Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
AI Support Features in AB
Discover how AB 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.
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.
Microsoft Teams App Doesn’t Load
Having trouble loading the AB app in Microsoft Teams? Follow this guide to resolve tab loading issues, check permissions, and clear Teams cache.
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.
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.
SSO and Microsoft Login
Learn how ACTIONBRIDGE uses Microsoft Single Sign-On (SSO) for secure, seamless access via your Microsoft 365 account. No separate passwords required—just log in with your existing credentials.
Managing Subscriptions & Billing
ACTIONBRIDGE billing, Microsoft 365 licenses, subscription, assign licenses, license management, Teams license, monthly fee, free trial, Office 365 admin, billing settings
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.
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.
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.
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.
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.
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.
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.
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.
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.
Setting Due Dates and Priorities
Learn how to set deadlines and priorities in AB. All tasks require a due date, and any field changes are logged with timestamp, user, and reason for team transparency.
Inviting Team Members via Microsoft Teams
AB 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.
Navigating the Interface
Learn how to navigate the AB interface, including sidebar views, task board, Gantt view, slide-in panels, and quick actions. Built for productivity on both web and Microsoft Teams.
Supported Platforms
AB works across Microsoft Teams, web browsers, and mobile devices. Learn how the platform supports SSO, adaptive cards, and a multilingual interface for global teams.
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 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.