JP2018142156A - Work support system and program - Google Patents

Abstract

PROBLEM TO BE SOLVED: To efficiently register, to each management object person, a common task desired to be executed by each management object person.SOLUTION: A work support system 1 receives an input of information of a task which should be executed by a client (a general user (the general user of a counselor destination) corresponding to a subordinate account), and collectively registers the information of the task which is common to a plurality of selected clients in respective ToDo lists of the plurality of selected clients as information of the task which should be executed by the client.SELECTED DRAWING: Figure 10

Description

  The present invention relates to a work support system and a program.

  Conventionally, for example, an accounting system using a computer network is known in which a user such as an individual business operator can input accounting data and can share the input data with an expert such as an accountant or tax accountant. (See Patent Document 1).

  In addition, a financial accounting system is known in which the accounting office side provides guidance on financial accounting to the client company side via a network while synchronizing journal data between the accounting office and the client company (Patent Document). 2).

JP-A-9-274628 JP 2004-13298 A

  By the way, when there is a common task that each management target person (for example, individual business operator, client company, etc.) wants to perform, the administrator (for example, accountant, tax accountant, etc.) performs the task for each management target person. It is troublesome because you have to register.

  The present invention has been made in view of such a problem, and an object thereof is to efficiently register common tasks to be managed by each management target person to each management target person.

In order to solve the above-described problem, a work support system according to the present invention includes:
Accepting means for accepting input of task information to be executed by the client;
Information on a task whose input has been received by the receiving unit, and the task information that is common to the plurality of selected clients should be implemented by the client in each ToDo list of the plurality of selected clients. Registration control means for batch registration as task information;
It is provided with.

  ADVANTAGE OF THE INVENTION According to this invention, the common task which each management object person wants to perform can be efficiently registered into each management object person.

It is a block diagram which shows the work assistance system of embodiment of this invention. It is a block diagram which shows the function structure of a server. It is a block diagram which shows the function structure of a terminal device. (A) is a figure which shows an expert account data table, (b) is a figure which shows a general account data table. It is a figure which shows task DB. It is a figure which shows the display screen for general users (TOP screen) when login to a server is made with the general account. It is a figure which shows the display screen for experts (TOP screen) when login to a server is made by the expert account. It is a flowchart which shows the ToDo registration process for experts. It is a flowchart which shows a ToDo registration process. It is a figure which shows an example of the registration form of ToDo task, (a) is a figure which shows the state before inputting various data, (b) is a figure which shows the state after inputting various data. . It is a figure which shows an example of the selection screen of an advisor. It is a figure which shows the ToDo application screen (TOP screen) when a ToDo index is newly registered additionally.

  Hereinafter, specific embodiments of the present invention will be described with reference to the drawings. However, the scope of the invention is not limited to the illustrated examples.

First, a schematic configuration of the work support system 1 will be described with reference to FIG.
FIG. 1 is a diagram showing a schematic configuration of the work support system 1.
As shown in FIG. 1, the work support system 1 of this embodiment includes a server 2 and a plurality of terminal devices 3. The server 2 and the terminal device 3 are connected via a communication network N so that information communication is possible.

The server 2 is a server on the cloud, for example.
Further, the server 2 manages work items (tasks) to be performed by the user of the terminal device 3 and performs business processing associated with the work items.

The terminal device 3 is, for example, a user (hereinafter referred to as a general user) such as an owner of a private company, an owner of a small business, or a store owner of a private store, or a user such as a tax accountant, company worker or consultant (hereinafter referred to as an expert user). ) Is a terminal device. Examples of the terminal device 3 include a smartphone, a tablet PC (Personal Computer), a mobile phone, a PDA (Personal Digital Assistant), a notebook PC, and a desktop PC.
Further, the terminal device 3 accepts a user operation input by a browser or the like and transmits it to the server 2, and displays the information transmitted and received from the server 2.

  The communication network N is, for example, the Internet, but may be another network such as a LAN (Local Area Network).

Next, the functional configuration of the server 2 will be described with reference to FIG.
FIG. 2 is a block diagram showing a functional configuration of the server 2 constituting the work support system 1.
As illustrated in FIG. 2, the server 2 includes a CPU 21 (accepting unit, setting unit, registration control unit, first designation unit, second designation unit, display control unit), a RAM 22, a storage unit 23, and an operation unit 24. And a display unit 25 and a communication unit 26. Each part of the server 2 is connected via a bus 27.

  A CPU (Central Processing Unit) 21 controls each unit of the server 2. CPU21 reads the designated program among the system programs and application programs memorize | stored in the memory | storage part 23, expand | deploys to the work area of RAM22, and performs various processes according to the said program.

  A RAM (Random Access Memory) 22 is, for example, a volatile memory, and has a work area for temporarily storing various programs and data read by the CPU 21.

  The storage unit 23 is configured by, for example, an HDD (Hard Disk Drive), an SSD (Solid State Drive), or the like, and is a storage unit that can write and read data and programs. The storage unit 23 includes an account DB 23a, a task DB 23b (storage means), an accounting information DB 23c, a salary DB 23d, a sales information DB 23e, an advisory management application program 23f, a ToDo application program 23g, an accounting application program 23h, a salary application program 23i, A POP creation application program 23j and a sales management application program 23k are stored.

  The account DB 23a includes an expert account data table (see FIG. 4A) that stores expert user account information and a general account data table (see FIG. 4B) that stores general user account information. Have.

  As shown in FIG. 4A, the expert account data table includes an “expert account (ID)” that identifies an expert user, an “email address” that represents the email address of the expert user, and the expert account data. “Password” used for home user login authentication, “Name” indicating the name of the expert user, and presence / absence of proxy setting for the expert user to log in as a proxy for the general user (proxy login) “ The “proxy setting” and the “subordinate account” representing the account information of a general user who can log in as a proxy are stored in association with each other.

  As shown in FIG. 4B, the general account data table includes a “general account (ID)” that identifies a general user, a “mail address” that represents the mail address of the general user, and login authentication of the general user. Are stored in association with the “password” used for the “user name” and the “name” representing the name of the general user.

The task DB 23b includes a plurality of task data tables that store ToDo tasks for each user. Here, the ToDo task means a work to be performed by the user.
For example, FIG. 5 is a diagram illustrating an example of a task data table of a general user “Kazuo Sato” (general account “B017”).
As shown in FIG. 5, for each work item to be executed, the task data table includes a “registrant (ID)” representing a registrant of the work item, a “registration date” representing the registration date of the work item, “Target person (ID)” representing the target person of the item, “Performance deadline date” representing the deadline date of the work item, “Importance” representing the importance level of the work item, and the completion date of the work item The “completion date”, “message” representing the contents of the work item, “association of work” representing the relationship between the work item and the work, and “attachment” representing the presence / absence of the attached image are stored in association with each other. ing.

The accounting information DB 23c stores accounting information used when performing accounting management work.
The salary DB 23d stores salary information used when performing salary management work.
The sales information DB 23e stores sales information used when performing sales management work.

  The advisor management application program 23f is a program for supporting management of general users of advisors by an expert user. When the program is started, an expert display screen (advisor management screen) (FIG. 7). A consultant list L, which will be described later, is displayed.

  The ToDo application program 23g is a program for creating and registering a ToDo task in the task DB 23b stored in the storage unit 23, and displaying the ToDo task. Further, the ToDo application program 23g in the present embodiment performs the above proxy setting by the expert user when the expert user logs in to the server 2 using his / her account (expert account). When all general users or specific general users among general users (advisory general users (clients)) are specified, ToDo tasks are registered simultaneously in the respective task data tables of the specified general users. Be able to. That is, the ToDo task common to the general user (the general user corresponding to the subordinate account) of the consultant in the position where the expert user in the management position is managed can be registered all at once. Furthermore, when an expert user logs in on behalf of the general user (proxy login), the ToDo task to be executed by the general user is newly registered, or a ToDo task already registered by the general user is registered. The attribute can be changed.

The accounting application program 23h is a program for performing tax payment processing such as property tax and personal business tax based on the accounting information stored in the accounting information DB 23c.
The salary application program 23i is a program for performing employee salary calculation processing based on salary information stored in the salary DB 23d.
The POP creation application program 23j is a program for creating a POP (Point of purchase advertising), which is an advertising medium for sales promotion used in a store or the like.
The sales management application program 23k is a program for performing sales aggregation and analysis for each day of the store based on the sales information stored in the sales information DB 23e.

  The operation unit 24 includes, for example, a key input unit such as a keyboard and a pointing device such as a mouse. The operation unit 24 receives key input and position input, and outputs the operation information to the CPU 21.

  The display unit 25 includes, for example, an LCD (Liquid Crystal Display), an organic EL (Electro-Luminescence) display, or the like. In addition, various screens are displayed on the display unit 25 in accordance with instructions of display signals output from the CPU 21 and input.

  The communication unit 26 is configured by a network card or the like, for example. The communication unit 26 is connected to the communication network N and communicates with devices (for example, the terminal device 3) on the communication network N.

Next, the functional configuration of the terminal device 3 will be described with reference to FIG.
FIG. 3 is a block diagram showing a functional configuration of the terminal device 3 constituting the work support system 1.
As illustrated in FIG. 3, the terminal device 3 includes a CPU 31, a RAM 32, a storage unit 33, an operation unit 34, a display unit 35 (display unit), and a wireless communication unit 36. Each unit of the terminal device 3 is connected via a bus 37.

  The CPU 31 controls each unit of the terminal device 3. The CPU 31 reads a designated program from among the system programs and application programs stored in the storage unit 33, develops it in the work area of the RAM 32, and executes various processes according to the program. At that time, the CPU 31 stores various processing results in the RAM 32 and causes the display unit 35 to display the processing results as necessary.

  The RAM 32 is, for example, a volatile memory, and has a work area for temporarily storing various programs and data read by the CPU 31.

  The storage unit 33 is configured by, for example, a flash memory, an EEPROM (Electrically Erasable Programmable Read Only Memory), or the like, and is a storage unit that can write and read data and programs. The storage unit 33 stores an information display input program (not shown). This information display input program is a so-called web browser, which receives a user's operation input, transmits information based on the operation input to the server 2, and displays information received and transmitted from the server 2 on the display unit 35. It is a program that realizes.

The operation unit 34 includes, for example, a touch panel, receives a touch input from the user, and outputs the operation information to the CPU 31.
The touch panel is formed integrally with the display unit 35. For example, the XY coordinates of the contact position on the display unit 35 by the user can be obtained by various methods such as a capacitance method, a resistance film method, and an ultrasonic surface acoustic wave method. To detect. Then, the touch panel outputs a position signal related to the XY coordinates of the contact position to the CPU 31.

  The display unit 35 is composed of, for example, an LCD or an organic EL display. In addition, various screens are displayed on the display unit 35 in accordance with instructions of display signals output from the CPU 31 and input.

  The wireless communication unit 36 includes, for example, an antenna, a modem circuit, a signal processing circuit, and the like. The wireless communication unit 36 transmits / receives information to / from base stations and access points connected to the communication network N by wireless radio waves, and communicates with devices on the communication network N (for example, the server 2). .

Next, referring to FIGS. 6 and 7 for an example of a display screen (TOP screen) that is first displayed on the display unit 35 of the terminal device 3 when each of the general user and the expert user logs in to the server 2. To explain.
FIG. 6 shows a display screen (general user display screen) when login to the server 2 is performed using a general user account (general account). On the other hand, FIG. 7 shows a display screen (expert display screen) when login to the server 2 is performed by an expert user account (expert account).

<Operations with general user accounts>
When login to the server 2 is performed by an account (general account “B017”) of a general user (for example, “Mr. Kazuo Sato”), the above-described ToDo application program 23g is started with the login as an opportunity, as shown in FIG. In addition, a ToDo application screen is displayed on the display unit 35 of the terminal device 3 as a general user display screen.

In the upper part of the ToDo application screen, a menu bar in which icons for starting the above-described ToDo application program 23g, accounting application program 23h, salary application program 23i, POP creation application program 23j, and sales management application program 23k are arranged. Is displayed. Specifically, the menu bar includes an icon Ia for starting the ToDo application program 23g, an icon Ib for starting the accounting application program 23h, an icon Ic for starting the salary application program 23i, and a POP creation application program An icon Id for starting 23j and an icon Ie for starting the sales management application program 23k are displayed.
When the user clicks or touches each icon on the menu bar, the screen can be changed to a predetermined processing screen of the application corresponding to the icon. In the ToDo application screen shown in FIG. 6, since the ToDo application program 23g is activated, only the icon Ia is displayed differently from the other icons Ib to Ie, and the operation of the icon Ia is invalid. It is in the state of.

  Further, a task index list display area R for displaying a list of task indexes representing an outline of the ToDo task is displayed below the menu bar of the ToDo application screen. In the upper layer area R1 of the task index list display area R, for example, unprocessed task indexes that are not processing the ToDo task are displayed in a list in ascending order (ascending order) based on the execution deadline date. It has become. On the other hand, in the area R2 below the task index list display area R, for example, the task indexes that have been processed by the ToDo task are displayed in a list in order of late date (descending order) based on the execution date. ing. The completed task index is automatically deleted when a predetermined period (for example, one week) elapses from the execution date.

  In the example of the display screen shown in FIG. 6, in the upper region R <b> 1, for example, an unprocessed date with an implementation deadline date of January 17 (Tue), January 25 (Wed), and January 31 (Tue), respectively. A list of task indexes Ta is displayed. In these task indexes Ta, the contents of the task to be processed, the icon Ig for transitioning to a predetermined screen of the application (the screen related to the contents of the task to be processed), and selected when the task is processed A tasked button B2 to be operated is displayed. Also, two completed task indexes Tb are displayed in the lower region R2. In these task indexes Tb, the contents of executed tasks and the abbreviations of applications (for example, “accounting”, “salary”, “POP”, etc.) in which the tasks are actually executed are displayed.

  If the number of task indexes to be displayed is larger than the number of task indexes that can be displayed in each of the upper region R1 and the lower region R2 of the task index list display region R, the task index list is scrolled. To do. In the task index list display area R, only unprocessed task indexes may be displayed, and the performed task indexes may be deleted (not displayed) from the list. In this case, a display button for displaying a completed task index may be provided.

<Operation with expert user account>
When a login is made to the server 2 by an account (expert account “A005”) of an expert user (for example, “Mr. Aida”), the above-described advisor management application program 23f is activated with the login as an opportunity, As shown in FIG. 7, an advisor management screen is displayed on the display unit 35 of the terminal device 3 as a specialist display screen.

  In addition to the same icons Ia to Ie as those on the general user display screen, an icon If for displaying the advisor list L is displayed on the menu bar displayed at the top of the advisor management screen. When the user clicks or touches each icon on the menu bar, the screen can be changed to a predetermined processing screen of the application corresponding to the icon. In the advisory management screen shown in FIG. 7, since the advisory management application program 23f is already activated, only the icon If is displayed in a different mode from the other icons Ia to Ie, and the operation of the icon If is performed. It is in an invalid state.

  Below the menu bar of the advisor management screen, an advisor list (list) L of expert users who have logged in is displayed. The advisor list L includes, for example, a “name” L1 representing a general user (client (a plurality of predetermined users)) corresponding to a subordinate account, and a “shop name” L2 representing a store operated by the general user. , “Last update date” L3 representing the most recent date when the user logged in to the server 2, “Unjournaled transaction count” L4 representing the number of journal processing operations in an unprocessed state, and a ToDo task registered by the expert user Among the (ToDo tasks for which execution deadlines are set), “ToDo” L5 indicating the number of work in an unprocessed state, and “proxy login button” L6 for logging in on behalf of the general user are They are displayed in association with each other. Note that the ▲ ▼ button displayed at the right end of the “name” L1 item is a button for rearranging the names of the advisors based on a predetermined order (for example, Aiue Oo etc.). The same applies to the ▲ ▼ buttons displayed in “shop name” L2, “last updated date” L3, “number of untranslated transactions” L4, and “ToDo” L5.

  In the advisor list L, when the expert user selects the proxy login button L6 corresponding to a specific subordinate account by clicking or touching, the user can log in with the subordinate account without inputting authentication information. Login process is executed. When login is performed, a general user display screen (see FIG. 6) for the subordinate account that has logged in is displayed. Then, by starting various application programs from the menu bar of the displayed display screen for general users, it is possible to browse and edit business data of general users corresponding to the subordinate account. As described above, the expert user logs in with his / her own account, and then selects the proxy login button L6 and logs in with the subordinate account of the general user of the consultant, so that the business data of the general user can be easily obtained. Can be accessed.

<Professional ToDo registration process>
Next, the professional ToDo registration process by the work support system 1 will be described with reference to FIG.
This ToDo registration process for specialists is a process executed by the CPU 21 in cooperation with the advisor management application program 23f and the ToDo application program 23g read from the storage unit 23 and appropriately expanded in the RAM 22.

  First, on the login screen (not shown) displayed on the display unit 35 of the terminal device 3, the CPU 21 determines whether or not a login request with input of authentication information (for example, ID (or email address) and password) has been made. Determination is made (step S101).

If it is determined in step S101 that a login request has not been made (step S101; NO), the CPU 21 repeatedly performs the determination process of step S101.
On the other hand, when it is determined in step S101 that a login request has been made (step S101; YES), the CPU 21 determines whether or not the authentication for the input authentication information has succeeded (step S102). In the present embodiment, the CPU 21 determines that the authentication is successful when the input authentication information matches the authentication information related to any account stored in the account DB 23a.

If it is determined in step S102 that the authentication for the input authentication information has not been successful, that is, it has failed (step S102; NO), the CPU 21 returns to the determination process in step S101 and repeats the process.
On the other hand, when it is determined in step S102 that the authentication for the input authentication information has been successful (step S102; YES), the CPU 21 determines whether or not the account that has succeeded in the authentication is an expert account ( Step S103).

If it is determined in step S103 that the account that has been successfully authenticated is not an expert account (step S103; NO), the CPU 21 ends the professional ToDo registration process.
On the other hand, when it is determined that the account that has succeeded in the authentication is an expert account (for example, an expert account “A005”; an account of “Mr. Aida”) (step S103; YES), the CPU 21 3, the advisor list L (see FIG. 7) is displayed on the advisor management screen (TOP screen) (step S104).

Next, the CPU 21 determines whether or not the ToDo application program 23g has already been started (step S105).
If it is determined in step S105 that the ToDo application program 23g has already been activated (step S105; YES), the CPU 21 skips step S106 and step S107, and proceeds to step S108.
On the other hand, when it is determined in step S105 that the ToDo application program 23g is not activated (step S105; NO), the CPU 21 determines whether the activation request for the ToDo application program 23g has been made, that is, the icon Ia on the advisor management screen. Is operated (touch operation or click operation) is determined (step S106).

If it is determined in step S106 that the activation request for the ToDo application program 23g has not been made (step S106; NO), the CPU 21 skips steps S107 to S109 and proceeds to step S110.
On the other hand, if it is determined in step S106 that the activation request for the ToDo application program 23g has been made (step S106; YES), the CPU 21 causes the terminal device 3 to display the ToDo application screen (step S107).

  Next, the CPU 21 determines whether or not a registration request for the ToDo task has been made (step S108). In the present embodiment, the CPU 21 determines that a registration request for a ToDo task has been made, for example, when a registration button (not shown) for registering a ToDo task is operated on the ToDo application screen.

If it is determined in step S108 that a ToDo task registration request has been made (step S108; YES), the CPU 21 performs a ToDo task registration process (ToDo registration process) (step S109), and proceeds to step S110. Details of the ToDo registration process will be described later.
On the other hand, if it is determined in step S108 that the ToDo task registration request has not been made (step S108; NO), the CPU 21 skips step S109 and proceeds to step S110.

Next, the CPU 21 determines whether or not a logout request for logging out from the expert display screen where the initial login is performed has been made (step S110).
If it is determined in step S110 that a logout request has not been made (step S110; NO), the CPU 21 returns to step S105 and performs the determination process of step S105.
On the other hand, if it is determined in step S110 that a logout request has been made (step S110; YES), the CPU 21 ends the professional ToDo registration process.

<ToDo registration process>
Next, ToDo registration processing by the work support system 1 will be described with reference to FIG.

First, the CPU 21 displays a registration form F (see FIG. 10A) for registering a ToDo task on the display unit 35 of the terminal device 3 (step S201).
As shown in FIG. 10A, the registration form F includes a content input unit F1, a term input unit F2, an importance input unit F3, a registration destination account input unit F4, an association input unit F5, and an attached image. It comprises an input part F6, a preview display part F7, a registration button B3, and a close button B4.

  The content input part F1 is a part for inputting the content of the ToDo task as text information, and is composed of a text box. The input to the content input part F1 is essential. Specifically, for example, when registering a ToDo task with the content “Please create a consumption tax report”, as shown in FIG. Enter the text information.

  The time limit input part F2 is a part for selecting and inputting an execution time limit from a pull-down menu. For example, when the implementation deadline is to be set to January 23, 2017, as shown in FIG. 10B, “January 23, 2017” is selected and input from the deadline input unit F2. In addition, the input of the execution time limit to the time limit input unit F2 is arbitrary. However, in this ToDo registration process, when the ToDo task (the registration destination account is the ToDo task of the consultant) is registered without inputting the execution deadline, the item “ToDo” L5 of the consultant list L includes The number of tasks for the registered ToDo tasks is not added.

  The importance input part F3 is a part for selecting and inputting the importance of the ToDo task from a pull-down menu. The pull-down menu in the importance input part F3 includes, for example, “★ ☆☆ normal (importance 1)”, “★★ ☆ high (importance 2)”, and “★★★ highest (importance 3)”. , Is composed of. For example, when it is desired to set the importance level to “high”, “★★ ☆ high (importance level 2)” is selectively input from the importance level input unit F3 as shown in FIG.

  The registration destination account input unit F4 is a part for selecting and inputting a registration destination account of the ToDo task from a pull-down menu. The pull-down menu in the registration destination account input unit F4 includes, for example, “self” for setting the registration destination account as the account of the expert user (expert account), and the account (general account) of the general user of the advisor. It is made up of “advisors”. For example, when it is desired to use the registered account as a general user account of the advisor, as shown in FIG. 10B, the “advisor” is selected and input from the registration destination account input unit F4. Here, when “advisor” is selected and input, a selection button (for example, a radio button) for selecting whether the target of the registration destination account is “all advisors” or “selected advisors”. Button) B5 is displayed below the registration destination account input section F4. When the radio button B5 corresponding to the “selected advisor” is operated, a “select advisor” button B6 is displayed to the right of the selection button B5. When the “select consultant” button B6 is operated, a selection screen is displayed on which the consultant can be selected.

FIG. 11 is a diagram illustrating an example of a consultant selection screen.
As shown in FIG. 11, on the selection screen for advisors, the name of a store or the like operated by each general user who is the advisor is displayed, and a check box for selecting a specific advisor is displayed for each name. Correspondingly provided. For example, if you want to select “Izakaya Kazu”, “Ramen Taro”, “Café Ai” (store operated by “Kazuo Sato”) as a specific advisor, the number “1”, By operating the check boxes “3” and “8” (touch operation or click operation), a specific advisor is selected and input. A specific advisor can be confirmed by operating a confirmation button B9 provided at the bottom of the selection screen. Further, the selection screen can be closed by operating the close button B10. Note that an upper part of the selection screen is provided with an all selection button B7 capable of selecting and inputting all advisors and an all canceling button B8 for canceling all selection inputs once performed.

  The association input unit F5 is a part for selecting and inputting a business related to the ToDo task to be registered from the pull-down menu. The pull-down menu in the association input unit F5 includes “not associated”, “accounting”, “salary”, “POP”, and “sales total management”. For example, when it is desired to set the business related to the ToDo task to be registered as “accounting”, “accounting” is selected and input from the association input unit F5 as shown in FIG.

The attached image input unit F6 is a part for selecting and inputting an attached image file from a pull-down menu.
The preview display portion F7 is a portion where the attached image is displayed when a desired attached image file is selected and input to the attached image input portion F6.

The registration button B3 is a button used when registering input information to the registration form F.
The close button B4 is a button used when closing the registration form F.

  Returning to the ToDo registration process, the CPU 21 determines whether or not the close button B4 has been operated (step S202). Specifically, the CPU 21 determines whether or not the close button B4 has been operated based on whether or not information indicating that the close button B4 has been operated is received via the communication unit 26.

If it is determined in step S202 that the close button B4 has been operated (step S202; YES), the CPU 21 ends the ToDo registration process.
On the other hand, when it is determined in step S202 that the close button B4 has not been operated (step S202; NO), the CPU 21 determines whether or not the registration button B3 has been operated (step S203). Specifically, the CPU 21 determines whether or not the registration button B3 has been operated based on whether or not information indicating that the registration button B3 has been operated is received via the communication unit 26.

If it is determined in step S203 that the registration button B3 has not been operated (step S203; NO), the CPU 21 returns to step S202.
On the other hand, when it is determined in step S203 that the registration button B3 has been operated (step S203; YES), the CPU 21 determines whether or not the content of the ToDo task is input to the essential content input unit F1. (Step S204). Specifically, the CPU 21 determines whether the content of the ToDo task has been input to the content input unit F1 or not according to whether it has received information via the communication unit 26. It is determined whether or not there is an input of the contents.

  If it is determined in step S204 that the content of the ToDo task is input to the content input unit F1 (step S204; YES), the CPU 21 receives each input information to the registration form F via the communication unit 26. And registered in the task DB 23b (step S205). Specifically, “advisor” is selected and input from the registration destination account input unit F4 of the registration form F, and “Izakaya Kazu”, “ When three cases of “Ramen Taro” and “Café Ai” are selected and entered, each task data table of the general user of these advisors (for example, “Café Ai”, Mr. “Kazuo Sato” (general account “ B017 ”) in the task data table (see FIG. 5)), each input information to the registration form F (for example, content;“ Please create a consumption tax report ”), deadline;“ January 23, 2017 ", Importance level:" high ", etc.) will be registered.

Next, the CPU 21 determines whether or not the registration destination account of the ToDo task registered in step S205 is an account of the general user of the advisor (step S206).
If it is determined in step S206 that the ToDo task registration destination account is not an account of the general user of the advisor, that is, it is determined that the account is an expert user's own account (expert account) (step S206; NO), the CPU 21 Ends the ToDo registration process.
On the other hand, if it is determined in step S206 that the ToDo task registration destination account is a general user account of the advisor (step S206; YES), the CPU 21 determines whether or not an execution deadline has been set for the ToDo task. It is determined whether or not (step S207).

If it is determined in step S207 that the execution deadline date has not been set for the ToDo task (step S207; NO), the CPU 21 ends the ToDo registration process.
On the other hand, if it is determined in step S207 that an execution deadline has been set for the ToDo task (step S207; YES), the CPU 21 stores data in the advisor list L (the number of items in the item “ToDo” L5). Is updated (step S208), and the ToDo registration process is terminated.

  Here, after the above-described ToDo registration process is completed, for example, when the server 2 is logged in with the account of “Kazuo Sato” who operates “Café Ai” selected as the account of the registration destination of the ToDo task, FIG. As shown in FIG. 5, in the upper layer area R1 of the task index list display area R on the ToDo application screen (TOP screen), the task index with the implementation deadline displayed on the top as January 17 (Tuesday) By the expert user ("Mr. Aida") in the above-mentioned ToDo registration process between Ta and the task index Ta with the execution deadline displayed as the second date until January 25 (Wednesday) Task index Ta related to ToDo task with January 23 (Monday) as the implementation deadline date newly registered as of January 16 is inserted into the table The it is.

  In Step S204, when it is determined that the content of the ToDo task is not input to the content input unit F1 (Step S204; NO), the CPU 21 displays an error message on the display unit 35 of the terminal device 3 (Step S204). S209), the process proceeds to step S202.

As described above, according to the present embodiment, the work support system 1 accepts input of task information to be performed by a client (a general user corresponding to a subordinate account (a general user of a consultant)), and uses the information of the task. Thus, task information common to the selected clients is collectively registered as task information to be executed by the clients in the respective ToDo lists of the selected clients.
For this reason, it is not necessary to perform work related to registration of task information (ToDo task) common to a plurality of clients for each of the plurality of clients. Therefore, the task information is efficiently registered. be able to.

Further, the work support system 1 accepts input of a task execution deadline as a part of task information (ToDo task), and when displaying a ToDo list in which the task information is registered, the registered task information is displayed. This means that the ToDo list is displayed so as to be displayed at a position corresponding to the execution deadline.
For this reason, since the execution deadline of the ToDo task registered with respect to each client can be easily understood, it is possible to prevent each client from passing the execution deadline of the ToDo task.

In addition, the work support system 1 can set task information (ToDo task) common to a plurality of users (general users of consultants) based on operations of expert users, and tasks common to the plurality of set users The information (ToDo task) is associated with each of the plurality of users and registered in the storage means (task DB 23b) all at once.
For this reason, it is not necessary to perform work related to registration of task information (ToDo task) common to a plurality of users (consultant general users) for each of the plurality of users. Can be registered efficiently.

In addition, the work support system 1 makes it possible to designate a group composed of a plurality of users (general users who are consultants) based on user operations, and configure the set task information (ToDo task) in the designated group. This means that all of the users are registered in the storage means (task DB 23b) in association with each other.
For this reason, it is possible to specify a desired group and set task information (ToDo task) common to a plurality of users (consultant general users) constituting the group, for each of the plurality of users. Since the task information is registered, the task information can be registered efficiently.

In addition, the work support system 1 makes it possible to specify a specific user among a plurality of users (general users of consultants) constituting the group based on a user operation, and specify set task information (ToDo task) It is registered in the storage means (task DB 23b) in association with the specified user.
For this reason, when registering task information (ToDo task) common to a plurality of users (advisory general users) in association with each of the plurality of users, the user to be registered is appropriately adjusted according to the situation. Therefore, the task information can be efficiently registered with an appropriate user.

  Further, the work support system 1 displays the progress information of the task related to the registered task information (ToDo task) on the display means (display unit 35), so the ToDo set by the expert user for the general user of the consultant Since it is not necessary to confirm the progress of the task with the general user, the progress of the ToDo task can be efficiently confirmed.

  In addition, the work support system 1 displays the number of ToDo tasks in an unexecuted state among the ToDo tasks registered in the task DB 23b as progress information on the display means (display unit 35). For this reason, it is possible to confirm the progress of the ToDo task by confirming whether or not the number of ToDo tasks in an unexecuted state displayed on the display means is reduced, thereby facilitating confirmation of the progress. Can do.

  In addition, the work support system 1 can further set priority information related to priority with respect to task information (ToDo task) common to a plurality of users (consultant general users), and set the priority. This means that the number of tasks in the unexecuted state among the ToDo tasks subjected to is displayed on the display means (display unit 35). For this reason, ToDo tasks for which priority is not set, that is, it is not necessary to check the progress for the time being, are not included in the number of ToDo tasks in an unexecuted state displayed on the display means. Can be. Thereby, the progress of the ToDo task can be confirmed more efficiently.

  Moreover, since the work support system 1 displays the progress information on a list (adviser list L) of a predetermined plurality of users (adviser general users), it is possible to grasp the progress of each user at a glance. . Thereby, it is possible to facilitate the management of general users who are consultants by expert users.

The work support system 1 also has task information common to a plurality of users (general users who are consultants) when an expert user logs in to the server 2 using his / her own account (expert account). (ToDo task) is associated with each of the plurality of users and registered in the storage means (task DB 23b) all at once.
For this reason, when registering task information (ToDo task) common to a plurality of users (advisory general users) in association with each of the plurality of users, the expert user represents each of the plurality of users. Therefore, it is not necessary to perform proxy login, so that the task information can be registered efficiently.

  In the above description, the example in which the HDD and the SSD of the storage unit 23 are used as the computer-readable medium of the program according to the present invention is disclosed, but the present invention is not limited to this example. As other computer-readable media, portable recording media such as a flash memory and a CD-ROM can be applied. A carrier wave is also applied to the present invention as a medium for providing program data according to the present invention via a communication line.

  The description in the above embodiment is an example of the work support apparatus and the program according to the present invention, and the present invention is not limited to this.

  For example, in the above embodiment, the number of work items in an unprocessed state among the ToDo tasks registered by the expert user for the general user of the consultant is displayed in the item “ToDo” L5 of the consultant list L. However, it is not necessary that the ToDo task to be displayed is limited to the one for which the execution deadline is set, and the ToDo task for which the execution deadline is not set may be the target for display. it can.

  Moreover, in the said embodiment, the number of work which is in an unprocessed state is displayed in the item of “ToDo” L5 of the advisor list L among ToDo tasks registered by the expert user for the general user of the advisor. However, in addition to the display, when there is an unexecuted ToDo task whose execution deadline has passed, it may be displayed that there is the ToDo task. In addition, when the number of work items that are in an unprocessed state varies between when the expert user logs in with his / her expert account last time and when he / she logs in this time, the display mode of the work number is changed. You may do it. Specifically, for example, when the number of work in an unexecuted state is decreasing, the color of the number indicated by the number of work is changed, or is changed to blinking display.

  Moreover, in the said embodiment, although the expert user who is a tax accountant illustrated the case where the ToDo task common to the general user (predetermined several users) of the consultant who is a client was set, The employer may be configured to set a ToDo task common to general users whose employers are employees. In other words, it is possible to have a configuration in which a user in the management position (expert user) sets a ToDo task common to a user in the position to be managed (general users corresponding to subordinate accounts (predetermined plural users)). That's fine.

  In the above embodiment, the storage unit 23 of the server 2 includes the account DB 23a, task DB 23b, accounting information DB 23c, salary DB 23d, sales information DB 23e, consultant management application program 23f, ToDo application program 23g, accounting application program 23h, salary. An application program 23i, a POP creation application program 23j, and a sales management application program 23k are stored. The CPU 21 of the server 2 performs business processing based on each of the above programs, and the user accesses the server 2 by operating a web browser. Although it is configured to perform input / output and browsing of data, it is not limited to this. For example, each of the above programs is applied to application software that can be used via the communication network N so that each user can download the application software to the terminal device 3 and perform business processing by the terminal device 3. Also good.

  In addition, it is needless to say that the detailed configuration and detailed operation of each component of the work support system 1 in the above embodiment can be appropriately changed without departing from the spirit of the present invention.

Although the embodiments of the present invention have been described, the scope of the present invention is not limited to the above-described embodiments, but includes the scope of the invention described in the claims and the equivalents thereof.
The invention described in the scope of claims attached to the application of this application will be added below. The item numbers of the claims described in the appendix are as set forth in the claims attached to the application of this application.
[Appendix]
<Claim 1>
Accepting means for accepting input of task information to be executed by the client;
Information on a task whose input has been received by the receiving unit, and the task information that is common to the plurality of selected clients should be implemented by the client in each ToDo list of the plurality of selected clients. Registration control means for batch registration as task information;
A work support system characterized by comprising:
<Claim 2>
Display control means for displaying the ToDo list;
The accepting means accepts an input of an execution deadline of the task as a part of the task information,
When the display control unit displays the ToDo list in which the task information is registered by the registration control unit, the task information registered by the registration control unit is displayed at a position corresponding to the execution deadline. The work support system according to claim 1, wherein the ToDo list is displayed on the screen.
<Claim 3>
Storage means for storing task information related to tasks to be performed by each user for each user;
Setting means for setting the task information common to a plurality of users based on user operations;
Registration control means for registering the task information common to the plurality of users set by the setting means together with each of the plurality of users in the storage means;
A work support system comprising:
<Claim 4>
Comprising a first designation means for designating a group composed of a plurality of users based on a user operation;
The registration control means registers the task information set by the setting means simultaneously with the storage means in association with each of a plurality of users constituting the group designated by the first designation means. The work support system according to claim 3.
<Claim 5>
A second designating unit configured to designate a specific user among a plurality of users constituting the group based on a user operation;
The registration control unit registers the task information set by the setting unit in the storage unit in association with the specific user specified by the second specifying unit. The work support system described.
<Claim 6>
The work support system according to any one of claims 3 to 5, further comprising display control means for displaying progress information of a task related to the task information registered by the registration control means on a display means.
<Claim 7>
The display control means causes the display means to display the number of unexecuted tasks among the tasks related to the task information registered by the registration control means as the progress information. The work support system described.
<Claim 8>
The work support system according to claim 6, wherein the display control unit displays the progress information on a list of a plurality of predetermined users.
<Claim 9>
When the user logs in to the work support system using his / her account, the registration control unit is configured to display the task information common to the plurality of users set by the setting unit, for each of the plurality of users. The work support system according to claim 3, wherein the work support system is registered in the storage unit in association with each other.
<Claim 10>
Computer
Accepting means for accepting input of task information to be performed by the client,
Information on a task whose input has been received by the receiving unit, and the task information that is common to the plurality of selected clients should be implemented by the client in each ToDo list of the plurality of selected clients. Registration control means for batch registration as task information,
A program characterized by functioning as

1 Work support system 2 Server 21 CPU
22 RAM
23 Storage Unit 24 Operation Unit 25 Display Unit 26 Communication Unit 27 Bus 3 Terminal Device 31 CPU
32 RAM
33 Storage Unit 34 Operation Unit 35 Display Unit 36 Wireless Communication Unit 37 Bus N Communication Network

Claims (10)

Accepting means for accepting input of task information to be executed by the client;
Information on a task whose input has been received by the receiving unit, and the task information that is common to the plurality of selected clients should be implemented by the client in each ToDo list of the plurality of selected clients. Registration control means for batch registration as task information;
A work support system characterized by comprising: Display control means for displaying the ToDo list;
The accepting means accepts an input of an execution deadline of the task as a part of the task information,
When the display control unit displays the ToDo list in which the task information is registered by the registration control unit, the task information registered by the registration control unit is displayed at a position corresponding to the execution deadline. The work support system according to claim 1, wherein the ToDo list is displayed on the screen. Storage means for storing task information related to tasks to be performed by each user for each user;
Setting means for setting the task information common to a plurality of users based on user operations;
Registration control means for registering the task information common to the plurality of users set by the setting means together with each of the plurality of users in the storage means;
A work support system comprising: Comprising a first designation means for designating a group composed of a plurality of users based on a user operation;
The registration control means registers the task information set by the setting means simultaneously with the storage means in association with each of a plurality of users constituting the group designated by the first designation means. The work support system according to claim 3. A second designating unit configured to designate a specific user among a plurality of users constituting the group based on a user operation;
The registration control unit registers the task information set by the setting unit in the storage unit in association with the specific user specified by the second specifying unit. The work support system described.   The work support system according to any one of claims 3 to 5, further comprising display control means for displaying progress information of a task related to the task information registered by the registration control means on a display means.   The display control means causes the display means to display the number of unexecuted tasks among the tasks related to the task information registered by the registration control means as the progress information. The work support system described.   The work support system according to claim 6, wherein the display control unit displays the progress information on a list of a plurality of predetermined users.   When the user logs in to the work support system using his / her account, the registration control unit is configured to display the task information common to the plurality of users set by the setting unit, for each of the plurality of users. The work support system according to claim 3, wherein the work support system is registered in the storage unit in association with each other. Computer
Accepting means for accepting input of task information to be performed by the client,
Information on a task whose input has been received by the receiving unit, and the task information that is common to the plurality of selected clients should be implemented by the client in each ToDo list of the plurality of selected clients. Registration control means for batch registration as task information,
A program characterized by functioning as

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