Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
Enhance Productivity with MCP Tools
Discover 10 MCP tools by AB for seamless AI assistant integration in project and task management.
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.
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.
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.
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.
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.
Setting Due Dates and Priorities
Learn how to set deadlines and priorities in AB. All tasks require a due date, and any field changes are logged with timestamp, user, and reason for team transparency.