IP Library › Granted Patent US 12,737,725
Granted Patent B2
US 12,737,725 · App. 18/816,521 · Granted Sep 15, 2026

Systems and methods to generate project-level graphical user interfaces within a collaboration environment

Inventors: Tyler Jeffrey Beauchamp (Bismark, ND); Reyana Fayyaz (San Francisco, CA)
Assignee: Asana, Inc.
G06Q10/103G06F3/0482G06Q10/06313
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Quick Facts
Patent No.
US 12,737,725
App. No.
18/816,521
Filed
Aug 27, 2024
Granted
Sep 15, 2026
Kind
B2
Art Unit
3623
USPC
705/7.23
Abstract

Systems and methods to recommend templates for project-level graphical user interfaces within a collaboration environment are described herein. Exemplary implementations may: manage environment state information maintaining a collaboration environment; manage information defining project-level graphical user interfaces of the collaboration environment; dynamically update information defining the project-level graphical user interfaces of the collaboration environment as values of one or more of project parameters of individual projects change; effectuate presentation of the project-level graphical user interfaces for the individual projects in the collaboration environment; and/or perform other operations.

Claims (63)

1 . A system configured to generate a project overview page within a collaboration environment, the system comprising:

one or more physical processors configured by machine-readable instructions to:

manage, by a server, environment state information maintaining a collaboration environment, the collaboration environment being configured to facilitate interaction by users with the collaboration environment, the server communicating with remotely located client computing platforms associated with the users over one or more network connections, the environment state information including project records, the project records including values for project parameters associated with projects managed within the collaboration environment;

establish a network connection between the server and a remotely located client computing platform associated with a user;

effectuate communication of user interface information from the server to the remotely located client computing platform over the network connection to cause the remotely located client computing platform to present an instance of a user interface of the collaboration environment displaying a project page associated with a project record, the project page providing access to the values of the project parameters included in the project record;

manage, by the server, information defining a project overview page of the collaboration environment, the project overview page corresponding to the project record, wherein the project overview page includes a set of display elements displaying the values of a subset of the project parameters included in the project record;

dynamically update, by the server, the information defining the project overview page as the values of the project parameters of the project record change;

obtain, by the server, input information conveying user input into the project page of the project record displayed in the instance of the user interface, the user input including selection of a selectable element displayed on the project page, the selection of the selectable element causing the instance of the user interface to navigate from the project page to the project overview page, wherein the selectable element includes a virtual tab or a virtual button; and

in response to obtaining the input information, cause, by the server, the instance of the user interface presented by the remotely located client computing platform to navigate from the project page to the project overview page, the project overview page displaying the set of display elements comprising:

a first display element displaying a project summary;

a second display element displaying a roster of users;

a third display element displaying a status timeline;

a fourth display element displaying a status update;

a fifth display element displaying a set of graphical icons representing a set of digital assets associated with the project record, the set of digital assets including a PDF and a URL; and

a sixth display element displaying representations of other records associated with the project record.

2 . The system of claim 1 , wherein the project parameters include:

a description parameter characterizing individual project summaries;

a resources parameter characterizing individual sets of resource(s) associated with the project records;

a supporting parameter characterizing work supporting the project records;

a supported parameter characterizing individual business objectives supported by the project records;

a supporters parameter characterizing the users having project-level roles associated with the project records; and

a status parameter characterizing individual statuses.

3 . The system of claim 2 , wherein the values of the resources parameter include instances of individual digital assets.

4 . The system of claim 2 , wherein the values of the supporting parameter describe the work supporting the project records.

5 . The system of claim 2 , wherein the values of the supported parameter describe the individual business objectives supported by the project records.

6 . The system of claim 2 , wherein the values of the supporters parameter identify or describe the users having project-level roles associated with the project records.

7 . The system of claim 2 , wherein the values of the status parameter describe activities that impact progress toward completion.

8 . The system of claim 1 , wherein the one or more physical processors are further configured by the machine-readable instructions to:

monitor use of the collaboration environment by the users to determine the change in the values of the project parameters of the project record; and

dynamically update the information defining the project overview page based on monitoring the use of the collaboration environment.

9 . The system of claim 8 , wherein the change in the values of the project parameters of the project record includes one or both of user-initiated change in the values or automated change in the values.

10 . The system of claim 1 , wherein the project records are separate and distinct from work unit records and objective records managed by the collaboration environment.

11 . A method to generate a project overview page within a collaboration environment, the method comprising:

managing, by a server, environment state information maintaining a collaboration environment, the collaboration environment being configured to facilitate interaction by users with the collaboration environment, the server communicating with remotely located client computing platforms associated with the users over one or more network connections, the environment state information including project records, the project records including values for project parameters associated with projects managed within the collaboration environment;

establishing a network connection between the server and a remotely located client computing platform associated with a user;

effectuating communication of user interface information from the server to the remotely located client computing platform over the network connection to cause the remotely located client computing platform to present an instance of a user interface of the collaboration environment displaying a project page associated with a project record, the project page providing access to the values of the project parameters included in the project record;

managing, by the server, information defining a project overview page of the collaboration environment, the project overview page corresponding to the project record, wherein the project overview page includes a set of display elements displaying the values of a subset of the project parameters included in the project record;

dynamically updating, by the server, the information defining the project overview page as the values of the project parameters of the project record change;

obtaining, by the server, input information conveying user input into the project page of the project record displayed in the instance of the user interface, the user input including selection of a selectable element displayed on the project page, the selection of the selectable element causing the instance of the user interface to navigate from the project page to the project overview page, wherein the selectable element includes a virtual tab or a virtual button; and

in response to obtaining the input information, causing, by the server, the instance of the user interface presented by the remotely located client computing platform to navigate from the project page to the project overview page, the project overview page displaying the set of display elements comprising:

a first display element displaying a project summary;

a second display element displaying a roster of users;

a third display element displaying a status timeline;

a fourth display element displaying a status update;

a fifth display element displaying a set of graphical icons representing a set of digital assets associated with the project record, the set of digital assets including a PDF and a URL; and

a sixth display element displaying representations of other records associated with the project record.

12 . The method of claim 11 , wherein the project parameters include:

a description parameter characterizing individual project summaries;

a resources parameter characterizing individual sets of resource(s) associated with the project records;

a supporting parameter characterizing work supporting the project records;

a supported parameter characterizing individual business objectives supported by the project records;

a supporters parameter characterizing the users having project-level roles associated with the project records; and

a status parameter characterizing individual statuses.

13 . The method of claim 12 , wherein the values of the resources parameter include instances of individual digital assets.

14 . The method of claim 12 , wherein the values of the supporting parameter describe the work supporting the project records.

15 . The method of claim 12 , wherein the values of the supported parameter describe the individual business objectives supported by the project records.

16 . The method of claim 12 , wherein the values of the supporters parameter identify or describe the users having project-level roles associated with the project records.

17 . The method of claim 12 , wherein the values of the status parameter describe activities that impact progress toward completion.

18 . The method of claim 11 , further comprising:

monitoring use of the collaboration environment by the users to determine the change in the values of the project parameters of the project record; and

dynamically updating the information defining the project overview page based on the monitoring the use of the collaboration environment.

19 . The method of claim 18 , wherein the change in the values of the project parameters of the project record includes one or both of user-initiated change in the values or automated change in the values.

20 . The method of claim 11 , wherein the project records are separate and distinct from work unit records and objective records managed by the collaboration environment.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Aug 27, 2024
From: BEAUCHAMP, TYLER JEFFREY; FAYYAZ, REYANA
To: ASANA, INC.
Reel/Frame 068414/0067 →
Continuity (2)
Continuation 17329021 · May 24, 2021
Related Publication 20240420086A1 · Dec 19, 2024
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