Be able to reorder template list
complete
Canny AI
Merged in a post:
Manual sort of templates
Nick Adams
I would like the ability to 'drag and drop' the templates in the favourite template menu. It would also be nice to have a condensed view of the favourites - the icons are annoyingly large and I want to see all template favourites in one view without the right scroll
Amanda De cesare
Currently, favourite templates are listed in the order they are starred, with no option to rearrange them. This creates friction when new templates are added, especially if users want to group similar templates together or reorder based on frequency of use.
Request:
Please enable drag-and-drop functionality (or any other method) to allow users to manually reorder templates within their favourites list under My Templates. This would significantly improve usability by:
Allowing grouping of similar templates (e.g., all reports together, referrals together etc)
Reducing the need to un-star and re-star multiple templates just to reorder
Saving time and improving workflow efficiency
Thank you for considering this enhancement!
Theo from Heidi
complete
A
Andrea Hoeg
Merged in a post:
Logical ordering of Templates
Minh Nguyen
Instead of having templates in order of creation, Heidi should allow you to reorder templates so they are in a logical order making it easier to find the templates you’re looking for
Mo from Heidi
planning
Mo from Heidi
Merged in a post:
Favorite templates
C
Charcoal Umbrella
I use 2-3 custom templates which I would like to always appear at the top of the list when creating a document. Currently I have to scroll through a number of heidi templates to get to the ones I want
Mo from Heidi
Hi LESLIE CUEVAS, and voters. I'd love to learn more about why you'd like this. Is this so you can have your most used templates visible, above-the-fold on your "How would you like your notes structured?" modal? Or is there another reason?
G
Gregor Nathanael Schwarz
Mo from Heidi It seems the list is ordered by frequency. One thing I don't like about this that the order then shifts over time and I may prefer a list that has the same order even if I one day or two use a template more that is usually less common. I think options such as 1) frequency based, 2) alphabetical and maybe manual sort could be nice.
Mo from Heidi
Gregor Nathanael Schwarz: Understood. We've added this our backlog. We'll pick up in due course. Even sooner if this post amasses votes! Thanks :)
Heather Wallick
Gregor Nathanael Schwarz
I agree. I see different types of patients on different days. A specific template is use for separate population/visit types. Even the ability to arrange the order of the templates ourselves.