# Activity categories

## How to add a category

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

<figure><img src="/files/cmxSrPVEAXSzACTBPHKx" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/IZvsVRJtYBdk2VfaMXO9" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/t5DPutlcMVyEEkK05MXe" 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></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="/files/TfkaZJUP8GsBBuGEdyCa" 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="/files/hL1LsKgeSYnIAYgKgeT5" alt=""><figcaption><p>Activities list using the Non-clinical category color (yellow).</p></figcaption></figure>

<figure><img src="/files/EU7rwB7h0KClzrF5lqKu" alt=""><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

{% 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.


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