> 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/settings/templates/manage-form-template-categories.md).

# Manage form template categories

## 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.

***

## Add a form category

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

<figure><img src="/files/0rCr5xXMpjf4XwxrrpIa" alt=""><figcaption></figcaption></figure>

&#x20;3\. Click **Add category**.

<figure><img src="/files/aGV7NJ1K06KVZJRtj5ES" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/w0zyfMfwciqprJ0whTO5" alt="" width="375"><figcaption></figcaption></figure>

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

***

## Assign a form template to a category

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

<figure><img src="/files/idXGPGHsVAJJ79ICjPuz" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/5Ytt32KOUX3gFcabTiRn" alt=""><figcaption></figcaption></figure>

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

***

## Manage form template categories

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

<figure><img src="/files/0rCr5xXMpjf4XwxrrpIa" 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="/files/HI0WAhjPIovfkbcwz3xw" alt=""><figcaption></figcaption></figure>

***

**Related article:**&#x20;

* [Set up form templates](/using-caspen/settings/templates/set-up-form-templates.md)

## 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>
