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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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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Authors

Sho Shimoda

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

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

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.