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

Patent metadata

Field	Value
Publication number	US-11501255-B2
Application number	US-202117242452-A
Country	US
Kind code	B2
Filing date	Apr 28, 2021
Priority date	May 1, 2020
Publication date	Nov 15, 2022
Grant date	Nov 15, 2022

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.

First claim

What is claimed is:

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

Assignees

• Monday Com Ltd

Inventors

• Mann Roy
• Levi Stav
• Liberman Etay
• Bartov Sarit

Classifications

• G06F40/18 Primary

  of spreadsheets (form-filling G06F40/174) · CPC title

• G06Q10/103 Primary

  Workflow collaboration or project management · CPC title

• G06T11/26

  Drawing of charts or graphs · CPC title

• G06F18/22

  Matching criteria, e.g. proximity measures · CPC title

• G06F9/542

  Event management; Broadcasting; Multicasting; Notifications · CPC title