COMPUTER IMPLEMENTED METHODS AND APPARATUS FOR UNIVERSAL TASK MANAGEMENT

• US 20140081685A1
• Filed: 09/13/2013
• Published: 03/20/2014
• Est. Priority Date: 09/17/2012
• Status: Abandoned Application

• Current Assignee: Salesforce.com, Inc.
• Original Assignee: Salesforce.com, Inc.
• Inventors: Thacker, Kshama, Goldstein, Scott
• Application Number:
  US14/026,451
• Publication Number:
  US 20140081685A1
• Time in Patent Office: Days
• US Class Current: 705/7.12
• CPC Class Codes: G06F 16/2379 Updates performed during online database operations; commit processing
• CPC Class Codes: G06F 16/245 Query processing
• CPC Class Codes: G06F 16/258 Data format conversion from or to a database
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/0631 Resource planning, allocation, distributing or scheduling for enterprises or organisations

Abstract

Disclosed are methods, apparatus, systems, and computer readable storage media for providing task information at a user interface. A request to retrieve task information regarding a plurality of task objects from one or more task management data sources is received, and communication with the one or more task management data sources is authorized. Task information associated with each task object from the one or more task management data sources is received, and task information associated with at least one of the task objects as corresponding to data stored or configured to be stored in one or more data objects in the database system is identified. The task is exposed to the user interface.

Claims

1. A computer implemented method for providing task information at a user interface, the method comprising:

receiving, at a computing device, a request to retrieve task information regarding a plurality of task objects from one or more task management data sources;

authorizing communication with each of the one or more task management data sources;

receiving, from the one or more task management data sources, task information associated with each task object;

identifying task information associated with at least one of the task objects as corresponding to data stored or configured to be stored in one or more data objects in a database system;

exposing the at least one task object to the user interface, the user interface being operable to display a graphical representation of the at least one task object, the graphical representation including the identified task information linked to the data stored or configured to be stored in the one or more data objects.

2. The method of claim 1, wherein the data objects are customer relationship management (CRM) objects.

3. The method of claim 1, wherein the task information associated with each task object includes one or more metadata fields associated with each task object.

4. The method of claim 3, wherein identifying the task information associated with at least one of the tasks comprises:

analyzing a metadata field;

determining that the metadata field is related to the data stored or configured to be stored in the one or more data objects; and

establishing a correspondence between the metadata field and the data.

5. The method of claim 3, wherein the metadata fields include an identifier (ID), a name, a status, and a source.

6. The method of claim 1, further comprising:

storing the identified task information in a persistable object in the database system.

7. The method of claim 6, further comprising:

receiving a modification of the identified task information; and

updating the persistable object to reflect the modification.

8. The method of claim 7, further comprising:

updating the task object in the task management data source to reflect the modification.

9. The method of claim 8, further comprising:

creating a feed item associated with the update to the task object; and

providing the feed item in an information feed.

10. The method of claim 1, further comprising:

creating a new task object; and

identifying task information associated with the new task object as corresponding to data stored in one or more data objects in the database system, wherein the data stored or configured to be stored in the one or more data objects is linked to the identified task information.

11. The method of claim 10, further comprising:

transmitting the new task object to the one or more task management data sources.

12. The method of claim 1, wherein authorizing communication with each task management data source comprises:

receiving access credentials;

determining whether the access credentials satisfy one or more parameters for accessing the task management data source; and

accessing the task management data source.

13. One or more computing devices for providing task information at a user interface, the one or more computing devices comprising:

one or more processors configured to execute one or more instructions to;

receive a request to retrieve task information regarding a plurality of task objects from one or more task management data sources;

authorize communication with each of the one or more task management data sources;

receive, from the one or more task management data sources, task information associated with each task object;

identify task information associated with at least one of the task objects as corresponding to data stored or configured to be stored in one or more data objects in a database system;

expose the at least one task object to the user interface, the user interface being operable to display a graphical representation of the at least one task object, the graphical representation including the identified task information linked to the data stored or configured to be stored in the one or more data objects.

14. The one or more computing devices of claim 13, wherein the data objects are customer relationship management (CRM) objects.

15. The one or more computing devices of claim 13, wherein the task information associated with each task object includes one or more metadata fields associated with each task object.

16. The one or more computing devices of claim 15, wherein the one or more processors configured to identify task information associated with at least one of the task objects comprises instructions to:

analyze a metadata field;

determine that the metadata field is related to data stored or configured to be stored in the one or more data objects; and

establish a correspondence between the metadata field and the data.

17. The one or more computing devices of claim 13, wherein the one or more processors are configured to execute one or more instructions to:

store the identified task information in a persistable object in the database system.

18. The one or more computing devices of claim 17, wherein the one or more processors are configured to execute one or more instructions to:

receive a modification of the identified task information; and

update the persistable object to reflect the modification.

19. A non-transitory tangible computer-readable storage medium storing instructions executable by a computing device to perform a method for providing task information at a user interface, the method comprising:

receiving, at a computing device, a request to retrieve task information regarding a plurality of task objects from one or more task management data sources;

authorizing communication with each of the one or more task management data sources;

receiving, from the one or more task management data sources, task information associated with each task object;

identifying task information associated with at least one of the task objects as corresponding to data stored or configured to be stored in one or more data objects in the database system;

exposing the at least one task object to the user interface, the user interface being operable to display a graphical representation of the at least one task object, the graphical representation including the identified task information linked to the data stored or configured to be stored in the one or more data objects.

20. The non-transistory computer-readable storage medium of claim 19, wherein the data objects are customer relationship management (CRM) objects.