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Creating Categories
Trent Kocurek avatar
Written by Trent Kocurek
Updated today

Equip allows users to create custom categories to keep events and routines organized and easy to identify. Categories help structure your workflow by grouping related activities under color-coded labels. Follow the steps below to create a new category in Equip.


Steps to Create a Category

  1. Access Settings

    1. Click on “Settings” in the left-hand navigation menu.

  2. Open the Categories Settings

    1. From the Settings menu, select “Categories” to view and manage existing categories.

    2. Equip comes with 5 default categories, and you can keep them, edit them, or delete them, based on the needs of your organization

  3. Add a New Category

    1. Click “Add Category” in the upper right-hand corner.

  4. Name Your Category

    1. Enter a category name—this is what will appear in the dropdown menu when assigning categories to events and routines.

  5. Choose a Category Color

    1. Select a color from the dropdown menu. This will visually distinguish the category when applied.

  6. Save Your Category

    1. Click “Create Category” at the bottom of the screen.

    2. Return to the Category Settings anytime to add, edit, or delete categories as needed.

🎨 Pro Tip when creating Categories:

  • Use high-contrast colors for better visibility, especially if your calendar has multiple events.

  • Lighter colors work well for background organization, while bold colors (like red or orange) can highlight urgent tasks.

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