Opportunity tracking information system
First Claim
Patent Images
1. A computer-implemented method for managing tasks, the method comprising steps of:
- accessing a first server from a client;
retrieving by the first server status information associated with tasks stored on a database for display to the client;
receiving an instruction for managing the tasks;
responsive to the instruction received, generating updates to the status information; and
providing the status information as updated for display at the client.
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Abstract
A communication network system includes a plurality of client computers communicatively coupled to a network, which in turn is coupled to one or more server computers and at least one database. A method for reviewing and tracking workflow tasks, anomalies and other information using the system provides real-time access of the status of tasks and projects on a continuing basis. Individuals interact with the system to provide updates to the status of tasks. The system automatically escalates the completion of an overdue task or anomaly that has failed to be completed within a predetermined time period.
84 Citations
42 Claims
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1. A computer-implemented method for managing tasks, the method comprising steps of:
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accessing a first server from a client;
retrieving by the first server status information associated with tasks stored on a database for display to the client;
receiving an instruction for managing the tasks;
responsive to the instruction received, generating updates to the status information; and
providing the status information as updated for display at the client. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31)
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16. A method for integrating status information with updated information, the method comprising the steps of:
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accessing an account in response to an instruction received from a user;
receiving the status information associated with the account from a database;
receiving the updated information for modifying the status information from the user; and
forming a combined presentation of the status information modified by the updated information, wherein the combined presentation includes a representation of the status information received from the database and a representation of the updated information.
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32. A computer-implemented method for tracking work flow information, the method comprising the steps of:
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accessing an account on a server from a client by a user;
displaying the work flow information in response to accessing the account according to the position of the user;
modifying the information with updates; and
storing the information modified to the database. - View Dependent Claims (33, 34, 35, 36, 37, 38)
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39. A system for tracking status information, comprising:
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a server for accessing an account in response to an instruction received from a client device communicatively coupled to the server;
coupled to the server, a database for providing the status information associated with the account based on the instruction received;
a module for maintaining a copy of the status information on the server; and
a module for forming a combined presentation of the copy of status information and updates provided by the client device.
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40. A computer program product for deriving services through one or more accounts from a database, the computer program product stored on a computer readable medium, and adapted to perform the operations of:
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accessing the accounts at a server in response to user instructions received;
the server extracting status information from the databases for a plurality of tasks associated with the online account;
updating the status information based on the user instructions; and
storing the status information updated on the databases.
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42. A program product for tracking completion of tasks from at least one account, the program product stored on a computer readable medium and adapted to perform the operations of:
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accessing the account through sign-on over a first server;
responsive to user input, selecting particular ones of the tasks for viewing status information corresponding thereto;
providing updates for the status information, the updates related to completion of the particular ones of the tasks; and
storing the updates for the status information to the online account.
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Specification