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Last updated: 27 Jan 2026
This article provides an overview of the KoboToolbox interface and explains how to navigate the main pages where you create forms, manage data, and configure project settings. It introduces the Projects home page and the four main pages within each project: SUMMARY, FORM, DATA, and SETTINGS.
When you sign in to your KoboToolbox account, you land on the Projects home page. The Projects home page displays all projects that you own or that have been shared with your account. From there, you can also access key features and account-level settings.
The Projects home page includes the following:
A list of all projects owned by or shared with your account.
Access to the Library from the left side menu.
The NEW button to create a new project.
Tabs to view Deployed, Draft, or Archived forms.
A Search bar to find projects in your project list.
A profile icon in the top right corner to access account settings, change the interface language, or log out of your account.
Note: From any page in your KoboToolbox account, click Help for quick links to the Help Center, Community Forum, KoboToolbox Academy, and to view in-app notifications. Click Source to access the KoboToolbox source code.
To open a project, click on its name in the My Projects table. Each project contains four main pages: SUMMARY, FORM, DATA, and SETTINGS.
The SUMMARY page provides an overview of your project, including:
Project information such as the description, status, owner, and dates last modified and deployed.
Submission statistics for the past seven days, 31 days, three months, 12 months, and the total number of submissions.
Quick links to key project functionalities (e.g., edit or preview form).
Sharing permissions and users the project is shared with.
The FORM page contains tools for building, updating, and deploying your project. It is divided into sections.
In the Current version section, you can:
Preview the current form version.
Edit the form in the Formbuilder.
Open the More actions menu to download the XLSForm or XML file, share the project, clone the project, or create a template.
Manage translations for forms with multiple languages.
DEPLOY or REDEPLOY the form.
In the Form history section, you can:
View past versions of the form and their deployment dates.
Clone previous form versions.
In the Collect data section, you can:
Choose a data collection method.
Click Copy to copy the link or Open to open the form in your browser.
Allow submissions without requiring a username and password.
The DATA page provides access to all collected data and includes a data Table, custom Reports, a photo Gallery, a Download tab to export data, and a Map view for GPS data.
To learn more about managing your data in KoboToolbox, see Viewing and validating your data and Editing and deleting your data.
The SETTINGS page contains configuration options for your project. It is divided into multiple tabs:
General: Update the project name and description, archive or delete the project.
Media: Upload and manage project media files.
Sharing: Update sharing permissions for other users.
Connect Projects: Set up connections for dynamic data attachments.
REST Services: Configure REST services to automatically send submissions to third-party applications.
Activity: View and export the project history logs, including changes made by other users.
To learn more about managing projects, see Managing projects in KoboToolbox.
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