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.