# 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.**
3\. Click **Add category**.
4. Enter the category details (name, **color**, optional description), then click **Save**.
**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**.
3. Select an existing category, or click **Create category** to add a new one.
4. Click **Save** (top-right).
***
## Manage form template categories
1. Go to **Settings → Form templates**.
2. Click **Manage categories**.
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**.
***
**Related article:**
* [Set up form templates](/using-caspen/settings/templates/set-up-form-templates.md)
## Frequently asked questions
Do I have to use categories?
No. If you do not assign a category, the template stays **Uncategorized**.
How do I assign or change a template category?
Go to **Settings** → **Form templates**, find the template, then click **Actions** → **Settings**. In **Design**, choose a **Category**, then click **Save**.
What happens if I archive a category?
Form templates using that category will show as Uncategorized.
---
# Agent Instructions: Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter:
```
GET https://support.caspen.com/using-caspen/settings/templates/manage-form-template-categories.md?ask=
```
The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.