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US 11,763,227 B2Granted
Reminder system
AssigneeDocsof, LLC
InventorBruce Karlson
Life of this patent
Estimating the term…
Abstract
A reminder system is provided. The system provides a user-friendly interface to a user's existing email, and in some embodiments to the user's document management, calendar and other systems, in order to ensure that an appropriate user is notified when action should be taken, and also provides notation to the user indicating the appropriate course of action to be taken. The system provides a calendaring feature where a supervisor or manager can determine the workload of a group of workers for an upcoming time period. The system provides an easily accessible and traceable database of information pertaining to a project checklist, document, a client name, a client matter number, a document type, or other customizable fields in order for a user to search and sort the information for their own use.
Claims13
A workload tracking system comprising:
- a computer program that is encoded on a machine non-transitory readable storage medium in a server, and is accessible by one or more client devices to utilize the functionality of, the computer program including a connection with a calendar system;
- a central database for storing project information pertaining to a plurality of projects, said project information including status of one or more actions associated with one or more project;
- and
- an administration interface that is configured to provide the total workload of each system user to a system administrator,
- wherein a plurality of different system users are connected with said calendar system,
- wherein one or more of said plurality of different system users are designated as supervisory user,
- wherein one or more actions relating to certain of said projects are assignable to one or more of said system users by a supervisory user,
- wherein a supervisory user is able to view the status of said one or more actions,
- wherein said computer program updates said status in said database upon receipt of appropriate input from any system user assigned to an action, and wherein said computer program provides to one or more of said system users one or more reminder relating to certain of said actions, said one or more reminder being directly generated by the system based on said project information, wherein said project information is provided by a supervisory user and comprises at least one workload indicator for each of said one or more actions,
- wherein said administration interface is configured to allow the system administrator to reassign one or more actions so as to increase the total workload of one system user while decreasing the total workload of another system user;
- wherein said administration interface is configured to provide the system administrator with an indication of whether a system user will be unavailable to perform one or more action that is assigned to the system user;
- and
- wherein the unavailability of the system user is associated with the system user being out of the office for an extended period of time.
10 more elements
A workload tracking system comprising a computer program encoded on a machine non-transitory readable storage medium that accesses:
- a calendar system;
- a database for storing project information pertaining to a plurality of projects, said project information including one or more actions to be taken at certain times;
- and
- an administration interface that is configured to provide the total workload of each system user to a system administrator, wherein a plurality of different system users are connected with said calendar system, wherein one or more of said plurality of different system users are designated as supervisory users, wherein one or more actions relating to certain of said projects are assignable to one or more of said system users by a supervisory user, wherein said project information further includes status of said one or more actions, said status being updatable by the computer program upon receipt of appropriate input from any system user assigned to an action, wherein a supervisory user is able to view the status of said one or more actions, wherein one or more of said systems users are provided with one or more reminder relating to certain of said actions, said one or more reminder being directly generated by the system based on said project information, wherein said project information further includes at least one workload indicator for each of said one or more actions, and wherein said administration interface is configured to allow the system administrator to reassign one or more actions so as to increase the total workload of one system user while decreasing the total workload of another system user;
- wherein said administration interface is configured to provide the system administrator with an indication of whether a system user will be unavailable to perform one or more action that is assigned to the system user;
- and wherein the unavailability of the system user is associated with the system user being out of the office for an extended period of time.
3 more elements
A method of managing a project comprising the steps of:
- storing project information regarding projects in association with a calendar system computer program, wherein said information includes information for actions to be taken at certain times, and wherein said project information includes status of said actions;
- generating calendar events by said calendar system associated with certain of a plurality of different system users so as to indicate the times the actions are to be taken, and:
- wherein said project information is created and assigned by a supervisory user, updating by the computer program the status of an action upon receipt of appropriate input from any system user for which a reminder message is directly generated by the computer program based on said information;
- and providing said reminder message to the user for which the reminder message is generated, assessing the total workload of one or more system user, and reassigning one or more action from one system user to another system user so as to decrease the workload of the one system user while increasing the workload of the other system user;
- wherein said administration interface is configured to provide the system administrator with an indication of whether a system user will be unavailable to perform one or more action that is assigned to the system user;
- and wherein the unavailability of the system user is associated with the system user being out of the office for an extended period of time.
3 more elements
Dependencies are inferred from the claim text.