Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
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.
Editing Your Profile and Icon
Learn how to update your display name and profile icon in ACTIONBRIDGE. Keeping your profile up to date ensures better communication and visibility within your team.
Gantt Chart View and Timeline Tracking
Learn how to use the Gantt chart in ACTIONBRIDGE to visualize task timelines, manage dependencies, and track project progress. Edit tasks directly on the timeline and stay on schedule.
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.
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.
Creating and Editing Tasks
Learn how to create and edit tasks in AB. Includes steps for entering task details, updating fields, and working inside Microsoft Teams or the web interface.