Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
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.
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.
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.
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.
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.
Navigating the Interface
Learn how to navigate the AB interface, including sidebar views, task board, Gantt view, slide-in panels, and quick actions. Built for productivity on both web and Microsoft Teams.
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.