Methods and systems for linking tasks to workflow

• US 20020188597A1
• Filed: 06/07/2002
• Published: 12/12/2002
• Est. Priority Date: 09/01/2000
• Status: Abandoned Application

• Current Assignee: Borland Software Corporation (Open Text Corporation)
• Original Assignee: Borland Software Corporation (Open Text Corporation)
• Inventors: Okrugin, Mikhail, Kern, Jonathan
• Application Number:
  US10/165,405
• Publication Number:
  US 20020188597A1
• Time in Patent Office: Days
• US Class Current: 707/1
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 30/06 Buying, selling or leasing transactions

Abstract

Methods and systems consistent with the present invention allow a user to generate a plan from the workflow that reflects an instance of a process and create a link from the plan to the workflow. Moreover, methods and systems consistent with the present invention allow a user to create a link from a task of the plan to an activity of the workflow.

Claims

1. A method in a data processing system having a workflow that models a process, the method comprising the steps of:

generating a plan from the workflow that reflects an instance of the process; and

creating a link from the plan to the workflow.

2. The method of claim 1, further comprising the step of storing the link with the plan.

3. The method of claim 1, further comprising the steps of:

receiving an indication of a change to the workflow; and

changing the plan according to the change to the workflow.

4. The method of claim 1, further comprising the steps of:

receiving an indication of a change to the workflow;

determining whether an indication to change the plan is received; and

if the indication to change the plan is received, changing the plan according to the change to the workflow.

5. The method of claim 1, wherein the workflow comprises an activity, and wherein the step of generating the plan comprises the steps of:

generating a task; and

creating a task link from the task to the activity.

6. The method of claim 5, further comprising the step of storing the task link with the task.

7. The method of claim 5, further comprising the steps of:

receiving an indication to add an additional activity to the workflow;

generating an additional task from the additional activity; and

creating an additional task link from the additional task to the additional activity.

8. The method of claim 1, wherein the workflow comprises a plurality of activities, and wherein the step of generating the plan comprises the steps of:

for each of the plurality of activities,

generating a task; and

creating a task link from the task to the activity.

9. The method of claim 8, further comprising the step of, for each of the plurality of activities, storing the task link with the corresponding task.

10. The method of claim 8 further comprising the steps of:

receiving an indication to remove a selected one of the plurality of activities from the workflow;

removing the selected activity from the workflow;

removing the task corresponding to the selected activity; and

removing the task link from the task to the selected activity.

11. The method of claim 8, further comprising the step of displaying a graphical representation of the workflow.

12. The method of claim 11, wherein the graphical representation comprises a flow diagram.

13. The method of claim 8, further comprising the step of displaying a temporal representation of the plan.

14. The method of claim 13, wherein the temporal representation comprises a Gantt chart.

15. The method of claim 13, further comprising the steps of:

receiving an indication to add a non-process related task to the plan;

adding the non-process related task to the plan; and

displaying the revised plan.

16. The method of claim 15, further comprising the steps of:

receiving a selection of one of the non-process related task and the plurality of tasks;

determining whether the selected task is the non-process related task; and

if it is determined that the selected task is the non-process related task, displaying a message indicating that the selected task is the non-process related task.

17. The method of claim 13, further comprising the step of displaying a graphical representation of the workflow.

18. The method of claim 17, further comprising the steps of:

receiving an indication of a selected one of the plurality of tasks;

displaying the selected task in a visually distinct manner; and

displaying the corresponding selected activity in a visually distinct manner.

20. The method of claim 19, further comprising the step of storing the link with the task.

21. The method of claim 19, further comprising the steps of:

receiving an indication to add an additional activity to the workflow;

generating an additional task from the additional activity; and

creating an additional task link from the additional task to the additional activity.

19. A method in a data processing system having a workflow including an activity, the method comprising the steps of:

generating a task from the activity; and

creating a link from the task to the activity.

22. A method in a data processing system having a workflow comprising a plurality of activities, wherein a logic one of the plurality of activities has a condition, the method comprising the steps of:

creating a plan from the workflow, wherein the step of creating the plan comprises the steps of;

creating a logic task from the logic activity;

creating a logic link from the logic task to the logic activity;

creating a default task from a default one of the plurality of activities; and

creating a default link from the default task to the default activity;

receiving an indication to activate the plan;

activating the plan; and

monitoring the activated plan, wherein the step of monitoring the activated plan comprises the steps of;

determining whether the condition is met; and

when it is determined that the condition is met,

creating a non-default task from a non-default one of the plurality of activities;

creating a non-default link from the non-default task to the non-default activity; and

replacing the default task with the non-default task.

23. The method of claim 22, further comprising the step of creating a link from the plan to the workflow.

24. The method of claim 22, further comprising the step of displaying a graphical representation of the workflow.

25. The method of claim 24, wherein the graphical representation comprises a flow diagram.

26. The method of claim 24, further comprising the step of displaying a temporal representation of the plan.

27. The method of claim 26, wherein the temporal representation comprises a Gantt chart.

28. The method of claim 26, wherein if it is determined that the condition is met, the method further comprises the step of modifying the temporal representation of the plan to reflect the replacement of the non-default task.

30. The computer-readable medium of claim 29, wherein the method further comprises the step of storing the link with the plan.

31. The computer-readable medium of claim 29, wherein the method further comprises the steps of:

receiving an indication of a change to the workflow; and

changing the plan according to the change to the workflow.

32. The computer-readable medium of claim 29, wherein the method further comprises the steps of:

receiving an indication of a change to the workflow;

determining whether an indication to change the plan is received; and

if the indication to change the plan is received, changing the plan according to the change to the workflow.

33. The computer-readable medium of claim 29, wherein the workflow comprises an activity, and wherein the step of generating the plan comprises the steps of:

generating a task; and

creating a task link from the task to the activity.

34. The computer-readable medium of claim 33, wherein the method further comprises the step of storing the task link with the task.

35. The computer-readable medium of claim 33, wherein the method further comprises the steps of:

receiving an indication to add an additional activity to the workflow;

generating an additional task from the additional activity; and

creating an additional task link from the additional task to the additional activity.

36. The computer-readable medium of claim 29, wherein the workflow comprises a plurality of activities, and wherein the step of generating the plan comprises the steps of:

for each of the plurality of activities,

generating a task; and

creating a task link from the task to the activity.

37. The computer-readable medium of claim 36, wherein the method further comprises the step of, for each of the plurality of activities, storing the task link with the corresponding task.

38. The computer-readable medium of claim 36, wherein the method further comprises the steps of:

receiving an indication to remove a selected one of the plurality of activities from the workflow;

removing the selected activity from the workflow;

removing the task corresponding to the selected activity; and

removing the task link from the task to the selected activity.

39. The computer-readable medium of claim 36, wherein the method further comprises the step of displaying a graphical representation of the workflow.

40. The computer-readable medium of claim 39, wherein the graphical representation comprises a flow diagram.

41. The computer-readable medium of claim 36, wherein the method further comprises the step of displaying a temporal representation of the plan.

42. The computer-readable medium of claim 41, wherein the temporal representation comprises a Gantt chart.

43. The computer-readable medium of claim 41, wherein the method further comprises the steps of:

receiving an indication to add a non-process related task to the plan;

adding the non-process related task to the plan; and

displaying the revised plan.

44. The computer-readable medium of claim 43, wherein the method further comprises the steps of:

receiving a selection of one of the non-process related task and the plurality of tasks;

determining whether the selected task is the non-process related task; and

if it is determined that the selected task is the non-process related task, displaying a message indicating that the selected task is the non-process related task.

45. The computer-readable medium of claim 41, wherein the method further comprises the step of displaying a graphical representation of the workflow.

46. The computer-readable medium of claim 45, wherein the method further comprises the steps of:

receiving an indication of a selected one of the plurality of tasks;

displaying the selected task in a visually distinct manner; and

displaying the corresponding selected activity in a visually distinct manner.

48. The computer-readable medium of claim 47, wherein the method further comprises the step of storing the link with the task.

49. The computer-readable medium of claim 47, wherein the method further comprises the steps of:

receiving an indication to add an additional activity to the workflow;

generating an additional task from the additional activity; and

creating an additional task link from the additional task to the additional activity.

29. A computer-readable medium containing instructions for controlling a data processing system to perform a method, the data processing system has a workflow that models a process, the method comprising the steps of:

generating a plan from the workflow that reflects an instance of the process; and

creating a link from the plan to the workflow.

47. A computer-readable medium containing instructions for controlling a data processing system to perform a method, the data processing system has a workflow including an activity, the method comprising the steps of:

generating a task from the activity; and

creating a link from the task to the activity.

50. A computer-readable medium containing instructions for controlling a data processing system to perform a method, the data processing system has a workflow comprising a plurality of activities, wherein a logic one of the plurality of activities has a condition, the method comprising the steps of:

creating a plan from the workflow, wherein the step of creating the plan comprises the steps of;

creating a logic task from the logic activity;

creating a logic link from the logic task to the logic activity;

creating a default task from a default one of the plurality of activities; and

creating a default link from the default task to the default activity;

receiving an indication to activate the plan;

activating the plan; and

monitoring the activated plan, wherein the step of monitoring the activated plan comprises the steps of;

determining whether the condition is met; and

when it is determined that the condition is met,

creating a non-default task from a non-default one of the plurality of activities;

creating a non-default link from the non-default task to the non-default activity; and

replacing the default task with the non-default task.

51. The computer-readable medium of claim 50, wherein the method further comprises the step of creating a link from the plan to the workflow.

52. The computer-readable medium of claim 50, wherein the method further comprises the step of displaying a graphical representation of the workflow.

53. The computer-readable medium of claim 52, wherein the graphical representation comprises a flow diagram.

54. The computer-readable medium of claim 52, wherein the method further comprises the step of displaying a temporal representation of the plan.

55. The computer-readable medium of claim 54, wherein the temporal representation comprises a Gantt chart.

56. The computer-readable medium of claim 54, wherein, if it is determined that the condition is met, the method further comprises the step of modifying the temporal representation of the plan to reflect the replacement of the non-default task.

58. The data processing system of claim 57, wherein the program further creates a link from the plan to the workflow.

59. The data processing system of claim 57, wherein, for each of the plurality of activities, the program further stores the task link with the corresponding task.

60. The data processing system of claim 57, wherein the program further displays a graphical representation of the workflow.

61. The data processing system of claim 60, wherein the program further displays a temporal representation of the plan.

62. The data processing system of claim 61, wherein the program further receives an indication to add a non-process related task to the plan, adds the non-process related task to the plan, and displays the revised plan.

63. The data processing system of claim 62, wherein the program further receives a selection of one of the non-process related task and the plurality of tasks, determines whether the selected task is the non-process related task, and if it is determined that the selected task is the non-process related task, the program displays a message indicating that the selected task is the non-process related task.

64. The data processing system of claim 62, wherein the program further receives an indication of a selected one of the plurality of tasks, displays the selected task in a visually distinct manner, and displays the corresponding selected activity in a visually distinct manner.

57. A data processing system comprising:

a secondary storage device further comprising a workflow including a plurality of activities;

a memory device further comprising a program that, for each of the plurality of activities, generates a task and creates a task link from the task to the activity; and

a processor for running the program.

65. A system having a workflow that models a process, comprising:

means for generating a plan from the workflow that reflects an instance of the process; and

means for creating a link from the plan to the workflow.