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Deleting Categories

Learn how to delete categories in Equip to keep your workspace clean and remove outdated or unused labels.

Written by MaryGrace Flores

You can delete an unused category. Equip blocks deletion while the category is associated with records, so remove or change those associations first if appropriate. Deleting an unused category is permanent.


⚙️ Open Account Settings

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

  • Select AccountSettings from the dropdown menu

📁 Navigate to Category Settings

  • Under the Data Properties section, In the Settings menu on the left-hand side, click Categories

  • You’ll now see a list of all categories currently in your program

🗑 Delete a Category

  • Find the category you want to remove

  • Click the three dots (⋯) to the right of that category

  • Select Delete Category from the menu

  • Confirm the deletion when prompted


Equip Tip: A category in use cannot be deleted. Review its associated records before changing or removing their category.

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