Abstract: Systems, methods, and computer-readable media for tagging, extracting, and consolidating information from electronically stored files are disclosed. The systems and methods may involve presenting to an entity viewing at least one source document a tag interface for enabling selection and tagging of document segments with at least one characteristic associated with each document segment; identifying tagged segments within the at least one source document; accessing a consolidation rule containing instructions for combining the tagged segments; implementing the consolidation rule to associate document segments sharing common tags; and outputting for display at least one tagged-based consolidation document grouping together commonly tagged document segments.

Abstract: Systems, methods, and computer-readable media for customizing chart generation based on table data selection are disclosed. The systems and methods may involve at least one processor that is configured to maintain at least one table containing rows, receive a first selection of at least one cell in the at least one table, generate a graphical representation associated with the first selection of at least one other cell, generate a first selection-dependent link between the at least one table and the graphical representation, receive a second selection of at least one cell in the at least one table, alter the graphical representation based on the second selection, and generate a second selection-dependent link between the at least one table and the graphical representation.

Abstract: Systems, methods, and computer-readable media for a dynamically changeable operating system for a workflow environment are disclosed. The systems and methods may involve associating a user-ID with a workflow management account; maintaining a plurality of workflow management boards associated with the workflow management account; receiving a first plurality of touch points associated with the user-ID; based on the first plurality of touch points, customizing the workflow management account by initially altering at least one of a column option picker, an automation option picker, a third-party application integration picker, a display interface picker, or a solution picker; monitoring activity associated with the workflow management account; receiving, based on the monitoring, a second plurality of touch points associated with the user-ID; and adjusting the customized workflow management account by subsequently altering, based on the second plurality of touch points at least one of the column option picker.

Abstract: Systems, methods, and computer-readable media for automatic generation of customized lower-level table templates based on data in an associated higher-level table structure are disclosed.

Abstract: Systems, methods, and computer-readable media for representing data via a multi-structured table are disclosed. The systems and methods may involve maintaining a main table having a first structure and containing a plurality of rows; receiving a first electronic request for establishment of a first sub-table associated with the main table, wherein the electronic request includes column heading definitions and wherein the column heading definitions constitute a second structure; storing the second structure in memory as a default sub-table structure; associating the first sub-table with a first row in the main table; receiving a second electronic request for association of a second sub-table with a second row of the main table; performing a lookup of the default sub-table structure following receipt of the second electronic request; applying the default sub-table structure to the second sub-table.

Abstract: Systems, methods, and computer-readable media for scaling tables having differing column types in collaborative network systems in tablature are disclosed. The systems and methods may involve maintaining a zoomable table having a plurality of columns, at least some of which display differently depending on zoom level; storing for a first column, a first column template associated with a first zoom range, wherein the first column template is configured to display information in a first format configured to scale within the first zoom range; storing for the first column, a second column template associated with a second zoom range different from the first zoom range, wherein the second column template is configured to display information in a second format different from the first format.

Abstract: Systems, methods, and computer-readable media for self-monitoring software usage to optimize performance are disclosed. The systems and methods may involve at least one processor configured to: maintain a table; present to an entity a plurality of tools for manipulating data in the table; monitor tool usage by the entity to determine at least one tool historically used by the entity; compare the at least one tool historically used by the entity with information relating to the plurality of tools to thereby identify at least one alternative tool in the plurality of tools whose substituted usage is configured to provide improved performance over the at least one historically used tool; and present to the entity during a table use session a recommendation to use the at least one alternative tool.

Abstract: Systems, methods, and computer-readable media for data extraction and mapping system are disclosed. The systems and methods may involve maintaining a main data source containing a plurality of data objects; maintain a plurality of boards for presenting the plurality of data objects; maintaining a plurality of linkages between at least some of the plurality of data objects associated with differing boards of the plurality of boards; receiving a selection of a particular data object associated with a particular board; identify via a particular linkage of the plurality of linkages at least one additional data object on another board linked to the particular data object on the particular board; defining a sub-data source, the sub-data source aggregating the at least one additional data object and the particular data object; receiving a visualization template selection; map the sub-data source to the visualization template selection to generate a sub-data visualization.

Abstract: Systems, methods, and computer-readable media for implementing conditional rules in a hierarchical table structure are disclosed. The systems and methods may involve maintaining for presentation on a viewable interface a higher-level table structure having first rows, first columns and first cells at the intersections of the first rows and the first columns; maintaining for presentation on the viewable interface a lower-level table structure having second rows, second columns and second cells at the intersections of the second rows and second columns; linking the lower-level table to a specific first cell in the higher-level table; storing a specific conditional rule associating the specific first cell with a plurality of second cells of the lower-level table; receiving qualifying information from each of the plurality of second cells; and triggering the specific conditional rule to thereby update milestone information in the specific first cell of the higher-level table.

Abstract: Systems, methods, and computer-readable media for associating a plurality of logical rules with groupings of data are disclosed. The systems and methods may involve at least one processor configured to: maintain a table containing columns; access a data structure containing the plurality of logical rules; access a correlation index identifying a plurality of column types and a subset of the plurality of logical rules; receive a selection of a new column to be added to the table; perform a look up in the correlation index for logical rules typically associated with a type of the new column; present a pick list of the logical rules typically associated with the type of the new column; receive a selection from the pick list; link to the new column a second particular logical rule associated with the selection from the pick list; and implement the second particular logical rule.

Abstract: Systems, methods, and computer-readable media for graphically aggregating data from a plurality of distinct tables, and enabling dissociation of underlying aggregated data from the associated distinct tables are disclosed.

Abstract: Systems, methods, and computer-readable media that automatically vary hang-time of pop-up messages, to enable presentation of a shared work environment on a plurality of client devices and cause a presentation of a plurality of visual indicators on a fraction of a display of the shared work environment, wherein each visual indicator represents differing clients associated with the plurality of client devices. The embodiments may further enable at least one group chat between the plurality of client devices, wherein communications are presented in pop-up windows appearing adjacent corresponding visual indicators, and wherein the pop-up windows remain on the display for differing durations depending on variables including at least one of length of message, number of concurrently displayed messages, a client defined threshold, or a sender status.

Abstract: Systems, methods, and computer-readable media for generating high level summary tablature based on lower level tablature are disclosed. The systems and methods may involve at least one processor configured to electronically access first data associated with a first board; electronically access second data associated with a second board and to perform electronic semantic analysis to identify a portion of the first data associated with the first board and a portion of the second data associated with the second board that share a similarity; consolidate in a third board reflecting a similarity consolidation, the identified first portion and the identified second portion; summarize the first portion and the second portion, and to aggregate the summarized first portion and the summarized second portion to form an aggregated summary; and present on the third board the aggregated summary in a manner associating the aggregated summary with the similarity consolidation.

Abstract: Systems, methods, and computer-readable media for automatically filtering data in complex tables are disclosed. The systems and methods may involve at least one processor that is configured to display multiple headings including a first heading and a second heading, receive a first selection of a first cell associated with the first heading, wherein the first cell may include a first category indicator, receive a second selection of a second cell associated with the first heading, wherein the second cell may include a second category indicator, receive a third selection of a third cell associated with the second heading, wherein the third cell may include a third category indicator, generate a logical filter for the complex table, and, in response to application of the logical filter, to cause a display of a filtered collection of items from the first group that contain the third category indicator.

Abstract: Systems, methods, and computer-readable media for remotely automating changes to third party applications from within a primary application are disclosed. The systems and methods may involve maintaining in the primary application, a table having rows, columns, and cells at intersections of the rows and columns, wherein the primary application is configured to enable the construction of automations defined by conditional rules for altering internal information in the primary application and external information in the third party applications; receiving an automation definition conditional on specific information input into at least one specific cell in the table of the primary application, wherein the automation definition is constructed using internal blocks and external blocks, the external blocks having links to the external third party applications; monitoring the at least one specific cell of the primary application for an occurrence of the specific information.