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
Access Settings
Click on “Settings” in the left-hand navigation menu.
Open the Categories Settings
From the Settings menu, select “Categories” to view and manage existing categories.
Equip comes with 5 default categories, and you can keep them, edit them, or delete them, based on the needs of your organization
Add a New Category
Click “Add Category” in the upper right-hand corner.
Name Your Category
Enter a category name—this is what will appear in the dropdown menu when assigning categories to events and routines.
Choose a Category Color
Select a color from the dropdown menu. This will visually distinguish the category when applied.
Save Your Category
Click “Create Category” at the bottom of the screen.
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.