IP Library › Granted Patent US 11,810,074
Granted Patent B2
US 11,810,074 · App. 18/162,210 · Granted Nov 7, 2023

Systems and methods for providing a dashboard for a collaboration work management platform

Inventors: Lili Jiang (San Francisco, CA); Eric Seth Pelz (San Francisco, CA); Adam Butler (San Francisco, CA); Johanna Pajak (Oakland, CA)
Assignee: Asana, Inc.
G06Q10/103G06F21/62G06Q10/0633G06Q10/06316G06Q10/06398G06Q10/10H04L12/1822H04L67/02
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Quick Facts
Patent No.
US 11,810,074
App. No.
18/162,210
Granted
Nov 7, 2023
Kind
B2
Abstract

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.

Claims (37)

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 created, managed, or assigned within the collaboration environment, wherein a set of the users are associated with individual units of work without being assigned to the individual units of work, and an other set of the users are associated with the individual units of work because they are assigned to the individual units of work;

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 without the first user being assigned to the first set of units of work such that one or more other ones of the users are assigned to the first set of units of work; and

based on identifying the first set of units of work and by virtue of the first user being associated with the first set of units of work without being assigned to the first set of units of work, 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 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; and

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.

3. The system of claim 1 , wherein the work information for the first set of units of work includes one or more of titles for the first set of units of work, statuses of the first set of units of work, or user information for the one or more other ones of the users.

4. The system of claim 1 , wherein the dashboard includes selectable user interface elements to initiate contact with individual ones of the one or more other ones of the users.

5. The system of claim 1 , wherein the units of work of the first set of units of work have corresponding subunits of work.

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 work information for the first set of units of work includes the statuses, and wherein the statuses are indicated via colored status indicators within the dashboard.

8. The system of claim 1 , wherein identifying 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.

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.

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 created, managed, or assigned within the collaboration environment, wherein a set of the users are associated with individual units of work without being assigned to the individual units of work, and an other set of the users are associated with the individual units of work because they are assigned to the individual units of work;

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 without the first user being assigned to the first set of units of work such that one or more other ones of the users are assigned to the first set of units of work; and

based on the identifying the first set of units of work and by virtue of the first user being associated with the first set of units of work without being assigned to the first set of units of work, effectuating 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 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; and

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.

13. The method of claim 11 , wherein the work information for the first set of units of work includes one or more of titles for the first set of units of work, statuses of the first set of units of work, or user information for the one or more other ones of the users.

14. The method of claim 11 , wherein the dashboard includes selectable user interface elements to initiate contact with individual ones of the one or more other ones of the users.

15. The method of claim 11 , wherein the units of work of the first set of units of work have corresponding subunits of work.

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 work information for the first set of units of work includes the statuses, and wherein the statuses are indicated via colored status indicators within the dashboard.

18. The method of claim 11 , wherein the identifying 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.

20. The method of claim 11 , further comprising:

effectuating 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.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 31, 2023
From: JIANG, LILI; PELZ, ERIC SETH; BUTLER, ADAM; PAJAK, JOHANNA
To: ASANA, INC.
Reel/Frame 062549/0121 →
Continuity (3)
Continuation 17374757 · Jul 13, 2021
Continuation 16224321 · Dec 18, 2018
Related Publication 20230177465A1 · Jun 8, 2023