Create & Manage Event Categories

Resident users searching for events in the Public Portal and staff users searching for events in the Events module can filter by event category to narrow their search results. This article will guide you through how to create, edit, delete, and reorder event categories.

Important Notes

• By default, event categories are displayed in the Public Portal's Event Categories dropdown and the Events module Category filter according to the order in which they were created; the system does not alphabetize them automatically. If you would like to have the event categories appear in a particular order, you will need to manually reorder them.

• All event templates must be assigned an event category.

Create an Event Category

1. Sign in to the system if you have not already

2. Navigate to the User Menu, then select the Settings option:

   

3. Click the Events and Public Portal tile:

   

4. Click the Events tile:

   

5. Navigate to the Events Categories section:

   

6. Click the New Event Category button:

   

7. Enter a Category Description for the event category:

   

   Note:

   The category description will be used as the category's "name" in the Public Portal and the Events module.

8. Click Create Event Category to save the new category and return to the Events page, or click Create and Add New to save the new category and immediately begin creating a new one:

   

9. The new event category has been added

Edit an Event Category

1. Sign in to the system if you have not already

2. Navigate to the User Menu, then select the Settings option:

   

3. Click the Events and Public Portal tile:

   

4. Click the Events tile:

   

5. In the Events Categories section, click the Edit tool (purple pencil icon) to the right of the event category you wish to edit:

   

6. Edit the Category Description for the event category as desired:

   

   Note:

   The category description will be used as the category's "name" in the Public Portal and the Events module.

7. Click the Save Changes button:

   

8. The event category has been edited

Reorder Event Categories

1. Sign in to the system if you have not already

2. Navigate to the User Menu, then select the Settings option:

   

3. Click the Events and Public Portal tile:

   

4. Click the Events tile:

   

5. In the Events Categories section, click the Edit Order button:

   

6. Click and hold the grid icons next to the event categories you wish to move, then drag and drop them into the desired order:

   

7. Click the Save Changes button:

   

8. The event categories have been reordered

Delete an Event Category

1. Sign in to the system if you have not already

2. Navigate to the User Menu, then select the Settings option:

   

3. Click the Events and Public Portal tile:

   

4. Click the Events tile:

   

5. In the Events Categories section, click the Delete tool (red trash can icon) to the right of the event category you wish to delete:

   

6. Click the Delete Event Category button on the Delete Event Category pop-up that appears to confirm the deletion:

   

7. The event category has been deleted