# Sort forms into categories

> In Weplanify, categories sort your forms: their icon, their sentence, who sees them and their order in the employees' Make a request screen.

- Product: Weplanify (https://weplanify.io)
- Section: Forms & requests
- Web page: https://weplanify.io/docs/formulaires.categories?lang=en
- Other language: https://weplanify.io/docs/formulaires.categories.md
- Last updated: 2026-09-30

In Weplanify, a category groups forms together (HR requests, Reports, Incidents…). It is a heading in **Make a request** and a filter in the forms list.

![The Categories panel: each category with its icon, number of forms, who sees it, and the Move up, Move down, Edit, Delete arrows](https://firebasestorage.googleapis.com/v0/b/weplanify/o/docs%2Fformulaires%2Fmaj-2026-09-28%2Ffo-categories-3e991bc6.webp?alt=media&token=585c1a1d-b75c-4bd1-bc06-88deea45707c)

## Steps

1. In **Requests → Forms**, click **Categories**.
2. Click **New category**, or hover a category and click the **Edit** pencil.
3. Give a **Name**, the **Sentence employees see** and an **Icon**: the **Preview in the app** shows the result.
4. In **Visible to**, pick groups; leave it empty for all employees.
5. Turn on **Pin to the menu** to add, under Forms, a shortcut to the list filtered on this category, for every administrator.
6. Click **Save** (or **Create the category**). The **Move up** and **Move down** arrows set the order of the headings.

![The Edit the category window: name, sentence employees see, icon, Visible to, Pin to the menu and the preview](https://firebasestorage.googleapis.com/v0/b/weplanify/o/docs%2Fformulaires%2Fmaj-2026-09-28%2Ffo-categorie-75758a5b.webp?alt=media&token=8ab128ed-cca6-46c2-a245-78d9000530fd)

## Good to know

- Categories marked **Built in** (Expense, Advance / Loan, Planning) keep their name and cannot be deleted.
- Deleting a category deletes neither its forms nor their answers: they become uncategorised.
- A form can narrow further who sees it, at the Sharing step ([who can answer](https://weplanify.io/docs/formulaires.assigner?lang=en)).

## Related guides

- [Choose who can answer a form, and when](https://weplanify.io/docs/formulaires.assigner?lang=en) — In Weplanify, a form's Sharing step sets who can answer it (everyone, some sites, some groups or some people) and during which period of time.
- [Weplanify forms: requests, reports and surveys](https://weplanify.io/docs/formulaires?lang=en) — In Weplanify, every company form sits in a single list, sorted by category, showing what is waiting for your decision and what is running late.
- [Receive employees' HR requests](https://weplanify.io/docs/formulaires.demandes-rh?lang=en) — In Weplanify, HR requests is a category of forms (equipment, certificate, working hours) that employees find in their Make a request screen.
- [Make a request: leave, expense, advance or form](https://weplanify.io/docs/formulaires.faire-une-demande?lang=en) — In Weplanify, the Make a request screen brings leave, expense claims, advances and forms together: find what you need and send your request.