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Create Categories
Evan Gove avatar
Written by Evan Gove
Updated over a week ago

In this article, you will learn step-by-step instructions for how to create categories in Equip.

Step 1: The first step in creating your own category is locating the program settings. To do this, select “Settings” in the navigation menu on the left-hand toolbar.

Step 2: After selecting this, a menu will become visible, offering navigation to the program Settings. Select “Settings” from the drop down menu.

Step 3: After selecting “settings,” you will need to navigate to the categories settings to edit or customize the categories. To do this, select “Categories” on the navigation list within Settings. Once selected, you will be able to view all of the previously created categories.

Step 4: To add a new category, select the “Add Category” button in the upper right hand corner. Here you will name and color coordinate your category.

Step 5: Name your category. This is what will be listed in the drop-down menus where categories are assigned.

Step 6: Select a color to be associated with your category. A drop-down menu with colors is available upon click.

Step 7: Finally, select “Create Category” at the bottom of the screen.

Step 8: Congratulations! You have created a new category. This will be now be visible when assigning categories to Events and Routines. Come back to the Category Settings at any time to add or edit categories.

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