: Custom Task Categories for Better Workflow Organization | Voters

: Custom Task Categories for Better Workflow Organization

Trisha Blecich

Currently, tasks are limited to 5 categories (Order, Coordinate, Communicate, Document, Action). It would be helpful to add custom categories like "Research" and "Consult" to better match different medical workflows and specialties.

This would allow users to organize tasks in a way that makes more sense for their specific practice needs while maintaining the existing functionality of filtering and task management.

Heidi Team

Thanks for sharing this, Trisha Blecich — really helpful context. I can definitely see how being limited to the 5 default categories could make it harder to match different specialties and workflows, especially if you’re trying to add things like “Research” or “Consult” while keeping filtering/task management intact. I’m looping this into our team’s review, and if we need any extra details on your use case we’ll follow up.

Trisha Blecich

Thanks so much! I really appreciate your quick reply and for looping this into the team. I also appreciate how big of a job it is to account for the huge differences in workflow across your user spectrum- from private practice and larger health‑system environments, its a herculean task! Thanks again for taking the time to consider this! So far Heidi is proving to be the top contender for me!