# Activity categories

> Learn how to add categories for activities in Caspen.

Source: https://support.caspen.com/catalog/activities/activity-categories
Documentation index: https://support.caspen.com/llms.txt

## How to add a category

1. Go to **Catalog** → **Activities** tab.
2. Click **Add category**.

<figure><img src="https://support.caspen.com/files/cmxSrPVEAXSzACTBPHKx.webp" alt=""><figcaption></figcaption></figure>

3. Enter the details, then click **Create**.

<figure><img src="https://support.caspen.com/files/IZvsVRJtYBdk2VfaMXO9.webp" alt=""><figcaption></figcaption></figure>

<figure><img src="https://support.caspen.com/files/t5DPutlcMVyEEkK05MXe.webp" alt=""><figcaption></figcaption></figure>

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### Category field reference

| Field          | Description                                                                                                           |
| -------------- | --------------------------------------------------------------------------------------------------------------------- |
| Name           | <p>The category name shown in lists and menus.</p><p>Examples: Reports, Case Notes, Admin, Communications.</p> |
| Calendar color | The color activities in this category use on the calendar.                                                            |
| Description    | Internal note about how this category is used.                                                                        |

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### How calendar colours work

**How it works**

- Activities inherit their category color in the calendar.
- If you change a category’s color later, all activities in that category update to the new color.

**Why it helps**\
Color coding makes it faster to scan lists and the calendar. Use distinct colors for each activity category (for example: Non-clinical tasks = yellow).

**Example: set a category color**\
**Actions → Edit category → Calendar color → select yellow → Save.**

<figure><img src="https://support.caspen.com/files/TfkaZJUP8GsBBuGEdyCa.webp" alt="" width="422"><figcaption></figcaption></figure>

**Where you’ll see it**

- **Activities list:** Activities in the **Non-clinical tasks** category show in yellow.
- **Calendar:** Those activities appear in yellow on the calendar.

<figure><img src="https://support.caspen.com/files/hL1LsKgeSYnIAYgKgeT5.webp" alt="Activities list using the Non-clinical category color (yellow)."><figcaption><p>Activities list using the Non-clinical category color (yellow).</p></figcaption></figure>

<figure><img src="https://support.caspen.com/files/EU7rwB7h0KClzrF5lqKu.webp" alt="Calendar event using the Non-clinical category color (yellow)."><figcaption><p>Calendar event using the Non-clinical category color (yellow).</p></figcaption></figure>

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## Edit an activity category

1. Go to **Catalog** → **Activities**.
2. Find the category, then click **Actions** → **Edit category**.
3. Update the **Name**, **Calendar color**, or **Description**, then click **Save**.

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## Archive an activity category


> **Info:**
>
> **Note:** You can only archive an empty category. Reassign or archive its activities first.


1. Go to **Catalog** → **Activities**.
2. Find the category, click **Actions** → **Archive category**.

It is now removed from the Activities list.
