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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Task Statuses and Workflows

Understand how task statuses and workflows work in ACTIONBRIDGE. Learn about default status types, how to customize workflows, and how each status change is logged for team transparency.
ACTIONBRIDGE task statuses
workflow management
task progress tracking
status change logging
task workflows
project board view
custom task status
transparent task history
team collaboration
task lifecycle

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.
NDA
private deals
enterprise plan
confidential tasks
task visibility control
audit log
enterprise security
limited access
private task collaboration
compliance workflows

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.
AB
task management
Microsoft Teams integration
team collaboration
AI task assistant
adaptive cards
workflow automation
project tracking
SSO
enterprise task tool

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.
ACTIONBRIDGE roles
project permissions
role-based access
admin editor viewer
default editor role
manage project members
user roles
access control
Teams project roles
RBAC

Understanding Projects and Teams

Learn how Projects and Teams work in ACTIONBRIDGE. Each project is a focused workspace with its own members and can be linked to one Microsoft Teams channel tab at a time.
ACTIONBRIDGE projects
Microsoft Teams integration
one channel per project
project members
project roles
tenant inheritance
project workspace
unlink project channel
manage team access
project setup

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.
ACTIONBRIDGE export
task data export
CSV reports
project report
task change log
project summary export
export to Excel
task history download
project tracking reports
audit ready task data

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.
data retention
data export
task backup
task recovery
data policy
audit log
ACTIONBRIDGE CSV export
Azure hosting
compliance
data lifecycle

Managing Team Settings

Learn how to manage project settings in ACTIONBRIDGE. Admins can update project details, manage members and roles, configure workflows, and control Teams tab integration and notifications.
ACTIONBRIDGE project settings
team settings
manage project roles
Teams tab integration
workflow settings
task notification settings
unlink channel tab
project configuration
project admin panel
role management

Language and Locale Settings

Customize your ACTIONBRIDGE experience by selecting your preferred language and locale. Adjust interface language, date formats, and currency symbols to match your region.
ACTIONBRIDGE language settings
change language
locale settings
date format
currency format
multilingual UI
global support
regional settings
internationalization

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.
ACTIONBRIDGE automations
task rules
workflow automation
auto-assign tasks
deadline reminders
Teams notifications
task triggers
task management efficiency
project rules
automation logging

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.
ACTIONBRIDGE add members
remove members
Teams auto join
project membership
Microsoft 365 licensing
project roles
admin editor viewer
member management
Teams tab onboarding
user access control

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.
AB task creation
how to create a task
Microsoft Teams task app
task details form
task status
task type
assignee
task priority
team task manager
getting started with ACTIONBRIDGE

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.
AB
help center

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Authors

Sho Shimoda

I spend as much time simplifying as I do coding—because making things easy is part of the product. I build systems that work beautifully and explain themselves.

Koki Nin

I focus on turning ideas into working code—refining architecture, fixing what’s broken, and improving what works. Sometimes the best “bug” becomes a feature.

Yasushi Motoki

I lead onboarding for AB, helping teams get value from day one. I focus on making a complex product feel simple, clear, and immediately useful.