collaborate inside Microsoft Teams, and automate workflows. Designed for productivity, built for integration.
ACTIONBRIDGE
task management
Microsoft Teams integration
team collaboration
AI task assistant
adaptive cards
workflow automation
project tracking
SSO
enterprise task tool

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.
ACTIONBRIDGE roles
project permissions
role-based access
admin editor viewer
default editor role
manage project members
user roles
access control
Teams project roles
RBAC

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.
ACTIONBRIDGE export
task data export
CSV reports
project report
task change log
project summary export
export to Excel
task history download
project tracking reports
audit ready task data

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.
ACTIONBRIDGE projects
Microsoft Teams integration
one channel per project
project members
project roles
tenant inheritance
project workspace
unlink project channel
manage team access
project setup

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.
data retention
data export
task backup
task recovery
data policy
audit log
ACTIONBRIDGE CSV export
Azure hosting
compliance
data lifecycle

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.
ACTIONBRIDGE language settings
change language
locale settings
date format
currency format
multilingual UI
global support
regional settings
internationalization

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.
ACTIONBRIDGE project settings
team settings
manage project roles
Teams tab integration
workflow settings
task notification settings
unlink channel tab
project configuration
project admin panel
role management

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.
ACTIONBRIDGE automations
task rules
workflow automation
auto-assign tasks
deadline reminders
Teams notifications
task triggers
task management efficiency
project rules
automation logging

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.
ACTIONBRIDGE add members
remove members
Teams auto join
project membership
Microsoft 365 licensing
project roles
admin editor viewer
member management
Teams tab onboarding
user access control

ACTIONBRIDGE Help Center

Find everything you need to get started and succeed with ACTIONBRIDGE. From creating tasks and managing teams to using Microsoft Teams integration, adaptive cards, and daily reports — this help center covers it all.
ACTIONBRIDGE
help center
task management help
Microsoft Teams app
project management
onboarding guide
team collaboration
support documentation
workflow automation
adaptive cards
daily reports
Gantt chart
SSO
task comments
AI support
user guide
troubleshooting
API
developer docs
Zendesk integration
Shopify task integration

Category

Tags

Search History

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.