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 21 articles. Currently on page 1 of 1

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.

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.

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.

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.

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 Subscriptions & Billing

ACTIONBRIDGE billing, Microsoft 365 licenses, subscription, assign licenses, license management, Teams license, monthly fee, free trial, Office 365 admin, billing settings

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.

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.

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.

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.

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 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.

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.

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.

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.

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.