CONTEXT DRIVEN TASK CREATION AND MANAGEMENT

• US 20160071064A1
• Filed: 09/06/2014
• Published: 03/10/2016
• Est. Priority Date: 09/06/2014
• Status: Abandoned Application

• Current Assignee: Sugarcrm Incorporated
• Original Assignee: Sugarcrm Incorporated
• Inventors: Itani, Majed, Kolegayev, Dmitriy
• Application Number:
  US14/479,295
• Publication Number:
  US 20160071064A1
• Time in Patent Office: Days
• US Class Current: 1/1
• CPC Class Codes: G06Q 10/1093 Calendar-based scheduling for persons or groups

Abstract

Embodiments of the invention provide a method, system and computer program product for the contextually driven creation and management of tasks in a calendaring and scheduling (C&S) application. In an embodiment of the invention, a method of contextually driven creation and management of tasks in a C&S application is provided. The method includes detecting an action in a C&S application, such as the receipt of a message or the completion of a task already existing in the C&S application. The method also includes determining a context for the action and identifying a set of rules each matching the determined context and also selecting a rule as a highest priority rule amongst the set of rules. Finally, the method includes applying the selected rule to create a task in the C&S application.

Claims

1. A method of contextually driven creation and management of tasks in a calendaring and scheduling (C&

S) application comprising;

detecting an action in a C&

S application executing in memory of a computing system;

determining a context for the action;

identifying a set of rules each matching the determined context and selecting a rule as a highest priority rule amongst the set of rules; and

,

applying the selected rule to create a task in the C&

S application.

2. The method of claim 1, wherein the action is a receipt of a message.

3. The method of claim 1, wherein the action is a completion of a task already existing in the C&

S application.

4. The method of claim 2, wherein the context is a sender of the message.

5. The method of claim 2, wherein the context is a keyword present in the message.

6. The method of claim 1, wherein the rule specifies a creation of the task in the C&

S application in response to the occurrence of the action with the determined context.

7. The method of claim 1, wherein a rule in the set of rules is promoted to a higher priority responsive to a determination of a threshold number of tasks created by the rule having been completed by one or more end users of the C&

S application.

8. The method of claim 1, wherein the C&

S application is included as part of a customer relationship management (CRM) system.

9. A calendaring and scheduling (C&

S) data processing system comprising;

a server computing system comprising at least one computer with memory and at least one processor and coupled to different client computers over a computer communications network;

a customer relationship management (CRM) application executing in the server computing system and storing tasks in a data store coupled to the server computing system; and

,

a task creation and management module executing in the memory of the server computing system, the module comprising program code enabled to detect an action in the CRM application, to determine a context for the action, to identify a set of rules each matching the determined context, to select a rule as a highest priority rule amongst the set of rules, and to apply the selected rule to create a task in the CRM application.

10. The system of claim 9, wherein the action is a receipt of a message.

11. The system of claim 9, wherein the action is a completion of a task already existing in the CRM application.

12. The system of claim 10, wherein the context is a sender of the message.

13. The system of claim 10, wherein the context is a keyword present in the message.

14. The system of claim 10, wherein the rule specifies a creation of the task in the CRM application in response to the occurrence of the action with the determined context.

15. The system of claim 9, wherein a rule in the set of rules is promoted to a higher priority responsive to a determination of a threshold number of tasks created by the rule having been completed by one or more end users of the CRM application.

16. A computer program product for contextually driven creation and management of tasks in a calendaring and scheduling (C&

S) application, the computer program product comprising;

a computer readable storage medium having computer readable program code embodied therewith, the computer readable program code comprising;

computer readable program code for detecting an action in a C&

S application executing in memory of a computing system;

computer readable program code for determining a context for the action;

computer readable program code for identifying a set of rules each matching the determined context and selecting a rule as a highest priority rule amongst the set of rules; and

,

computer readable program code for applying the selected rule to create a task in the C&

S application.

17. The computer program product of claim 16, wherein the action is a receipt of a message.

18. The computer program product of claim 16, wherein the action is a completion of a task already existing in the C&

S application.

19. The computer program product of claim 17, wherein the context is a sender of the message.

20. The computer program product of claim 17, wherein the context is a keyword present in the message.

21. The computer program product of claim 16, wherein the rule specifies a creation of the task in the C&

S application in response to the occurrence of the action with the determined context.

22. The computer program product of claim 16, wherein a rule in the set of rules is promoted to a higher priority responsive to a determination of a threshold number of tasks created by the rule having been completed by one or more end users of the C&

S application.

23. The computer program product of claim 16, wherein the C&

S application is included as part of a customer relationship management (CRM) system.