MLchartDataset catalogue

Patent · US11501255B2 · B2 · US

Digital processing systems and methods for virtual file-based electronic white board in collaborative work systems

(11) Publication number
US11501255B2
(21) Application number
17/242,452
(22) Filing date
2021-04-28
(30) Priority date
2020-05-01
(43) Publication date
2022-11-15
(45) Date of grant
2022-11-15
(51) IPC
G06Q 10/06; G06Q 10/10; G05B 13/02; G06F 11/30; G06F 11/34; G06F 16/11; G06F 16/14; G06F 16/22; G06F 16/23; G06F 16/2455; G06F 16/248; G06F 16/25; G06F 16/26; G06F 16/28; G06F 16/31; G06F 16/901; G06F 16/903; G06F 16/9032; G06F 16/9038; G06F 16/909; G06F 16/951; G06F 16/9536; G06F 3/04817; G06F 3/0482; G06F 3/0484; G06F 3/04845; G06F 3/14; G06F 3/16; G06F 40/103; G06F 40/106; G06F 40/177; G06F 40/186; G06F 40/253; G06F 40/279; G06F 40/30; G06F 40/40; G06F 9/54; G06K 9/62; G06N 20/00; G06Q 30/02; G06Q 30/06; G06T 11/20; H04L 12/18; H04L 51/04; H04L 51/046; H04L 51/18; H04L 51/48; H04L 65/401; H04L 67/1095
(52) CPC
  • G06F Electric digital data processing: 40/18, 11/302, 11/3409, 11/3438, 16/116, 16/144, 16/221, 16/2282, 16/23, 16/2308, 16/2365, 16/2393, 16/2456, 16/24564, 16/24565, 16/248, 16/258, 16/26, 16/287, 16/328, 16/9017, 16/90328, 16/90344, 16/9038, 16/906, 16/908, 16/909, 16/951, 16/9536, 16/958, 18/22, 2201/865, 2201/88, 2203/04106, 2203/04803, 2203/04808, 2209/545, 3/04817, 3/0482, 3/0484, 3/04845, 3/04847, 3/0488, 3/1454, 3/165, 3/167, 40/103, 40/106, 40/166, 40/177, 40/186, 40/253, 40/279, 40/295, 40/30, 40/40, 9/542, 9/544, 9/548
  • B65D Containers for storage or transport of articles or materials, e.g. bags, barrels, bottles, boxes, cans, cartons, crates, drums, jars, tanks, hoppers, forwarding containers; accessories, closures, or fittings therefor; packaging elements; packages: 83/0409
  • G05B Control or regulating systems in general; functional elements of such systems; monitoring or testing arrangements for such systems or elements: 13/0265
  • G06K Graphical data reading; presentation of data; record carriers; handling record carriers: 9/6215
  • G06N Computing arrangements based on specific computational models: 20/00, 5/022, 5/025
  • 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: 10/063114, 10/063118, 10/06312, 10/06313, 10/06316, 10/0633, 10/101, 10/103
  • G06T Image data processing or generation, in general: 11/206, 11/26, 11/60, 2200/24
  • H04L Transmission of digital information, e.g. telegraphic communication: 12/1827, 51/04, 51/046, 51/08, 51/10, 51/18, 51/48, 65/4015, 65/403, 67/1095
(73) Assignee
Monday com Ltd
(72) Inventors
Roy Mann; Stav LEVI; Etay Liberman; Sarit BARTOV
(54) Title
Digital processing systems and methods for virtual file-based electronic white board in collaborative work systems
(57) Abstract

Systems and methods may include having an integrated unified filing engine. A system may include at least one processor configured to maintain at least one table containing a plurality of items and a plurality of asset designations, and to maintain at least one electronic whiteboard containing at least a subset of the plurality of asset designations. The processor may be further configured to maintain a data structure containing a plurality of links, wherein each link associates at least one of the subsets of asset designations with at least one location on the at least one electronic whiteboard, receive via a network access device, an activation of a particular link associated with a particular asset, alter a display of at least one electronic whiteboard containing an asset designation, and retrieving a presenting a corresponding asset in response to a received selection of a particular asset designation.

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Claims (25)

  1. A workflow management system having an integrated unified filing engine, the system comprising: at least one processor configured to: maintain at least one table of the workflow management system, the at least one table containing a plurality of items and a plurality of asset designations, each asset designation being associated with at least one of the plurality of items; maintain at least one electronic whiteboard containing at least a subset of the plurality of asset designations; maintain a data structure containing a plurality of links, wherein each link associates at least one of the subsets of asset designations with at least one location on the at least one electronic whiteboard; receive via a network access device having a display presenting the at least one table, an activation of a particular link associated with a particular asset; in response to the activation of the particular link, alter the display to present at least a particular location on the at least one electronic whiteboard containing a particular asset designation corresponding to the particular asset, wherein the particular location includes a cluster of additional asset designations related to the particular asset, and the presentation of at least the particular location is a zoomed-in rendering of the particular location on the at least one electronic whiteboard; receive a selection of at least one of the additional asset designations or the particular asset designation; in response to the selection, retrieve a corresponding asset; cause the corresponding asset to be presented on the display; receive at least one item to be uploaded from an entity to the at least one electronic whiteboard; perform at least one recognition process on the at least one item to be uploaded; and provide the entity with an interface based on the at least one recognition process, wherein the interface is configured to enable the entity to edit the at least one item prior to storage in the at least one electronic whiteboard.
  2. The system of claim 1, wherein the particular asset is a digital file, including at least one of a text, video, audio, image, design, document, tabular, an image file, a video file, a drawing file, a graphic file, a presentation file, a project management file, or a web page.
  3. The system of claim 1, wherein the cluster of additional asset designations is based on at least one of an author, owner, project, item, subject matter, team, file type, deadline, status, metadata, label, budget, or data source.
  4. The system of claim 1, wherein at least one of the additional asset designations of the cluster is associated with a differing asset from the particular asset.
  5. The system of claim 1, wherein at least one of the additional asset designations of the cluster is activatable to access information of another table.
  6. The system of claim 1, wherein the at least one processor is further configured to receive an alteration to the presented corresponding asset, wherein the alteration causes sending a notification to an entity associated with the presented corresponding asset.
  7. The system of claim 1, wherein the at least one processor is further configured to receive an alteration to the presented corresponding asset, and wherein the alteration to the presented corresponding asset causes the presented corresponding asset to be associated with another cluster of the at least one electronic whiteboard.
  8. The system of claim 1, wherein the at least one processor is further configured to receive an alteration to the presented corresponding asset, and wherein the alteration to the presented corresponding asset causes a simultaneous change to the at least one table and the at least one electronic whiteboard.
  9. The system of claim 1, wherein the at least one processor is further configured to: receive a preselection of at least one of the additional asset designations or the particular asset designation; in response to the preselection, cause metadata corresponding to the preselected asset designation to be presented on the display.
  10. The system of claim 9, wherein receiving the preselection includes receiving an indication that a cursor in a user interface is hovering over at least one of the additional asset designations or the particular asset designation.
  11. The system of claim 1, wherein the at least one item is associated with one or more entities and stored in a collective data store shared among the one or more entities.
  12. The system of claim 1, wherein the at least one recognition process includes scanning the at least one item to identify at least one of an author, owner, project, subject matter, team, file type, deadline, status, metadata, label, budget, or data source.
  13. The system of claim 1, wherein the particular location includes at least one additional cluster of additional asset designations related to the cluster, and an association between the cluster and the at least one additional cluster is indicated by at least one of proximity or color coding.
  14. A non-transitory computer readable medium containing instructions that when executed by at least one processor, cause the at least one processor to perform operations for workflow management having an integrated unified filing engine, the operations comprising: maintaining at least one table of the workflow management system, the at least one table containing a plurality of items and a plurality of asset designations, each asset designation being associated with at least one of the plurality of items; maintaining at least one electronic whiteboard containing at least a subset of the plurality of asset designations; maintaining a data structure containing a plurality of links, wherein each link associates at least one of the subsets of asset designations with at least one location on the at least one electronic whiteboard; receiving via a network access device having a display presenting the at least one table, an activation of a particular link associated with a particular asset; in response to the activation of the particular link, altering the display to present at least a particular location on the at least one whiteboard containing a particular asset designation corresponding to the particular asset, wherein the particular location includes a cluster of additional asset designations related to the particular asset, and the presentation of at least the particular location is a zoomed-in rendering of the particular location on the at least one electronic whiteboard; receiving a selection of at least one of the additional asset designations or the particular asset designation; in response to the selection, retrieving a corresponding asset; causing the corresponding asset to be presented on the display; receiving at least one item to be uploaded from an entity to the at least one electronic whiteboard; performing at least one recognition process on the at least one item to be uploaded; and providing the entity with an interface based on the at least one recognition process, wherein the interface is configured to enable the entity to edit the at least one item prior to storage in the at least one electronic whiteboard.
  15. The non-transitory computer readable medium of claim 14, wherein the particular asset is a digital file, including at least one of a text, video, audio, image, design, document, tabular, an image file, a video file, a drawing file, a graphic file, a presentation file, a project management file, or a web page.
  16. The non-transitory computer readable medium of claim 14, wherein the cluster of additional asset designations is based on at least one of an author, owner, project, item, subject matter, team, file type, deadline, status, metadata, label, budget, or data source.
  17. The non-transitory computer readable medium of claim 14, wherein at least one of the additional asset designations of the cluster is associated with a differing asset from the particular asset.
  18. The non-transitory computer readable medium of claim 14, wherein at least one of the additional asset designations of the cluster is activatable to access information of another table.
  19. The non-transitory computer readable medium of claim 14, wherein the operations further comprise receiving an alteration to the presented corresponding asset, and wherein the alteration causes sending a notification to an entity associated with the presented corresponding asset.
  20. The non-transitory computer readable medium of claim 14, wherein the operations further comprise receiving an alteration to the presented corresponding asset, and wherein the alteration to the presented corresponding asset causes the presented corresponding asset to be associated with another cluster of the at least one electronic whiteboard.
  21. The non-transitory computer readable medium of claim 14, wherein the operations further comprise receiving an alteration to the presented corresponding asset, and wherein the alteration to the presented corresponding asset causes a simultaneous change to the at least one table and the at least one electronic whiteboard.
  22. A method for workflow management having an integrated unified filing engine, the method comprising: maintaining at least one table of the workflow management system, the at least one table containing a plurality of items and a plurality of asset designations, each asset designation being associated with at least one of the plurality of items; maintaining at least one electronic whiteboard containing at least a subset of the plurality of asset designations; maintaining a data structure containing a plurality of links, wherein each link associates at least one of the subsets of asset designations with at least one location on the at least one electronic whiteboard; receiving via a network access device having a display presenting the at least one table, an activation of a particular link associated with a particular asset; in response to the activation of the particular link, altering the display to present at least a particular location on the at least one electronic whiteboard containing a particular asset designation corresponding to the particular asset, wherein the particular location includes a cluster of additional asset designations related to the particular asset, and the presentation of at least the particular location is a zoomed-in rendering of the particular location on the at least one electronic whiteboard; receiving a selection of at least one of the additional asset designations or the particular asset designation; in response to the selection, retrieving a corresponding asset; causing the corresponding asset to be presented on the display; receiving at least one item to be uploaded from an entity to the at least one electronic whiteboard; performing at least one recognition process on the at least one item to be uploaded; and providing the entity with an interface based on the at least one recognition process, wherein the interface is configured to enable the entity to edit the at least one item prior to storage in the at least one electronic whiteboard.
  23. The method of claim 22, wherein the particular asset is a digital file, including at least one of a text, video, audio, image, design, document, tabular, an image file, a video file, a drawing file, a graphic file, a presentation file, a project management file, or a web page.
  24. The method of claim 22, wherein the cluster of additional asset designations is based on at least one of an author, owner, project, item, subject matter, team, file type, deadline, status, metadata, label, budget, or data source.
  25. The method of claim 22, the method further comprising receiving an alteration to the presented corresponding asset, and wherein the alteration to the presented corresponding asset causes the presented corresponding asset to be associated with another cluster of the at least one electronic whiteboard.

Description

The present disclosure relates generally to systems, methods, and computer-readable media for enabling and optimizing workflows in collaborative work systems.

Operation of modern enterprises can be complicated and time consuming. In many cases, managing the operation of a single project requires integration of several employees, departments, and other resources of the entity. To manage the challenging operation, project management software applications may be used. Such software applications allow a user to organize, plan, and manage resources by providing project-related information in order to optimize the time and resources spent on each project. It would be useful to improve these software applications to increase operation management efficiency.

In many organizations, project management tools may be divided among many different systems with no way (or limited ways) to integrate them. For example, documents, chats, email, calendars, GANTT charts, location tracking, time management, control systems, cost management, capacity management, CRMs, process/order/delivery scheduling, and other functions of an organization may be confined to non-integrated standalone systems or systems that are only partially integrated. It would be useful to improve these software applications to increase operation management efficiency and overall efficiency of computer systems.

Enterprises of all sizes may deal with the challenges of troubleshooting their automation operations. Associated tasks may be complicated and time consuming.

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Record as JSON
{
  "publication_number": "US11501255B2",
  "country": "US",
  "kind": "B2",
  "title": "Digital processing systems and methods for virtual file-based electronic white board in collaborative work systems",
  "abstract": "Systems and methods may include having an integrated unified filing engine. A system may include at least one processor configured to maintain at least one table containing a plurality of items and a plurality of asset designations, and to maintain at least one electronic whiteboard containing at least a subset of the plurality of asset designations. The processor may be further configured to maintain a data structure containing a plurality of links, wherein each link associates at least one of the subsets of asset designations with at least one location on the at least one electronic whiteboard, receive via a network access device, an activation of a particular link associated with a particular asset, alter a display of at least one electronic whiteboard containing an asset designation, and retrieving a presenting a corresponding asset in response to a received selection of a particular asset designation.",
  "claims": [
    "1. A workflow management system having an integrated unified filing engine, the system comprising: at least one processor configured to: maintain at least one table of the workflow management system, the at least one table containing a plurality of items and a plurality of asset designations, each asset designation being associated with at least one of the plurality of items; maintain at least one electronic whiteboard containing at least a subset of the plurality of asset designations; maintain a data structure containing a plurality of links, wherein each link associates at least one of the subsets of asset designations with at least one location on the at least one electronic whiteboard; receive via a network access device having a display presenting the at least one table, an activation of a particular link associated with a particular asset; in response to the activation of the particular link, alter the display to present at least a particular location on the at least one electronic whiteboard containing a particular asset designation corresponding to the particular asset, wherein the particular location includes a cluster of additional asset designations related to the particular asset, and the presentation of at least the particular location is a zoomed-in rendering of the particular location on the at least one electronic whiteboard; receive a selection of at least one of the additional asset designations or the particular asset designation; in response to the selection, retrieve a corresponding asset; cause the corresponding asset to be presented on the display; receive at least one item to be uploaded from an entity to the at least one electronic whiteboard; perform at least one recognition process on the at least one item to be uploaded; and provide the entity with an interface based on the at least one recognition process, wherein the interface is configured to enable the entity to edit the at least one item prior to storage in the at least one electronic whiteboard.",
    "2. The system of claim 1, wherein the particular asset is a digital file, including at least one of a text, video, audio, image, design, document, tabular, an image file, a video file, a drawing file, a graphic file, a presentation file, a project management file, or a web page.",
    "3. The system of claim 1, wherein the cluster of additional asset designations is based on at least one of an author, owner, project, item, subject matter, team, file type, deadline, status, metadata, label, budget, or data source.",
    "4. The system of claim 1, wherein at least one of the additional asset designations of the cluster is associated with a differing asset from the particular asset.",
    "5. The system of claim 1, wherein at least one of the additional asset designations of the cluster is activatable to access information of another table.",
    "6. The system of claim 1, wherein the at least one processor is further configured to receive an alteration to the presented corresponding asset, wherein the alteration causes sending a notification to an entity associated with the presented corresponding asset.",
    "7. The system of claim 1, wherein the at least one processor is further configured to receive an alteration to the presented corresponding asset, and wherein the alteration to the presented corresponding asset causes the presented corresponding asset to be associated with another cluster of the at least one electronic whiteboard.",
    "8. The system of claim 1, wherein the at least one processor is further configured to receive an alteration to the presented corresponding asset, and wherein the alteration to the presented corresponding asset causes a simultaneous change to the at least one table and the at least one electronic whiteboard.",
    "9. The system of claim 1, wherein the at least one processor is further configured to: receive a preselection of at least one of the additional asset designations or the particular asset designation; in response to the preselection, cause metadata corresponding to the preselected asset designation to be presented on the display.",
    "10. The system of claim 9, wherein receiving the preselection includes receiving an indication that a cursor in a user interface is hovering over at least one of the additional asset designations or the particular asset designation.",
    "11. The system of claim 1, wherein the at least one item is associated with one or more entities and stored in a collective data store shared among the one or more entities.",
    "12. The system of claim 1, wherein the at least one recognition process includes scanning the at least one item to identify at least one of an author, owner, project, subject matter, team, file type, deadline, status, metadata, label, budget, or data source.",
    "13. The system of claim 1, wherein the particular location includes at least one additional cluster of additional asset designations related to the cluster, and an association between the cluster and the at least one additional cluster is indicated by at least one of proximity or color coding.",
    "14. A non-transitory computer readable medium containing instructions that when executed by at least one processor, cause the at least one processor to perform operations for workflow management having an integrated unified filing engine, the operations comprising: maintaining at least one table of the workflow management system, the at least one table containing a plurality of items and a plurality of asset designations, each asset designation being associated with at least one of the plurality of items; maintaining at least one electronic whiteboard containing at least a subset of the plurality of asset designations; maintaining a data structure containing a plurality of links, wherein each link associates at least one of the subsets of asset designations with at least one location on the at least one electronic whiteboard; receiving via a network access device having a display presenting the at least one table, an activation of a particular link associated with a particular asset; in response to the activation of the particular link, altering the display to present at least a particular location on the at least one whiteboard containing a particular asset designation corresponding to the particular asset, wherein the particular location includes a cluster of additional asset designations related to the particular asset, and the presentation of at least the particular location is a zoomed-in rendering of the particular location on the at least one electronic whiteboard; receiving a selection of at least one of the additional asset designations or the particular asset designation; in response to the selection, retrieving a corresponding asset; causing the corresponding asset to be presented on the display; receiving at least one item to be uploaded from an entity to the at least one electronic whiteboard; performing at least one recognition process on the at least one item to be uploaded; and providing the entity with an interface based on the at least one recognition process, wherein the interface is configured to enable the entity to edit the at least one item prior to storage in the at least one electronic whiteboard.",
    "15. The non-transitory computer readable medium of claim 14, wherein the particular asset is a digital file, including at least one of a text, video, audio, image, design, document, tabular, an image file, a video file, a drawing file, a graphic file, a presentation file, a project management file, or a web page.",
    "16. The non-transitory computer readable medium of claim 14, wherein the cluster of additional asset designations is based on at least one of an author, owner, project, item, subject matter, team, file type, deadline, status, metadata, label, budget, or data source.",
    "17. The non-transitory computer readable medium of claim 14, wherein at least one of the additional asset designations of the cluster is associated with a differing asset from the particular asset.",
    "18. The non-transitory computer readable medium of claim 14, wherein at least one of the additional asset designations of the cluster is activatable to access information of another table.",
    "19. The non-transitory computer readable medium of claim 14, wherein the operations further comprise receiving an alteration to the presented corresponding asset, and wherein the alteration causes sending a notification to an entity associated with the presented corresponding asset.",
    "20. The non-transitory computer readable medium of claim 14, wherein the operations further comprise receiving an alteration to the presented corresponding asset, and wherein the alteration to the presented corresponding asset causes the presented corresponding asset to be associated with another cluster of the at least one electronic whiteboard.",
    "21. The non-transitory computer readable medium of claim 14, wherein the operations further comprise receiving an alteration to the presented corresponding asset, and wherein the alteration to the presented corresponding asset causes a simultaneous change to the at least one table and the at least one electronic whiteboard.",
    "22. A method for workflow management having an integrated unified filing engine, the method comprising: maintaining at least one table of the workflow management system, the at least one table containing a plurality of items and a plurality of asset designations, each asset designation being associated with at least one of the plurality of items; maintaining at least one electronic whiteboard containing at least a subset of the plurality of asset designations; maintaining a data structure containing a plurality of links, wherein each link associates at least one of the subsets of asset designations with at least one location on the at least one electronic whiteboard; receiving via a network access device having a display presenting the at least one table, an activation of a particular link associated with a particular asset; in response to the activation of the particular link, altering the display to present at least a particular location on the at least one electronic whiteboard containing a particular asset designation corresponding to the particular asset, wherein the particular location includes a cluster of additional asset designations related to the particular asset, and the presentation of at least the particular location is a zoomed-in rendering of the particular location on the at least one electronic whiteboard; receiving a selection of at least one of the additional asset designations or the particular asset designation; in response to the selection, retrieving a corresponding asset; causing the corresponding asset to be presented on the display; receiving at least one item to be uploaded from an entity to the at least one electronic whiteboard; performing at least one recognition process on the at least one item to be uploaded; and providing the entity with an interface based on the at least one recognition process, wherein the interface is configured to enable the entity to edit the at least one item prior to storage in the at least one electronic whiteboard.",
    "23. The method of claim 22, wherein the particular asset is a digital file, including at least one of a text, video, audio, image, design, document, tabular, an image file, a video file, a drawing file, a graphic file, a presentation file, a project management file, or a web page.",
    "24. The method of claim 22, wherein the cluster of additional asset designations is based on at least one of an author, owner, project, item, subject matter, team, file type, deadline, status, metadata, label, budget, or data source.",
    "25. The method of claim 22, the method further comprising receiving an alteration to the presented corresponding asset, and wherein the alteration to the presented corresponding asset causes the presented corresponding asset to be associated with another cluster of the at least one electronic whiteboard."
  ],
  "description_excerpt": "The present disclosure relates generally to systems, methods, and computer-readable media for enabling and optimizing workflows in collaborative work systems.\n\nOperation of modern enterprises can be complicated and time consuming. In many cases, managing the operation of a single project requires integration of several employees, departments, and other resources of the entity. To manage the challenging operation, project management software applications may be used. Such software applications allow a user to organize, plan, and manage resources by providing project-related information in order to optimize the time and resources spent on each project. It would be useful to improve these software applications to increase operation management efficiency.\n\nIn many organizations, project management tools may be divided among many different systems with no way (or limited ways) to integrate them. For example, documents, chats, email, calendars, GANTT charts, location tracking, time management, control systems, cost management, capacity management, CRMs, process/order/delivery scheduling, and other functions of an organization may be confined to non-integrated standalone systems or systems that are only partially integrated. It would be useful to improve these software applications to increase operation management efficiency and overall efficiency of computer systems.\n\nEnterprises of all sizes may deal with the challenges of troubleshooting their automation operations. Associated tasks may be complicated and time consuming.",
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  "assignees": [
    "Monday com Ltd"
  ],
  "inventors": [
    "Roy Mann",
    "Stav LEVI",
    "Etay Liberman",
    "Sarit BARTOV"
  ],
  "filing_date": "2021-04-28",
  "publication_date": "2022-11-15",
  "grant_date": "2022-11-15",
  "priority_date": "2020-05-01",
  "application_number": "US-202117242452-A",
  "family_id": "78292212",
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