US 12,346,881 B2
Systems and methods to characterize work unit records of a collaboration environment based on stages within a workflow
Lili Jiang Rachowin, San Francisco, CA (US); Eric Seth Pelz, San Francisco, CA (US); Micah Hanan Fenner, San Francisco, CA (US); John Joseph Welsh, San Francisco, CA (US); Michael Shengyang Chen, San Francisco, CA (US); Ariel Janover, Brooklyn, NY (US); Louis Benjamin Lafair, Berkeley, CA (US); Alexander Thomas Ryan, San Francisco, CA (US); and Shirley Yang, San Francisco, CA (US)
Assigned to Asana, Inc., San Francisco, CA (US)
Filed by Asana, Inc., San Francisco, CA (US)
Filed on Apr. 23, 2024, as Appl. No. 18/643,127.
Application 18/643,127 is a continuation of application No. 17/731,923, filed on Apr. 28, 2022, granted, now 12,051,045.
Prior Publication US 2024/0273469 A1, Aug. 15, 2024
This patent is subject to a terminal disclaimer.
Int. Cl. G06Q 30/00 (2023.01); G06F 3/0482 (2013.01); G06Q 10/0633 (2023.01); G06Q 10/10 (2023.01)
CPC G06Q 10/103 (2013.01) [G06F 3/0482 (2013.01); G06Q 10/0633 (2013.01)] 14 Claims
OG exemplary drawing
 
1. A system configured to characterize a work unit record of a collaboration environment based on stages within a workflow and provide navigation functionality between a graphical user interface page for the work unit record and a graphical user interface page for the workflow, 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 a user with the collaboration environment, the user interacting with the collaboration environment via a remotely located client computing platform communicating with the server over a network connection, the environment state information including a work unit record for a unit of work managed, created, and/or assigned within the collaboration environment, the work unit record including a current stage value of a stage parameter characterizing stage of the work unit record within a workflow;
manage, by the server, workflow information characterizing the workflow, the workflow information comprising:
a set of stages, the set of stages including a first stage associated with a first stage value of the stage parameter, and a second stage associated with a second stage value of the stage parameter;
progression information specifying an order of progression through the set of stages, the order defining progress from the first stage to the second stage; and
rule information including first rules that apply at the first stage, and second rules that apply at the second stage, wherein the rule information includes automation information, the automation information including a first set of automated actions to carry out in response to a first trigger event, and a second set of automated actions to carry out in response to a second trigger event, and wherein the first trigger event includes specification of the first stage value of the stage parameter, and the second trigger event includes specification of the second stage value of the stage parameter;
establish the network connection between the remotely located client computing platform and the server;
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 a graphical user interface work page for the work unit record within a graphical user interface of the collaboration environment, the graphical user interface work page including a user interface element displaying the current stage value of the stage parameter included in the work unit record, wherein the user interface element is selectable to cause the graphical user interface to navigate from the graphical user interface work page to a graphical user interface workflow page for the workflow;
responsive to obtaining user input information conveying user input into the graphical user interface including selection of the user interface element, cause the graphical user interface to navigate from the graphical user interface work page to the graphical user interface workflow page;
responsive to the current stage value being the first stage value because the work unit record is at the first stage, select and apply the first rules to the work unit record; and
responsive to the current stage value being the second stage value because the work unit record is at the second stage, select and apply the second rules to the work unit record.