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.
Total 30 articles.
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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.
Teams Channel and Project Linking in AB
Learn how AB links each Microsoft Teams channel to a dedicated project. Understand why members must visit the tab to join the project, and how this structure keeps collaboration secure and organized.
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.
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.
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.
Inviting Team Members via Microsoft Teams
ACTIONBRIDGE now supports onboarding only through Microsoft Teams. Learn how users can access the app by opening a Teams tab or installing the app, with quick registration and Microsoft 365 license validation.
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.
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.
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.
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.
I Can’t See My Tasks
Trouble seeing your tasks in ACTIONBRIDGE? Learn how to check filters, project membership, and visibility settings to fix missing task issues.
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.
Microsoft Teams App Doesn’t Load
Having trouble loading the ACTIONBRIDGE app in Microsoft Teams? Follow this guide to resolve tab loading issues, check permissions, and clear Teams cache.
Becoming a Project Member in AB (Teams Tab Registration)
Even if you are a member of a Microsoft Teams channel, you must first visit the AB tab app to be registered as a project member and appear in assignment lists.
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.
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.
Installing the ACTIONBRIDGE Teams App
Learn how to install the ACTIONBRIDGE app in Microsoft Teams. Set it up as a personal app or link it to a team channel tab for collaborative task management.
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.
AI Support Features in AB (ActionBridge)
Discover how AB (ActionBridge) uses AI to enhance task management, teamwork, and project progress. From dashboard suggestions to team insights and chat-based support, see what's possible with AI-powered collaboration.
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.
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.
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.
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.
Creating and Editing Tasks
Learn how to create and edit tasks in ACTIONBRIDGE. Includes steps for entering task details, updating fields, and working inside Microsoft Teams or the web interface.
Managing Subscriptions & Billing
ACTIONBRIDGE billing, Microsoft 365 licenses, subscription, assign licenses, license management, Teams license, monthly fee, free trial, Office 365 admin, billing settings
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.
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.
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.
Navigating the Interface
Learn how to navigate the ACTIONBRIDGE interface, including sidebar views, task board, Gantt view, slide-in panels, and quick actions. Built for productivity on both web and Microsoft Teams.
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.
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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.