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Email client with ERP task integration

  • US 9,911,089 B2
  • Filed: 09/16/2011
  • Issued: 03/06/2018
  • Est. Priority Date: 09/16/2011
  • Status: Active Grant
First Claim
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1. A system for integrating tasks, the system comprising:

  • a task management computer system comprising one or more first processors and a first memory, the first memory having stored thereon first instructions that, when executed by the one or more first processors, cause the one or more first processors to perform first actions including;

    receiving one or more first communications that indicate that a work order is created;

    identifying a plurality of work-order tasks, each task of the plurality of work-order tasks corresponding to the work order;

    determining one or more first work-order tasks of the plurality of work-order tasks that correspond to the work order is to be assigned to a first user;

    storing, in a queuing table, each first work-order task of the one or more first work-order tasks in association with an indication that the first work-order task is assigned to the first user of a plurality of users;

    receiving, from a first user computer system, a request to pull task data and that includes an identifier of the first user;

    performing a first search of the queuing table using the identifier of the first user;

    transmitting, to the first user computer system, a second communication that includes the one or more first work-order tasks, each of the one or more first work-order tasks having been identified in a first result of the first search;

    receiving, from the first user computer system, a third communication that includes a modification to a first work-order task of the one or more first work-order tasks;

    in response to the third communication;

    determining one or more second work-order tasks of the plurality of work-order tasks that correspond to the work order is to be assigned to a second user;

    storing, in the queuing table, each second work-order task of the one or more second work-order tasks in association with an indication that the second work-order task is assigned to the second user of the plurality of users, and wherein the modified first work-order task and each of the one or more second work-order tasks are distinct tasks to be completed; and

    transmitting, to a second user computer system, a fourth communication that includes the one or more second work-order tasks having been stored at the queuing table;

    the first user computer system comprising one or more second processors and a second memory, the second memory having stored thereon second instructions that, when executed by the one or more second processors, cause the one or more second processors to perform second actions including;

    generating, via execution of a first email client application at the first user computer system, the request to pull task data and that includes the identifier of the first user;

    transmitting, to the task management computer system, the request to pull task data and that includes the identifier of the first user;

    receiving, from the task management computer system, the second communication that includes the one or more first work-order tasks having been identified in the first result of the first search of the queuing table performed at the task management computer system;

    accessing one or more first email client tasks, each of the one or more first email client tasks having been created locally at the first user computer system and stored using the first email client application, wherein each of the one or more first email client tasks is accessible via the first email client application but is not accessible to the task management computer system;

    integrating, via execution of the first email client application, the one or more first work-order tasks with the one or more first email client tasks to generate a first integrated task list, the integrating including interspersing the one or more first work-order tasks within the one or more first email client tasks;

    causing the first integrated task list to be displayed such that the one or more first email client tasks are presented concurrently with the one or more first work-order tasks, the causing of the first integrated task list to be displayed occurring via the first email client application being executed by the first user computer system;

    detecting an input corresponding to the modification to the first work-order task; and

    transmitting, to the task management computer system, the third communication that includes the modification to the first work-order task; and

    the second user computer system comprising one or more third processors and a third memory, the third memory having stored thereon third instructions that, when executed by the one or more third processors, cause the one or more third processors to perform third actions including;

    receiving, from the task management computer system, the fourth communication that includes the one or more second work-order tasks having been stored at the queuing table;

    accessing one or more second email client tasks, each of the one or more second email client tasks having been created locally at the second user computer system using a second email client application, and each of the one or more second email client tasks being accessible via the second email client application but not being accessible to the task management computer system;

    integrating, via execution of a second email client application at the second user computer system, the one or more second work-order tasks with the one or more second email client tasks to generate a second integrated task list, the integrating including interspersing the one or more second work-order tasks within the one or more second email client tasks; and

    causing the second integrated task list to be displayed such that the one or more second work-order tasks are presented concurrently with the one or more second email client tasks.

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