Activity categories
Learn how to add categories for activities in Caspen.
How to add a category
Go to Catalogue → Activities tab.
Click Add category.
Enter the details, then click Create.
Category field reference
Name
The category name shown in lists and menus.
Examples: Reports, Case Notes, Admin, Communications.
Calendar colour
The colour 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 colour in the calendar.
If you change a category’s colour later, all activities in that category update to the new colour.
Why it helps Colour coding makes it faster to scan lists and the calendar. Use distinct colours for each activity category (for example: Non-clinical tasks = yellow).
Example: set a category colour Actions → Edit category → Calendar colour → select yellow → Save.
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.
Edit an activity category
Go to Catalogue → Activities.
Find the category, then click Actions → Edit category.
Update the Name, Calendar colour, or Description, then click Save.
Archive an activity category
Go to Catalogue → Activities.
Find the category, click Actions → Archive category.
It is now removed from the Activities list.
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