Getting Started

• Introduction to KoboToolbox
• Creating a KoboToolbox account
• Quickstart guide
• Glossary of KoboToolbox terms

Account & Billing

• Creating a KoboToolbox account
• Resetting your password
• Account settings
• Managing account usage limits
• Setting up two-factor authentication
• Monitoring project and account activity

Using the Formbuilder

• Getting started with the Formbuilder
• Adding questions in the Formbuilder
• Text questions in KoboToolbox
• Select questions in KoboToolbox
• Numeric questions in KoboToolbox
• Date and time questions in KoboToolbox
• Media questions in KoboToolbox
• GPS questions in KoboToolbox
• Note questions in KoboToolbox
• Question options in the Formbuilder
• Groups and repeat groups in the Formbuilder
• Creating a question matrix in the Formbuilder
• Adding translations in KoboToolbox
• Styling web forms in the Formbuilder
• Adding form metadata in the Formbuilder
• Introduction to form logic in the Formbuilder
• Adding skip logic in the Formbuilder
• Adding validation criteria in the Formbuilder
• Adding calculations in the Formbuilder
• Adding cascading select questions in the Formbuilder
• Selecting options from an external file in the Formbuilder
• Dynamic data attachments using the Formbuilder
• Using the KoboToolbox question library
• Public collections in the KoboToolbox library

Using XLSForm

• Introduction to XLSForm
• Getting started with XLSForm
• Using XLSForm with KoboToolbox
• Question types in XLSForm
• Managing option choices in XLSForm
• Grouping questions in XLSForm
• Repeat groups in XLSForm
• Question options in XLSForm
• Question appearances in XLSForm
• Adding translations in XLSForm
• Adding media to an XLSForm
• Introduction to form logic in XLSForm
• Using functions in XLSForm
• Using regular expressions in XLSForm
• Adding skip logic in XLSForm
• Adding constraints in XLSForm
• Adding required logic in XLSForm
• Adding choice filters in XLSForm
• Adding calculations in XLSForm
• Form settings in XLSForm
• Styling your forms using XLSForm
• Form metadata in XLSForm
• Pulling data from an external CSV
• Selecting options from an external file in XLSForm
• Selecting options from a map
• Selecting options from an image
• Dynamic data attachments in XLSForm
• Adding a custom submission message
• Library locking with XLSForm
• Importing library collections using XLSForm

Collecting Data

• Data collection with KoboToolbox
• Deploying forms for data collection
• Collecting data using web forms
• Setting up the KoboCollect app
• Collecting data using KoboCollect
• Customizing KoboCollect settings
• Collecting GPS data with KoboToolbox
• Collecting qualitative data with KoboToolbox
• Collecting data in multiple languages

Managing Projects & Data

• Overview of the KoboToolbox interface
• Managing projects in KoboToolbox
• Viewing and validating your data
• Editing and deleting your data
• Exporting and downloading your data
• Advanced options for exporting data
• Managing repeat group data
• Project files and media overview
• Uploading media files to a project
• Managing respondent-submitted media
• Sharing projects with project-level settings
• Sharing projects with user-level permissions
• Monitoring project and account activity
• Using the Team management feature

Analyzing Data

• Data analysis with KoboToolbox
• Preparing your form for data analysis
• Visualizing your data with reports
• Mapping your GPS data
• Transcription and translation of audio responses
• Qualitative analysis of audio responses
• Converting data for SPSS and Stata

Integrations

• Getting started with the API
• Using the API for synchronous exports
• Connecting KoboToolbox to Microsoft Excel
• Connecting KoboToolbox to Power BI
• Merging Individual Data with Roster Data through Power Query in Excel
• Using the REST services
• Exporting and Uploading Data to GIS Software
• KoboToolbox integration with monday.com
• Migrating from v1 to v2 API

Data Security & Protection

• KoboToolbox data security measures
• Compliance with GDPR
• Compliance with HIPAA
• Data storage
• Encrypting forms

Additional Resources

• Manually uploading submissions
• Importing forms manually into KoboCollect