# Manage form template categories

> Organize your form templates with categories so you can find and manage them faster.

Source: https://support.caspen.com/settings/templates/manage-form-template-categories
Documentation index: https://support.caspen.com/llms.txt

## Overview

Categories are labels that group your form templates (for example, Pre-screening, Consent, Admin). They keep things organized so you can find the right template faster. You can assign a category to a template in the form template settings.

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## Add a form category

1. Go to **Settings** → **Form templates**.
2. Click **Manage categories.**

<figure><img src="https://support.caspen.com/files/0rCr5xXMpjf4XwxrrpIa.webp" alt=""><figcaption></figcaption></figure>

 3\. Click **Add category**.

<figure><img src="https://support.caspen.com/files/aGV7NJ1K06KVZJRtj5ES.webp" alt=""><figcaption></figcaption></figure>

4. Enter the category details (name, **color**, optional description), then click **Save**.

<figure><img src="https://support.caspen.com/files/w0zyfMfwciqprJ0whTO5.webp" alt="" width="375"><figcaption></figcaption></figure>

**Next step:** Once the category is created, you can assign templates to it.

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## Assign a form template to a category

1. Go to **Settings → Form templates**.
2. Find the template and click **Actions → Settings**.

<figure><img src="https://support.caspen.com/files/idXGPGHsVAJJ79ICjPuz.webp" alt=""><figcaption></figcaption></figure>

3. Select an existing category, or click **Create category** to add a new one.

<figure><img src="https://support.caspen.com/files/5Ytt32KOUX3gFcabTiRn.webp" alt=""><figcaption></figcaption></figure>

4. Click **Save** (top-right).

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## Manage form template categories

1. Go to **Settings → Form templates**.
2. Click **Manage categories**.

<figure><img src="https://support.caspen.com/files/0rCr5xXMpjf4XwxrrpIa.webp" alt=""><figcaption></figcaption></figure>

3. Use **Actions** next to a category to:

- **View:** See the category details and any templates assigned to it.
- **Edit:** Update the category name, **color**, or description.
- **Archive:** Retire a category you no longer want to use. Templates assigned to this category will become **Uncategorized**.

<figure><img src="https://support.caspen.com/files/HI0WAhjPIovfkbcwz3xw.webp" alt=""><figcaption></figcaption></figure>

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**Related article:**

- [Set up form templates](https://support.caspen.com/settings/templates/set-up-form-templates)

## Frequently asked questions

<details>

<summary>Do I have to use categories?</summary>

No. If you do not assign a category, the template stays **Uncategorized**.

</details>

<details>

<summary>How do I assign or change a template category?</summary>

Go to **Settings** → **Form templates**, find the template, then click **Actions** → **Settings**. In **Design**, choose a **Category**, then click **Save**.

</details>

<details>

<summary>What happens if I archive a category?</summary>

Form templates using that category will show as Uncategorized.

</details>
