Quick Start Overview

Last updated: 4 Sep 2023

Here’s how to quickly get started with a new form, deploy it as a survey project, and start collecting data in the field.

Creating an account and signing in

To get started, go to the Sign up page and create an account on one of our public servers. Most users sign up for an account on our Global KoboToolbox Server. Users and organizations that require or prefer data hosting in the European Union can sign up for an account on the European Union KoboToolbox Server.

Once you have created your account, activate your account using the emailed link. You can then sign in to your account via the server URL or the Sign up page.

For more information about signing up for an account, please see the support article Creating an account on KoboToolbox.

Create your first form

1. Create your first form by clicking on New, then choose a source for your project and input project details.

   

2. Click on the + button to add your first question and choose a response type.

   

3. You can also delete, duplicate, and/or add questions to your library.

   

4. To add more details to a question, click on a question’s Settings. For example, you can add skip logic to a question.

   

   (See here for an overview of all formbuilder functions.)

5. Click Preview Form to quickly view your questions and test skip logic.

   

6. To save the form click the Save button, then ‘X’ to close the form.

7. To start collecting data you need to first deploy your draft form as a new data collection project.

   

8. You’re ready to collect data! You can enter data in the browser on any device (computer, iPhone, Android) or use our Android application KoboCollect.