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Creating Categories

Learn how to create and manage Categories in Equip to label and organize everything from goals to documents—no folders required.

MaryGrace Milligan avatar
Written by MaryGrace Milligan
Updated yesterday

Categories help you stay organized across the entire platform—whether you’re labeling goals, events, routines, documents, or routines. In this article, you’ll learn how to create your own custom categories directly from your program settings.


⚙️ Open Account Settings

  • Click your profile photo in the top-right corner of any page

  • Select Account Settings from the dropdown menu

📁 Go to Category Settings

  • In the Settings menu on the left-hand side, click Categories

  • This opens your Category Library, where all categories are managed

➕ Add a New Category

  • Click the Add Category button in the top-right corner

  • In the Name field, enter the label you want your category to have

  • Use the Color dropdown to assign a color that visually identifies the category

✅ Save Your New Category

  • Click Create Category at the bottom of the form

  • Your new category will now appear in your Category Library and be available across Equip


Equip Tip: Every category you create becomes a universal filter across Equip. That means no more digging—just filter by category to instantly pull up the right goals, events, or files.

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