Message-based system having embedded information management capabilities

• US 7,089,287 B2
• Filed: 01/16/2002
• Issued: 08/08/2006
• Est. Priority Date: 01/16/2002
• Status: Expired due to Term

• Current Assignee: III Holdings 6, LLC (Intellectual Ventures LLC)
• Original Assignee: Xerox Corporation (Xerox Holdings Corp.)
• Inventors: Howard, Mark A., Ducheneaut, Nicolas B., Neuwirth, Christine M., Burton, Richard R., Bellotti, Victoria M., Smith, Ian E.
• Primary Examiner(s): PWU, JEFFREY C
• Application Number:
  US10/046,581
• Publication Number:
  US 20030135659A1
• Time in Patent Office: 1,665 Days
• Field of Search: 709/201, 709/212, 709/228, 709/242, 709/244, 709204-206, 709/217, 709/219, 707/10, 707/203, 707/204, 713/201, 715/738, 345/619
• US Class Current: 709/206
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 10/107 Computer-aided management of electronic mailing [e-mailing]

Abstract

A method and a system for managing and tracking information items within a message-based system on a user system are disclosed. The message-based system has a viewer. A thrask is generated. The thrask includes at least one information item having a set of metadata. A new information is sorted into the thrask in accordance with at least one criterion. The thrask and at least one of the metadata of one of the information items in the thrask are displayed in the viewer.

Claims

1. A method for managing and tracking information items within a message-based system on a user system, the message-based system having a viewer, the method comprising the operations of:

(a) generating a thrask, the thrask comprising a collection that associates a plurality of information items, at least one information item in the plurality of information items having a first set of metadata, the collection capable of associating a document information item and a message information item;

(b) sorting a new information item into the thrask in accordance with at least one criterion responsive to the first set of metadata, the new information item having a second set of metadata; and

(c) displaying, in the viewer, the thrask and at least one displayed metadataum selected from the first set of metadata or the second set of metadata.

2. The method of claim 1 further comprising the operation of:

(d) updating at least one of the metadata in the first set of metadata.

3. The method of claim 1, wherein operations (a), (b) and (c) are embedded in the message-based system.

4. The method of claim 1, wherein the new information item is a new message.

5. The method of claim 1, wherein the new information item is a new document, and wherein the new document is attached to a new message, is stored on the user system or is accessible by the user system over a network.

6. The method of claim 1, wherein the first set of metadata comprises task-related information.

7. The method of claim 6, wherein the task-related information comprises a deadline.

8. The method of claim 6, wherein the task-related information comprises a specified date and wherein operation (c) further comprises displaying a notification when the specified date arrives.

9. The method of claim 8, wherein operation (c) further comprises displaying a dialog box configured to receive a response.

10. The method of claim 1, wherein the first set of metadata includes a first specified date, the second set of metadata includes a second specified date, and wherein operation (c) further comprises determining a nearest specified date responsive to the first and second specified dates, and displaying an indicator responsive to the nearest specified date.

11. The method of claim 10, wherein the indicator changes in appearance as the nearest specified date gets closer.

12. The method of claim 1, wherein operation (a) is performed in response to a user action performed on an information item.

13. The method of claim 12, wherein the viewer includes a thrask-viewing pane and wherein the user action comprises the action of manually dragging the at least one information item into the thrask-viewing pane.

14. The method of claim 1, wherein operation (a) comprises automatically generating a new thrask when a predetermined criterion is satisfied.

15. The method of claim 1, wherein the new information item is a new message, the at least one information item is a prior message, and the at least one criterion is that the new message is a response to the prior message.

16. The method of claim 1, wherein operation (b) is performed in response to a user action, the user action including the action of manually dragging the new information item into a visual, display of the thrask.

17. The method of claim 1, wherein the viewer comprises a thrask-viewing pane and an item list pane, and wherein operation (c) further comprises displaying the thrask in the thrask-viewing pane and displaying the at least one displayed metadataum in the item list pane.

18. The method of claim 1, wherein the viewer further comprises a content viewing pane and wherein operation (c) further comprises displaying in the content viewing pane the content of one of the plurality of information items.

19. The method of claim 1, wherein operation (c) further comprises displaying a mark indicating an obligation associated with one of the plurality of information items.

20. The method of claim 1, wherein operation (c) further comprises displaying a group of marks indicating obligations associated with the thrask, the group of marks corresponding to two or more of the plurality of information items.

21. The method of claim 20, wherein, a first subset of the group of marks represent obligations of a user and a second subset of the group of marks represent obligations of correspondents of the user.

22. The method of claim 1, wherein the first set of metadata includes one or more of a “

From;

”

entry, a “

To;

”

entry and a “

Cc;

”

entry, and wherein operation (c) further comprises displaying, one or more names that appear in any of the “

From;

”

entry, the “

To;

”

entry or the “

Cc;

”

entry.

23. The method of claim 1, wherein displaying the thrask is responsive to a display condition and wherein operation (c) further comprises determining the thrask display condition responsive to a user-specified date and a deferral option.

24. The method of claim 1, wherein operation (c) further comprises:

determining an information item display condition responsive to a user-specified date and a deferral, option; and

displaying the at least one displayed metadataum responsive to the information item display condition.

50. The method of claim 6, wherein the task-related information comprises a reminder.

25. A system for managing and tracking information items within a message-based system on a user system, the message-based system including a viewer, the system comprising:

(a) a thrask generating module configured to generate a thrask, the thrask comprising a collection that associates a plurality of information items, at least one information item in the plurality of information items having a first set of metadata, the collection capable of associating a document information item and a message information item;

(b) a sorting module configured to sort a new information item into the thrask in accordance with at least one criterion responsive to the first set of metadata, the new information item having a second set of metadata; and

(c) a display module configured to display the thrask and at least one displayed metadataum selected from the first set of metadata or the second set of metadata.

26. The system of claim 25 further comprising:

(d) an updating module configured to update at least one of the metadata in the first set of metadata.

27. The system of claim 25, wherein the thrask-generating module, the sorting modules and the display module are embedded in the message-based system.

28. The system of claim 25, wherein the new information is a new message.

29. The system of claim 25, wherein the new information item is a new document, and wherein the new document is attached to a new message, stored on the user system or is accessible by the user system over a network.

30. The system of claim 25, wherein the first set of metadata comprises task-related information.

31. The system of claim 30, wherein the task-related information comprise a deadline.

32. The system of claim 30, wherein the task-related information comprises a specified date, and wherein the display module is configured to display a notification when the specified date arrives.

33. The system of claim 32, wherein the display module is confirmed to display a dialog box configured to receive a response.

34. The system of claim 25, wherein the first set of metadata includes a first specified date, the second set of metadata includes a second specified date, and wherein the display module further comprises a date-comparison module confirmed to determine a nearest specified date from the first and second specified dates, the display module confirmed to display an indicator responsive to the nearest specified date.

35. The system of claim 34, wherein the indicator changes in appearance as the nearest specified date gets closer.

36. The system of claim 25, wherein the thrask-generating module activates in response to a user action performed on an information item.

37. The system of claim 36, wherein the viewer includes a thrask-viewing pane and wherein the user action comprises the action of manually dragging the at least one information item into the thrask-viewing pane.

38. The system of claim 25, wherein the thrask-generating module is configured to automatically generate a new thrask when a predetermined criterion is satisfied.

39. The system of claim 25, wherein the new information item is a new message, the at least one information item is a prior message, and the at least one criterion is that the new message is a response to the prior message.

40. The system of claim 25, wherein the sorting module activates in response to a user action, the user action including the action of manually dragging the new information item into a visual, display of the thrask.

41. The system of claim 25, wherein the sorting module is further configured to provide a suggestion that the new information item be sorted into the thrask.

42. The system of claim 25, wherein the viewer comprises a thrask-viewing pane and an item list pane, and wherein the display module is further configured to display the thrask in the thrask-viewing pane and to display the at least one displayed metadataum in the item list pane.

43. The system of claim 25, wherein the viewer further comprises a content viewing pane and wherein the display module is configured to display in the content viewing pane the content of one of the plurality of information items.

44. The system of claim 25, wherein the display module is further configured to display a mark to indicate an obligation associated with one of the plurality of information items.

45. The system of claim 25, wherein the display module displays a group of marks indicating obligations associated with the thrask, the obligations being user-defined, the marks corresponding to some of the information items included in the thrask.

46. The system of claim 45, wherein, a first subset of the group of marks represent obligations of a user and a second subset of the group of marks represent obligations of correspondents of the user.

47. The system of claim 25, wherein the first set of metadata includes one or more of a “

From;

”

entry, a “

To;

”

entry and a “

Cc;

”

entry, and wherein the display module is further configured to display one or more names that appear in any of the “

From;

”

entry, the “

To;

”

entry or the “

Cc;

”

entry.

48. The system of claim 25, wherein the display module is responsive to a display condition and further comprises a deferral module configured to determine the display condition responsive to a user-specified date and a deferral, option.

49. The system of claim 25, wherein the display module is configured to condition display of the at least one displayed metadataum responsive to an information item display condition and further comprises a deferral, module configured to determine the information item display condition responsive to a user specified date and a deferral, option.