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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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.

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.

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.

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.

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.

What is AB?

Learn what AB is and how it helps teams manage tasks, collaborate inside Microsoft Teams, and automate workflows. Designed for productivity, built for integration.

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.

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.

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.

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.

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.

Why ActionBridge Requires Microsoft Graph Permissions

A detailed explanation of the Microsoft Graph API permissions used by ActionBridge, including what each scope allows and why it's necessary for task management, Teams integration, and Outlook calendar features.

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.

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.

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.