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How to Add a Category in the Planner

Creating categories in the Planner section helps organize your events, making it easier to track and manage different types of activities. Here’s a quick guide on how to add a new category to your Planner.

Accessing the Planner Section

  • Open the Dashboard: Start by navigating to your FaithLife OS dashboard.
  • Locate the Planner Section: Click on the Planner section to access it.

Adding a New Category

  • Click on the “New Category” Button: On the left side of the Planner section, you’ll see the New Category button. Click on it to begin creating a new category.
  • Fill Out the Category Properties:
    • Title: Enter the name of the category you want to add (e.g., Church, Family, Work).
    • Icon: Change the default icon to one that best represents the category. This can make your Planner more visually organized and easy to navigate.

Displaying the Category in “Events This Month by Category”
In the Events This Month by Category section, your new category might not immediately appear. This can happen for a couple of reasons:

  • No Events Added to the Category: The category will only show up if there is at least one event assigned to it. Create an event and select the new category for it to appear.
  • Category is Hidden: If there are events assigned to the category but it still doesn’t appear, the category might be hidden. To make the category visible:
    • Click the View Options icon.
    • Click Group.
    • Make the category visible by selecting it from the list.

This simple process ensures that your new category is displayed in your Planner and properly organized for easy access.

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