Once you’ve added categories to your goals, events, documents, and more—you can quickly filter by category to find exactly what you’re looking for. It’s one of the easiest ways to cut through the clutter and stay focused.
🔍 Filter by Category
You can filter by category in most major sections of Equip, including:
Events
Documents
Forms
Assessments
Routines
📂 How to Apply a Category Filter
Go to the section you want to filter
Click Filter at the top of the page
Look for the Category dropdown
Select the category or categories you want to view
Choose Apply Filters to run a one-time filtered search
Or select Apply & Save Filters to make this your default view
The page will automatically update to show only items with that category
You can combine category filters with other filters (like participant name, date, or status) to narrow your results even further.
Equip Tip: Categories aren’t just labels—they’re your search power tools. Use them to instantly surface what matters most, especially in programs with high activity.