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.
Why AB Requires Microsoft Graph Permissions
A detailed explanation of the Microsoft Graph API permissions used by AB, including what each scope allows and why it's necessary for task management, Teams integration, and Outlook calendar features.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Creating Your First Task
Learn how to create your first task in AB. Follow step-by-step instructions to add a title, description, assignee, status, type, environment, and priority—across web and Microsoft Teams.