US2023071838A1PendingUtilityA1

Systems and methods to generate agendas for one-on-one meetings

Assignee: ASANA INCPriority: Jun 29, 2020Filed: Nov 15, 2022Published: Mar 9, 2023
Est. expiryJun 29, 2040(~13.9 yrs left)· nominal 20-yr term from priority
Inventors:Alexander Hood
G06Q 10/1093G06Q 10/103G06Q 10/06398G06Q 10/1095
73
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Claims

Abstract

Systems and methods for generating an agenda for a one-on-one meeting are disclosed. Exemplary implementations may: manage environment state information maintaining a collaboration environment, the collaboration environment being configured to facilitate interaction by users with the collaboration environment, the environment state information including work unit records of units of work linked to users within the collaboration environment; obtain user input information conveying user input from individual users to initiate individual meetings with one other individual user; identify the work unit records corresponding to the users of the individual meetings; generate agenda information defining individual agendas for the individual meetings, the individual agendas including individual sets of agenda items, an individual agenda item corresponding to an individual work unit record identified as corresponding to the users of the individual meetings; and/or perform other operations.

Claims

exact text as granted — not AI-modified
What is claimed is: 
     
         1 . A system configured to generate agendas for meetings, the system comprising:
 one or more physical processors configured by machine-readable instructions to:
 manage, at a server, environment state information maintaining a virtual collaboration environment, the virtual collaboration environment being configured to facilitate interaction by users with the virtual collaboration environment by accessing the virtual collaboration environment via remotely located client computing platforms associated with the users over an Internet connection, the environment state information including work unit records of units of work previously created and assigned within the virtual collaboration environment to the users who are expected to accomplish one or more actions to complete the units of work, the work unit records including a first work unit record; 
 establish the Internet connection between the server and a first remotely located client computing platform; 
 prior to conducting a first meeting between a first user and a second user, and responsive to obtaining a first request to initiate the first meeting:
 identify, at the server, the first work unit record as corresponding to the first user who is a participant of the first meeting; and 
 generate, at the server, agenda information defining a first agenda for the first meeting, the first agenda including a first agenda item that facilitates access to the first work unit record managed by the server; and 
 
 effectuate communication of information from the server to the first remotely located client computing platform to cause the first remotely located client computing platform to present a meeting agenda window, the meeting agenda window displaying the first agenda item of the first agenda, the meeting agenda window being configured such that selection of the first agenda item causes presentation of a first work unit page for the first work unit record. 
   
     
     
         2 . The system of  claim 1 , wherein the one or more physical processors are further configured by the machine-readable instructions to:
 obtain performance information associated with the first user, the performance information including one or more performance metrics characterizing the first user; and   wherein the agenda information for the first meeting further includes the performance information for the first user.   
     
     
         3 . The system of  claim 1 , wherein the first work unit record is identified by:
 determining a date range; and   determining the first work unit record is associated with a start date and/or an end date that falls within the date range.   
     
     
         4 . The system of  claim 3 , wherein the date range is specified by an individual user who submitted the first request. 
     
     
         5 . The system of  claim 3 , wherein the date range is a range between a date of a prior meeting between the first user and the second user, and a current date. 
     
     
         6 . The system of  claim 1 , wherein identifying the first work unit record is based on the first work unit record including information that specifically designates the first work unit record as being associated with the first meeting. 
     
     
         7 . The system of  claim 6 , wherein the information that specifically designates the first work unit record as being associated with the first meeting is reflected in a value of a meeting parameter of the first work unit record. 
     
     
         8 . The system of  claim 1 , wherein the one or more physical processors are further configured by the machine-readable instructions to:
 obtain scheduling information for the first user and/or the second user, the scheduling information including one or more calendar entries, individual calendar entries being specified within and/or outside the virtual collaboration environment; and   determine a meeting time for the first meeting based on the scheduling information.   
     
     
         9 . The system of  claim 1 , wherein the one or more physical processors are further configured by the machine-readable instructions to:
 generate a first meeting-specific work unit record associated with the first user, and a second meeting-specific work unit record associated with the second user by virtue of the first user and the second user being participants in the first meeting.   
     
     
         10 . The system of  claim 1 , wherein the one or more physical processors are further configured by the machine-readable instructions to:
 obtain user role information specifying individual roles of the first user and the second user; and   wherein accessibility to submit the first request via a user interface of the virtual collaboration environment is limited to the users of a given role.   
     
     
         11 . A method to generate agendas for meetings, the method comprising:
 managing, at a server, environment state information maintaining a virtual collaboration environment, the virtual collaboration environment being configured to facilitate interaction by users with the virtual collaboration environment by accessing the virtual collaboration environment via remotely located client computing platforms associated with the users over an Internet connection, the environment state information including work unit records of units of work previously created and assigned within the virtual collaboration environment to the users who are expected to accomplish one or more actions to complete the units of work, the work unit records including a first work unit record;   establishing the Internet connection between the server and a first remotely located client computing platform;   prior to conducting a first meeting between a first user and a second user, and responsive to obtaining a first request to initiate the first meeting:
 identifying, at the server, the first work unit record as corresponding to the first user who is a participant of the first meeting; and 
 generating, at the server, agenda information defining a first agenda for the first meeting, the first agenda including a first agenda item that facilitates access to the first work unit record managed by the server; and 
   effectuating communication of information from the server to the first remotely located client computing platform to cause the first remotely located client computing platform to present a meeting agenda window, the meeting agenda window displaying the first agenda item of the first agenda, the meeting agenda window being configured such that selection of the first agenda item causes presentation of a first work unit page for the first work unit record.   
     
     
         12 . The method of  claim 11 , further comprising:
 obtaining performance information associated with the first user, the performance information including one or more performance metrics characterizing the first user; and   wherein the agenda information for the first meeting further includes the performance information for the first user.   
     
     
         13 . The method of  claim 11 , wherein the identifying the first work unit record comprises:
 determining a date range; and   determining the first work unit record is associated with a start date and/or an end date that falls within the date range.   
     
     
         14 . The method of  claim 13 , wherein the date range is specified by an individual user who submitted the first request. 
     
     
         15 . The method of  claim 13 , wherein the date range is a range between a date of a prior meeting between the first user and the second user, and a current date. 
     
     
         16 . The method of  claim 11 , wherein the identifying the first work unit record is based on the first work unit record including information that specifically designates the first work unit record as being associated with the first meeting. 
     
     
         17 . The method of  claim 16 , wherein the information that specifically designates the first work unit record as being associated with the first meeting is reflected in a value of a meeting parameter of the first work unit record. 
     
     
         18 . The method of  claim 11 , further comprising:
 obtaining scheduling information for the first user and/or the second user, the scheduling information including one or more calendar entries, individual calendar entries being specified within and/or outside the virtual collaboration environment; and   determining a meeting time for the first meeting based on the scheduling information.   
     
     
         19 . The method of  claim 11 , further comprising:
 generating a first meeting-specific work unit record associated with the first user, and a second meeting-specific work unit record associated with the second user by virtue of the first user and the second user being participants in the first meeting.   
     
     
         20 . The method of  claim 11 , further comprising:
 obtaining user role information specifying individual roles of the first user and the second user; and   wherein accessibility to submit the first request via a user interface of the virtual collaboration environment is limited to the users of a given role.

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