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Planning Center Help

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Use campuses and categories to stay organized

See also:

If you have multiple campuses or similar workflows or lists, assign them to campuses and categories, and then filter them.

  1. Select the Lists, Workflows, or Forms page.

  2. On the left, select the All Campuses or All Categories dropdowns to choose a campus and/or category to filter your view.

Important

Campuses are managed in account settings. Only organization administrators have access to them.

Create, edit, or delete categories

Add categories related to ministries or events to make filtering your lists, workflows, and forms easier.

  1. Select the Lists, Workflows, or Forms page.

  2. Choose the All Categories dropdown on the left.

  3. Select Manage Categories to view a list of all categories.

  4. Create a category by entering the name in the box.

  5. Select Done to save your category.

Edit or delete existing categories following the steps below.

  1. Select the ✏️ edit icon on the right of a category to change the name.

  2. Select Save to save the new category name.

  3. Select the ✏️ edit icon on the right of a category and then the 🗑️ delete icon to delete it. Lists, workflows, and forms in that category will show as unassigned.

Add categories to lists, workflows, and forms

Add categories to your lists, workflows, and forms to help you stay organized.

  1. Select the Lists, Workflows, or Forms page.

  2. Select a list, workflow, or form to update.

  3. Select the Settings tab. 

  4. Select a campus and/or category from the Filter settings section on the right.

Once you choose the campus or category, it will be added to the header of the list, workflow, or form.

Important

Lists, workflows, and forms are shown alphabetically by title, then by campus and category.