Categories

Organizing with Categories

The Categories section under Settings helps organize forms, making them easier to filter, sort, and view.

Steps to Manage Categories

• Select a Location from the drop-down to view or create categories for the district or individual campuses.

• Click the Add New icon, enter a name, and click Save to create a new category.

• Use the small icons to activate/deactivate categories, edit names, or remove them from the list.

Viewing Templates by Category

• If templates are created using a category, click the blue square next to the category name to view the template titles and associated applications.