# US 11,113,667 B1 · Systems and methods for providing a dashboard for a collaboration work management platform

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- Number: US 11,113,667 B1
- Document ID: US11113667B1
- Status: Granted
- Kind: B1
- Application number: 16/224,321
- Filed: 2018-12-18
- Granted: 2021-09-07
- Earliest claimed: 2018-12-18
- Assignees: Asana, Inc.
- Applicants: Asana, Inc.
- Inventors: Lili Jiang; Eric Seth Pelz; Adam Butler; Johanna Pajak
- Web page: https://patentgrep.com/patent/US11113667B1

## CPC

- G06Q 10/103: {Workflow collaboration or project management}
- G06F 21/62: Protecting access to data via a platform, e.g. using keys or access control rules
- G06Q 10/06316: {Sequencing of tasks or work}
- G06Q 10/0633: Workflow analysis
- G06Q 10/06398: {Performance of employee with respect to a job function}
- G06Q 10/10: Office automation; Time management
- H04L 12/1822: {Conducting the conference, e.g. admission, detection, selection or grouping of participants, correlating users to one or more conference sessions, prioritising transmission}
- H04L 67/02: based on web technology, e.g. hypertext transfer protocol [HTTP]
- H04L 51/04: Real-time or near real-time messaging, e.g. instant messaging [IM]
- G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N)
- H04L: TRANSMISSION OF DIGITAL INFORMATION, e.g. TELEGRAPHIC COMMUNICATION (arrangements common to telegraphic and telephonic communication H04M)

## 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

### Claim 1

A system for providing a dashboard representing workflow for a collaboration work management platform, 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 environment state information defining a state of the collaboration environment including user states and work unit states, wherein the user states are defined by the user records that define values of user parameters associated with users interacting with and viewing the collaboration environment, and wherein the work unit states are defined by the work unit records that define values of work unit parameters for units of work managed within the collaboration environment, created within the collaboration environment, and assigned within the collaboration environment, the work unit records defining the values of the work unit parameters for individual units of work within sets of units of work, wherein an individual user is associated with the individual units of work within a given set of units of work such that the individual user has a higher level of responsibility for the individual units of work within the given set of units of work than other users that are assigned to the units of work and responsible for performing activities and actions for the units of work within the given set of units of work;
identify a first user;
identify a first set of units of work;
determine which of the units of work within the first 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 a first subset of units of work within the first 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 subset of units of work, wherein the first user is not assigned to the first subset of units of work such that one or more of the other users are assigned to the first subset of units of work;
obtain work information for the first subset of units of work within the first set of units of work, wherein the work information is based on the work unit records and indicates titles for the first subset of units of work within the first set of units of work, statuses of the first subset of units of work within the first set of units of work, and user information for the one or more of the other users assigned to the first subset of units of work within the first set of units of work; and
effectuate presentation of a dashboard displaying the work information for the first subset of units of work within the first set of units of work.

### Claim 2 (depends on 1)

The system of claim 1, wherein the dashboard includes contact buttons corresponding to the individual units of work of the first subset of units of work.

### Claim 3 (depends on 2)

The system of claim 2, wherein the one or more physical computer processors are further configured by the machine-readable instructions to:
generate, responsive to the first user selecting a first contact button corresponding to a first unit of work, a first notification for the first unit of work; and
transmit the first notification to a second user assigned to the first unit of work.

### Claim 4 (depends on 3)

The system of claim 3, wherein the first notification includes a reminder or status update request for the first unit of work from the first user.

### Claim 5 (depends on 1)

The system of claim 1, wherein the work unit records define the values of the work unit parameters for individual subunits of work that correspond to the individual units of work within the given set of units of work, such that the individual units of work of the first subset of units of work within the first set of units of work have corresponding first subunits of work that the first user is not assigned to but that the one or more of the other users are assigned to.

### Claim 6 (depends on 5)

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 the first subunits of work corresponding to the first unit of work is presented.

### Claim 7 (depends on 1)

The system of claim 1, wherein the statuses of the first subset of units of work are indicated via colored status indicators within the dashboard.

### Claim 8 (depends on 1)

The system of claim 1, wherein the one or more physical computer processors are further configured by the machine readable instructions to obtain the first set of units of work by determining the first subset of units of work that are associated with the first user are to be included in the first set of units of work based on the user records and the work unit records.

### Claim 9 (depends on 1)

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 subset of units of work; and
determine one or more metrics characterizing the interactions of the first user with the first subset 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 users receive follow-ups.

### Claim 10 (depends on 1)

The system of claim 1, wherein the one or more physical computer processors are further configured by the machine readable instructions to:
obtain a second set of units of work where the first user is associated with second subset of units of work within the second set of units of work, wherein the first user is not assigned to the second subset of units of work but one or more of the other users are assigned to the second subset of units of work; and
effectuate presentation of a second dashboard displaying the work information for the second subset of units of work within the second set of units of work, wherein the work information for the second subset of units of work is based on the work unit records and indicates titles for the second subset of units of work within the second set of units of work, statuses of the second subset of units of work within the second set of units of work, and the user information for the one or more of the other users assigned to the second subset of units of work within the first set of units of work.

### Claim 11

A method for providing a dashboard representing workflow for a collaboration work management platform, the method comprising:
managing environment state information for maintaining a collaboration environment, the environment state information including user records and work unit records, the environment state information defining a state of the collaboration environment including user states and work unit states, wherein the user states are defined by the user records that define values of user parameters associated with users interacting with and viewing the collaboration environment, and wherein the work unit states are defined by the work unit records that define values of work unit parameters for units of work managed within the collaboration environment, created within the collaboration environment, and assigned within the collaboration environment, the work unit records defining the values of the work unit parameters for individual units of work within sets of units of work, wherein an individual user is associated with the individual units of work within a given set of units of work such that the individual user has a higher level of responsibility for the individual units of work within the given set of units of work than other users that are assigned to the units of work and responsible for performing activities and actions for the units of work within the given set of units of work;
identifying a first user;
identifying a first set of units of work;
determining which of the units of work within the first 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 user is associated with a first subset of units of work within the first set of units of work by virtue of the first user having the higher level of responsibility for the first subset of units of work, wherein the first user is not assigned to the first subset of units of work such that one or more of the other users are assigned to the first subset of units of work;
obtaining work information for the first subset of units of work within the first set of units of work, wherein the work information is based on the work unit records and indicates titles for the first subset of units of work within the first set of units of work, statuses of the first subset of units of work within the first set of units of work, and user information for the one or more of the other users assigned to the first subset of units of work within the first set of units of work; and
effectuating presentation of a dashboard displaying the work information for the first subset of units of work within the first set of units of work.

### Claim 12 (depends on 11)

The method of claim 11, wherein the dashboard includes contact buttons corresponding to the individual units of work of the first subset of units of work.

### Claim 13 (depends on 12)

The method of claim 12, further comprising:
generating, responsive to the first user selecting a first contact button corresponding to a first unit of work, a first notification for the first unit of work; and
transmitting the first notification to a second user assigned to the first unit of work.

### Claim 14 (depends on 13)

The method of claim 13, wherein the first notification includes a reminder or status update request for the first unit of work from the first user.

### Claim 15 (depends on 11)

The method of claim 11, wherein the work unit records define the values of the work unit parameters for individual subunits of work that correspond to the individual units of work within the given set of units of work, such that the individual units of work of the first subset of units of work within the first set of units of work have corresponding first subunits of work that the first user is not assigned to but that the one or more of the other users are assigned to.

### Claim 16 (depends on 15)

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 the first subunits of work corresponding to the first unit of work is presented.

### Claim 17 (depends on 11)

The method of claim 11, wherein the statuses of the first subset of units of work are indicated via colored status indicators within the dashboard.

### Claim 18 (depends on 11)

The method of claim 11, further including obtaining the first set of units of work by determining the first subset of units of work that are associated with the first user are to be included in the first set of units of work based on the user records and the work unit records.

### Claim 19 (depends on 11)

The method of claim 11, further comprising:
monitoring interactions of the first user with the first subset of units of work; and
determining one or more metrics characterizing the interactions of the first user with the first subset 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 users receive follow-ups.

### Claim 20 (depends on 11)

The method of claim 11, further comprising:
obtaining a second set of units of work of units of work where the first user is associated with second subset of units of work within the second set of units of work, wherein the first user is not assigned to the second subset of units of work but one or more of the other users are assigned to the second subset of units of work; and
effectuating presentation of a second dashboard displaying the work information for the second subset of units of work within the second set of units of work, wherein the work information for the second subset of units of work is based on the work unit records and indicates titles for the second subset of units of work within the second set of units of work, statuses of the second subset of units of work within the second set of units of work, and user information for the one or more of the other users assigned to the second subset of units of work within the first set of units of work.