> For the complete documentation index, see [llms.txt](https://support.caspen.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.caspen.com/using-caspen/catalog/activities/activity-categories.md).

# Activity categories

Learn how to add categories for activities in Caspen.

## How to add a category

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

<figure><img src="https://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2FXfWquamxetCdnEgNKGfN%2Factivities_tab.png?alt=media&amp;token=101c4097-ee0d-4c9f-a000-0a2326cbcf88" alt=""><figcaption></figcaption></figure>

3. Enter the detail&#x73;**,** then click **Create**.

<figure><img src="https://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2FOnLKWa4jxDMHnGAGFzIl%2Fnew_category.png?alt=media&amp;token=a51a1f68-6667-4968-97e8-d9647c8af8f9" alt=""><figcaption></figcaption></figure>

<figure><img src="https://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2F9oCJMtISxWR5Tgok8WsM%2Fcategory.png?alt=media&amp;token=977b1211-9c1e-46b6-a51a-7d2b1ce5b420" alt=""><figcaption></figcaption></figure>

***

### Category field reference

| Field          | Description                                                                                                           |
| -------------- | --------------------------------------------------------------------------------------------------------------------- |
| Name           | <p>The category name shown in lists and menus.</p><p></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.                                                                        |

***

### 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://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2Fbd7HOwYU5tRJGA70nWFE%2Fyellow_category.png?alt=media&amp;token=f1c98186-3ea7-4d58-8af8-8daed4505561" 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://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2Fg8JpRd89NYVTCnEyGGpy%2Fnew_category_yellow.png?alt=media&amp;token=4a5c775f-9bf9-4016-8b77-4be09329cfaf" alt=""><figcaption><p>Activities list using the Non-clinical category color (yellow).</p></figcaption></figure>

<figure><img src="https://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2FZioOZFbTQaEi9h9NUsed%2Factivity%20in%20cal.png?alt=media&amp;token=6e173a82-1c1b-4d01-b38d-cae0c6f8f5db" alt=""><figcaption><p>Calendar event using the Non-clinical category color (yellow).</p></figcaption></figure>

***

## 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**.

***

## Archive an activity category

{% hint style="info" %}
**Note:** You can only archive an empty category. Reassign or archive its activities first.
{% endhint %}

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

It is now removed from the Activities list.
