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.



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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.

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.

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.

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.

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.

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.

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.