IP Library Patent Application 14479295
Patent Application
App. No. 14/479,295

CONTEXT DRIVEN TASK CREATION AND MANAGEMENT

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Quick Facts
Patent No.
US None
App. No.
14/479,295
Abstract

Embodiments of the invention provide a method, system and computer program product for the contextually driven creation and management of tasks in a calendaring and scheduling (C&S) application. In an embodiment of the invention, a method of contextually driven creation and management of tasks in a C&S application is provided. The method includes detecting an action in a C&S application, such as the receipt of a message or the completion of a task already existing in the C&S application. The method also includes determining a context for the action and identifying a set of rules each matching the determined context and also selecting a rule as a highest priority rule amongst the set of rules. Finally, the method includes applying the selected rule to create a task in the C&S application.

Claims (35)

1 . A method of contextually driven creation and management of tasks in a calendaring and scheduling (C&S) application comprising:

detecting an action in a C&S application executing in memory of a computing system;

determining a context for the action;

identifying a set of rules each matching the determined context and selecting a rule as a highest priority rule amongst the set of rules; and,

applying the selected rule to create a task in the C&S application.

2 . The method of claim 1 , wherein the action is a receipt of a message.

3 . The method of claim 1 , wherein the action is a completion of a task already existing in the C&S application.

4 . The method of claim 2 , wherein the context is a sender of the message.

5 . The method of claim 2 , wherein the context is a keyword present in the message.

6 . The method of claim 1 , wherein the rule specifies a creation of the task in the C&S application in response to the occurrence of the action with the determined context.

7 . The method of claim 1 , wherein a rule in the set of rules is promoted to a higher priority responsive to a determination of a threshold number of tasks created by the rule having been completed by one or more end users of the C&S application.

8 . The method of claim 1 , wherein the C&S application is included as part of a customer relationship management (CRM) system.

9 . A calendaring and scheduling (C&S) data processing system comprising:

a server computing system comprising at least one computer with memory and at least one processor and coupled to different client computers over a computer communications network;

a customer relationship management (CRM) application executing in the server computing system and storing tasks in a data store coupled to the server computing system; and,

a task creation and management module executing in the memory of the server computing system, the module comprising program code enabled to detect an action in the CRM application, to determine a context for the action, to identify a set of rules each matching the determined context, to select a rule as a highest priority rule amongst the set of rules, and to apply the selected rule to create a task in the CRM application.

10 . The system of claim 9 , wherein the action is a receipt of a message.

11 . The system of claim 9 , wherein the action is a completion of a task already existing in the CRM application.

12 . The system of claim 10 , wherein the context is a sender of the message.

13 . The system of claim 10 , wherein the context is a keyword present in the message.

14 . The system of claim 10 , wherein the rule specifies a creation of the task in the CRM application in response to the occurrence of the action with the determined context.

15 . The system of claim 9 , wherein a rule in the set of rules is promoted to a higher priority responsive to a determination of a threshold number of tasks created by the rule having been completed by one or more end users of the CRM application.

16 . A computer program product for contextually driven creation and management of tasks in a calendaring and scheduling (C&S) application, the computer program product comprising:

a computer readable storage medium having computer readable program code embodied therewith, the computer readable program code comprising:

computer readable program code for detecting an action in a C&S application executing in memory of a computing system;

computer readable program code for determining a context for the action;

computer readable program code for identifying a set of rules each matching the determined context and selecting a rule as a highest priority rule amongst the set of rules; and,

computer readable program code for applying the selected rule to create a task in the C&S application.

17 . The computer program product of claim 16 , wherein the action is a receipt of a message.

18 . The computer program product of claim 16 , wherein the action is a completion of a task already existing in the C&S application.

19 . The computer program product of claim 17 , wherein the context is a sender of the message.

20 . The computer program product of claim 17 , wherein the context is a keyword present in the message.

21 . The computer program product of claim 16 , wherein the rule specifies a creation of the task in the C&S application in response to the occurrence of the action with the determined context.

22 . The computer program product of claim 16 , wherein a rule in the set of rules is promoted to a higher priority responsive to a determination of a threshold number of tasks created by the rule having been completed by one or more end users of the C&S application.

23 . The computer program product of claim 16 , wherein the C&S application is included as part of a customer relationship management (CRM) system.

Assignments (2)
SECURITY INTEREST Recorded Jul 31, 2018
From: SUGARCRM INC., AS GRANTOR
To: GOLDMAN SACHS SPECIALTY LENDING GROUP, L.P., AS COLLATERAL AGENT
Reel/Frame 046673/0434 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 6, 2014
From: ITANI, MAJED; KOLEGAYEV, DMITRIY
To: SUGARCRM INC.
Reel/Frame 033683/0534 →