Systems and methods for providing a dashboard for a collaboration work management platform
Systems, methods, and storage media for providing a dashboard for a collaboration work management platform are disclosed. Exemplary implementations may: manage environment state information for maintaining a collaboration environment; obtain a first set of units of work where a first user is associated with first units of work within the first set but not assigned to the first units of work; and/or effectuate presentation of a dashboard displaying work information for the first units of work within the first set and indicating titles for the first units of work within the first set, statuses of the first units of work within the first set, and user information for the one or more other users assigned to the first units of work within the first set.
1. A system configured to provide a dashboard within a collaboration environment, the system comprising:
one or more physical computer processors configured by machine-readable instructions to:
manage environment state information for maintaining a collaboration environment, the environment state information including user records and work unit records, the user records describing users interacting with or viewing the collaboration environment, the work unit records describing units of work managed within the collaboration environment, created within the collaboration environment, and assigned within the collaboration environment, wherein one or more of the users are associated with individual units of work and are described as having a higher level of responsibility for the individual units of work than other ones of the users that are assigned to the individual units of work, wherein the other ones of the users that are assigned to the individual units of work are responsible for performing actions for the individual units of work they are assigned to;
identify a first set of units of work associated with a first user, wherein the first set of units of work is associated with the first user by virtue of the first user having the higher level of responsibility for the first set of units of work, wherein the first user is not assigned to the first set of units of work such that one or more of the other ones of the users are assigned to the first set of units of work; and
effectuate presentation of a dashboard on a computing platform associated with the first user, the dashboard displaying work information for the first set of units of work associated with the first user, the work information for the first set of units of work describing the first set of units of work and the one or more of the other ones of the users that are assigned to the first set of units of work.
2. The system of claim 1 , wherein the one or more physical computer processors are further configured by the machine-readable instructions to:
identify the first user;
identify a second set of units of work, the first set of units of work comprising a subset of the second set of units of work; and
determine which of the units of work within the second set of units of work the first user is associated with but not assigned to by virtue of the first user having the higher level of responsibility, such that the first set of units of work within the second set of units of work is determined to be associated with the first user by virtue of the first user having the higher level of responsibility for the first set of units of work and by virtue of the first user not being assigned to the first set of units of work.
3. The system of claim 1 , wherein the work information for the first set of units of work includes titles for the first set of units of work, statuses of the first set of units of work, and user information for the one or more of the other ones of the users that are assigned to the first set of units of work.
4. The system of claim 1 , wherein the dashboard includes contact buttons corresponding to the individual units of work of the first set of units of work.
5. The system of claim 1 , wherein the work unit records define individual subunits of work that correspond to the individual units of work, such that the individual units of work of the first set of units of work have corresponding ones of the individual subunits of work that the first user is not assigned to but the one or more of the other ones of the users are assigned to.
6. The system of claim 5 , wherein the dashboard includes one or more drop down buttons such that responsive to the first user selecting a first drop down button corresponding to a first unit of work, the work information for a first subunit of work corresponding to the first unit of work is presented.
7. The system of claim 3 , wherein the statuses of the first set of units of work are indicated via colored status indicators within the dashboard.
8. The system of claim 1 , wherein determining the first set of units of work is associated with the first user by virtue of the first user having the higher level of responsibility for the first set of units of work is based on the user records and the work unit records.
9. The system of claim 1 , wherein the one or more physical computer processors are further configured by the machine readable instructions to:
monitor interactions of the first user with the first set of units of work; and
determine one or more metrics characterizing the interactions of the first user with the first set of units of work, the one or more metrics including one or more of a quantity of follow-ups, a follow-up frequency, a time period between follow-ups, follow-up timing, or which of the one or more of the other ones of the users receive follow-ups.
10. The system of claim 1 , wherein the one or more physical computer processors are further configured by the machine readable instructions to:
effectuate presentation of a second dashboard on the computing platform associated with the first user, the second dashboard displaying second work information for a second set of units of work associated with the first user, wherein the second set of units of work is associated with the first user by virtue of the first user having the higher level of responsibility for the second set of units of work, wherein the first user is not assigned to the second set of units of work such that one or more of the other ones of the users are assigned to the second set of units of work, the second work information for the second set of units of work describing the second set of units of work and the one or more of the other ones of the users that are assigned to the second set of units of work.
11. A method to provide a dashboard within a collaboration environment, the method comprising:
managing environment state information for maintaining a collaboration environment, the environment state information including user records and work unit records, the user records describing users interacting with or viewing the collaboration environment, the work unit records describing units of work managed within the collaboration environment, created within the collaboration environment, and assigned within the collaboration environment, wherein one or more of the users are associated with individual units of work and are described as having a higher level of responsibility for the individual units of work than other ones of the users that are assigned to the individual units of work, wherein the other ones of the users that are assigned to the individual units of work are responsible for performing actions for the individual units of work they are assigned to;
identifying a first set of units of work associated with a first user, wherein the first set of units of work is associated with the first user b virtue of the first user having the higher level of responsibility for the first set of units of work, wherein the first user is not assigned to the first set of units of work such that one or more of the other ones of the users are assigned to the first set of units of work; and
presenting a dashboard on a computing platform associated with the first user, the dashboard displaying work information for the first set of units of work associated with the first user, the work information for the first set of units of work describing the first set of units of work and the one or more of the other ones of the users that are assigned to the first set of units of work.
12. The method of claim 11 , further comprising:
identifying the first user;
identifying a second set of units of work, the first set of units of work comprising a subset of the second set of units of work; and
determining which of the units of work within the second set of units of work the first user is associated with but not assigned to by virtue of the first user having the higher level of responsibility, including determining the first set of units of work within the second set of units of work is associated with the first user by virtue of the first user having the higher level of responsibility for the first set of units of work and by virtue of the first user not being assigned to the first set of units of work.
13. The method of claim 11 , wherein the work information for the first set of units of work includes titles for the first set of units of work, statuses of the first set of units of work, and user information for the one or more of the other ones of the users that are assigned to the first set of units of work.
14. The method of claim 11 , wherein the dashboard includes contact buttons corresponding to the individual units of work of the first set of units of work.
15. The method of claim 11 , wherein the work unit records define individual subunits of work that correspond to the individual units of work, such that the individual units of work of the first set of units of work have corresponding ones of the individual subunits of work that the first user is not assigned to but the one or more of the other ones of the users are assigned to.
16. The method of claim 15 , wherein the dashboard includes one or more drop down buttons such that responsive to the first user selecting a first drop down button corresponding to a first unit of work, the work information for a first subunit of work corresponding to the first unit of work is presented.
17. The method of claim 13 , wherein the statuses of the first set of units of work are indicated via colored status indicators within the dashboard.
18. The method of claim 11 , wherein determining the first set of units of work is associated with the first user by virtue of the first user having the higher level of responsibility for the first set of units of work is based on the user records and the work unit records.
19. The method of claim 11 , further comprising:
monitoring interactions of the first user with the first set of units of work; and
determining one or more metrics characterizing the interactions of the first user with the first set of units of work, the one or more metrics including one or more of a quantity of follow-ups, a follow-up frequency, a time period between follow-ups, follow-up timing, or which of the one or more of the other ones of the users receive follow-ups.
20. The method of claim 11 , further comprising:
presenting a second dashboard on the computing platform associated with the first user, the second dashboard displaying second work information for a second set of units of work associated with the first user, wherein the second set of units of work is associated with the first user by virtue of the first user having the higher level of responsibility for the second set of units of work, wherein the first user is not assigned to the second set of units of work such that one or more of the other ones of the users are assigned to the second set of units of work, the second work information for the second set of units of work describing the second set of units of work and the one or more of the other ones of the users that are assigned to the second set of units of work.