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 31 articles. Currently on page 1 of 1

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

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

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.
ACTIONBRIDGE adaptive card
Teams task preview
task detail card
open task in Teams
comment in Teams
Microsoft Teams integration
task update card
card metadata
task notification card
Teams message extension

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.
task visibility
user roles
permissions
admin
editor
viewer
private tasks
access control
ACTIONBRIDGE roles
Microsoft Teams tab access
project member rights

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.
ACTIONBRIDGE task comments
@mentions
Teams integration
adaptive card replies
task discussion
comment notifications
comment history
task collaboration
task comment sync
Microsoft Teams task app
task communication

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.
can’t see tasks
task visibility
filters
missing tasks
project membership
ACTIONBRIDGE troubleshooting
task list empty
Teams app task missing
private tasks
refresh task view

Creating Your First Task

Learn how to create your first task in ACTIONBRIDGE. Follow step-by-step instructions to add a title, description, assignee, status, type, environment, and priority—across web and Microsoft Teams.
ACTIONBRIDGE task creation
how to create a task
Microsoft Teams task app
task details form
task status
task type
assignee
task priority
team task manager
getting started with ACTIONBRIDGE

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

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

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.
ACTIONBRIDGE daily reports
AI suggestions
task assistant
smart report draft
report automation
daily standup
AI task helper
project updates
daily summary
AI in task management

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.
ACTIONBRIDGE tab
Microsoft Teams task tab
task management in Teams
board view
Gantt view
create task in tab
task detail panel
task comments in Teams
task filtering
collaborative task tracking

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

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.
ACTIONBRIDGE notifications
task alerts
Teams notifications
email reminders
due date alerts
notification settings
user preferences
in-app messages
daily digest

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.
ACTIONBRIDGE comments
mention users in comments
tick users to notify
Teams comment sync
adaptive card
task notifications
task discussion
Teams task thread
comment alerts
project member communication

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

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.
ACTIONBRIDGE Microsoft Teams integration
Adaptive Cards
Teams tab
task notifications
Teams mentions
project linking
Teams chat actions
Azure AD login
Teams collaboration
task cards in Teams

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.
ACTIONBRIDGE task creation
how to create a task
Microsoft Teams task app
task details form
task status
task type
assignee
task priority
team task manager
getting started with ACTIONBRIDGE

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.
ACTIONBRIDGE subtasks
task dependencies
parent child tasks
project structure
Gantt chart dependencies
task breakdown
work planning
task order
task hierarchy
Microsoft Teams 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.
ActionBridge
Microsoft Graph API
API permissions
Teams integration
Outlook calendar
Azure AD consent
delegated permissions
calendar access
Teams bot
Microsoft 365 app
OAuth scopes

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.
ACTIONBRIDGE task creation
edit task
Microsoft Teams task manager
create task panel
update task status
task fields
assign task
task priority
due date
task description
task type
Teams integration

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

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.
ACTIONBRIDGE profile edit
change display name
update profile icon
user settings
edit avatar
personal profile
task assignment visibility
profile in Teams
Teams user icon

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

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.
ACTIONBRIDGE Gantt chart
timeline tracking
project scheduling
task dependencies
interactive Gantt
drag task timeline
project view
status color coding
timeline visualization
task planning tool

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.
ACTIONBRIDGE notifications
Teams alerts
task reminder
task deadline notification
in-app alerts
project updates
comment mention alert
task assignment notification
reminder timing
notification settings

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.
install ACTIONBRIDGE
Microsoft Teams app
add tab
Teams task management
ACTIONBRIDGE personal app
link project to channel
install in Teams
project tab setup
Teams integration
Teams channel task tool

Supported Platforms

ACTIONBRIDGE works across Microsoft Teams, web browsers, and mobile devices. Learn how the platform supports SSO, adaptive cards, and a multilingual interface for global teams.
ACTIONBRIDGE supported platforms
Microsoft Teams app
task management mobile
web-based task tool
SSO integration
multilingual UI
adaptive card support
Teams tab
cross-platform task manager
locale-aware task software

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

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

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.
ACTIONBRIDGE deadlines
task due date
mandatory task fields
change log
task history
task priority
task updates with reason
project accountability
Microsoft Teams task management
Gantt timeline
transparent task workflow

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

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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.