Complete KoboToolbox Training Course

Learn how to get started with Kobo Toolbox: sign up, activate your account, choose between hosting options, and log in using a supported browser.

Discover the Kobo Toolbox interface with projects and library modules, switch between modes, create and deploy projects, draft vs deployed forms, search assets, and access settings, help, and community resources.

Create your first KoboToolbox project from scratch using the new project button, set name and country, and learn to use templates or Excel forms to deploy and add questions.

Add your first question to a KoboToolbox form by using the plus sign, choosing a text response type, and saving to preview and organize your form with the toolbar.

Learn how to configure KoboToolbox question options, including hints, settings, delete and duplicate actions, adding to library, skip logic, constraints, data column naming, guidance hints, and appearances.

Explore the select one response type in KoboToolbox, learn to create single-choice questions with options, manage option values (automatic vs custom), and preview and collapse decks for cleaner forms.

Explore the select many response type in KoboToolbox, allowing multiple choices from a list, with examples on household income sources and crops planted.

Explore the text response type and its difference from select one and select many, emphasizing free text, spelling issues, and data analysis in names and place of birth.

Learn how to set integer responses in KoboToolbox by selecting the number question type, with examples like household size and rooms, using typing or arrows, and previewing the form.

Explore decimal question types in KoboToolbox, recording measurements with units such as square meters and kilometers, and learn how decimals allow fractions like 150.5, unlike integers.

Learn how to use the range response type in KoboToolbox to constrain numeric answers with a defined start and end point and configurable steps. See examples from 0 to 10.

Use the date response type to collect dates such as date of birth or date of death, capturing year, month, and day, with both selection and typing options.

Learn how the time response type captures actual times using a time picker and am/pm, and how it differs from duration questions that yield numbers.

Explore the date and time response type in KoboToolbox, enabling questions with a date and time answer using two controls and a preview to verify form appearance.

Explore the point response type to capture latitude and longitude for a discrete location using GPS, with browser and mobile accuracy up to five meters, address search, and manual entry.

Learn to capture road trajectories with the line feature in KoboToolbox by collecting multiple GBS points and connecting them into a line, then preview on the mobile device and browser.

Explore how the area response type in KoboToolbox draws a closed polygon by starting at a point, connecting boundary points with latitude and longitude, and calculating the land area.

Explains the photo response type in KoboToolbox, enabling photo capture on mobile or attaching existing photos in browser, with examples of housing unit and infected tobacco leaf submissions.

Learn how to use the audio response type to capture long-form answers by recording with a mobile device microphone or by attaching pre-recorded audio, then add and preview audio questions.

Explore the video response type in KoboToolbox: capture or attach videos on mobile or browser, use for detailed demonstrations and qualitative analysis, with form preview and deployment.

Use the file response type to attach PDFs, Excel documents, or other file types to submissions, alongside media like photos or videos.

Explain the note response type, which does not take input, and is used to display a note or label on form for instructions to enumerators or respondents during section transitions.

Learn how the combo toolbox captures information from barcodes and QR codes to identify items, such as scanning a farmer's ID on a membership card to capture the number.

Use an acknowledge question with a single checkbox to obtain consent and continue, storing an okay value in the database once checked, then proceed to the next question.

Learn to perform calculations in KoboToolbox by using previous question responses, multiplying bags by price to compute total revenue, and storing the result in the database.

Apply the rating response type to rate several statements with a shared response set, saving space and time, e.g., climate change is real, manmade.

Learn how to design ranking questions in KoboToolbox, assign four ranked options, enforce unique selections, and capture first through fourth choices for analysis.

Learn to build a question matrix in KoboToolbox, defining columns for land size, amount harvested, and fertilizer, with crop rows (rice, maize, beans); note web-only support and mobile limitations.

Master grouping questions in KoboToolbox to structure forms, create repeated groups for household member data, and apply skip logic to groups for conditional questioning.

Learn how to manage groups in KoboToolbox: create groups, add and move questions, set a group's data column name, control multi-question screens, and nest groups for flexible survey design.

Show how to reuse a previous answer to complete subsequent questions for each household member in a KoboToolbox form by referencing the name variable with dollar signs and curly brackets.

learn how to create repeating groups in KoboToolbox by grouping questions for each household member, enabling dynamic addition with a plus sign and removal with a minus sign.

Configure default responses for text, date, and select questions in KoboToolbox to avoid biased answers. Learn to enter correct values (text, yyyy-mm-dd dates, and select values) and preview results.

Learn skip logic and relevant criteria to reveal questions conditionally. Set a condition so 'name of the club' shows only when 'are you a member of any club' equals yes.

Apply skip logic with multiple criteria to target cooperative members with two years of membership. Exclude those with executive committee roles and display 'you have been selected for the study'.

Demonstrates KoboToolbox skip logic: a control question about planting maize decides whether a group of follow-up questions on land size, fertilizer, harvest, and sales displays.

Master manual skip logic in XLSForm by defining data column names and variables, using yes/no values, and building conditions like why do you think this is so.

Configure an other specify option for select one or select many questions, add a text field, and apply skip logic in KoboToolbox to show it only when others are selected.

Apply validation logic in KoboToolbox by setting upper and lower constraints to ensure valid responses, enforce consistency between questions, and display clear error messages.

Learn to build validation logic in xlsform by manually entering conditions, including range checks (0–5) and cross-field comparisons using dollar signs and curly braces, with clear error messages.

Master cascading selects in KoboToolbox by building continent, country, and city lists in Excel, linking them as parent and child to filter options based on prior answers.

Learn to manage translations in KoboToolbox by defining languages, translating strings, and saving a fully translated questionnaire across multiple languages.

Explore KoboToolbox form settings and metadata, toggling between single page and grid themes, organizing into multiple pages, and configuring metadata like device id, start and end times, and sharing permissions.

Use the library module in KoboToolbox to create questions, blocks, and templates, then drag them into your form. Manage assets in collections and apply skip logic and validation criteria.

Deploy your completed KoboToolbox form to start data collection; switch among draft, deployed, or archive, and enter data via web form or mobile devices, with Encanto waveforms next.

Explore data entry with Enketo web forms in KoboToolbox, including online and offline multiple submissions, online only single submissions, embeddable forms, and preview mode.

Configure android devices with the KoboToolbox Collect app by installing Kobo Collect, connecting to the server with your username and password, and downloading blank forms for data collection.

Explore data entry in KoboToolbox on mobile devices, including form navigation, offline saving, GPS point capture, and uploading completed forms for GIS export.

Explore how to customize the Kobo Collect interface through general settings, including theme, device language, text size, navigation options, and splash screen selection.

Explore how to manage forms in Kobo Collect, including automatic updates, version hiding, submission settings, constraint processing, media size controls, question guidance, and data import options.

Configure user access controls in Kobo Collect by setting an admin password and restricting actions, such as sending finalized forms, viewing sent forms, and getting blank forms.

Explore the summary tab in KoboToolbox to monitor data submissions, view per-date uploads, and access form details, languages, questions, and quick links for sharing, editing, and reporting.

Learn to use KoboToolbox reporting to view default bar charts and statistics, create custom reports, stratify by variables such as gender, and export reports as pdf or Word.

View, accept, edit, and delete data in the KoboToolbox table view, switch languages and validation status, and confirm deletions.

Navigate to the gallery to view all collected images, videos, and audios from your project. Export these assets along with the data to preserve your media and records.

Learn how to download KoboToolbox data in formats like Excel, CSV, and media attachments, with language options, timestamps, dashboards, Excel analyzer, and handling repeating groups with group headers.

Explore how to view collected GPS points on a map, switch layers and overlays, toggle between points and heatmaps, and disaggregate spatial data by variables like gender to reveal patterns.

Explore managing projects in the KoboToolbox form designer: edit and redeploy forms without losing data, tag and share forms, clone or replace templates, and manage translations, downloads, and archiving.

Export a KoboToolbox form to Excel and use three worksheets—form, choices, settings. Define variables with type, name, and label; apply constraints, skip logic, and calculations across the sheets.

Create a KoboToolbox form in Excel by building a workbook with three sheets (leaders, choices, sittings) and define types, names, and labels in the survey and choices sheets.

Learn to add note and text questions in KoboToolbox by defining delta column names, labeling prompts, and using text with appearance options like multi-line and numbers to capture string data.

Preview your phone form by uploading an Excel file, creating a project, and using the preview icon to verify questions.

Learn to group questions in KoboToolbox by inserting a begin group and end group, naming the group and labeling notes and texts, then preview and save the grouped form.

Learn to implement integer and decimal question types in KoboToolbox, including age as an integer, weight as a decimal with thousand separators, and income formatting, then group and preview form.

Learn to configure the range response type in KoboToolbox, setting start, end, and step within a group to create numeric scales and a star-rating question, including decimal steps.

Explore configuring KoboToolbox form fields for date, time, and date-time responses, using appearance options such as month-year and year-only, and choosing spinners or no calendar methods for mobile preview.

Master select type questions in KoboToolbox by defining lists and variables for gender, income sources, marital status, and colors, with dropdown, minimal, and combo box appearances.

Explore media options in KoboToolbox forms, including image, audio, video, and file attachments, with practical steps for setting up a media group, customizing appearances, and limiting image size.

Learn to capture location in KoboToolbox using point GPS with latitude, longitude and accuracy; draw traces, areas, and bearing, and configure maps appearance and accuracy thresholds.

Learn to capture and decode barcodes and QR codes in KoboToolbox, saving values as text or numbers, and configure a barcode question in EXO with live camera scanning on mobile.

Learn to build calculator-based calculations in KoboToolbox by using calculate response type and the calculation column, performing arithmetic operations to compute total earnings from bags sold and price per bag.

Define and implement an acknowledge question type in KoboToolbox forms by adding a checkbox labeled okay, so users must click okay to proceed to the next question.

Learn to define metadata in KoboToolbox forms, adding auto-collected fields such as start, end, today, device ID, IMSI, SIM serial, and contact details like phone, username, and email.

Learn how to add hints to questions and use the guidance hint in KoboToolbox, display hints under labels, and provide notes to explain why a question is included for collaborators.

Learn to mark questions as required with the required column and required_message in KoboToolbox, showing a star and blocking submission until answered.

Learn how to reduce bias in KoboToolbox surveys by randomizing the order of select-one options, using the randomize parameter, and configuring lists and questions.

Learn to define default responses in a KoboToolbox form by creating a default column and setting values for name, phone, age, date, gender, and color; preview and save to apply.

Learn how to nest groups in KoboToolbox by creating groups within groups, using questions like rice production, and applying skip logic to streamline surveys.

This lesson demonstrates adding repeating groups in an excel form to build a household composition table, including member name, age, and gender, with begin repeat and occurrence labels.

Learn to control repeat counts in KoboToolbox by adding a repeat_count column and dynamically setting repeats using a household size question, ensuring correct form behavior.

Define constraints in Excel form using validation logic to enforce household size between 1 and 20. Display messages for invalid entries and ensure garden help does not exceed household size.

Explain how to implement relevance skip logic in KoboToolbox forms, showing conditional questions based on prior answers, including select one, select multiple, and text inputs.

Learn to define cascading select questions in KoboToolbox by organizing an excel choices sheet with continent, country, and city lists, and applying a choice filter to show dependent options.

Learn to add translations in forms by setting a default language, translating labels, guidance hints, required and constant messages, and translating choices while previewing in multiple languages.

Learn to end an interview on KoboToolbox by introducing a consent question and applying skip logic to show follow-up groups only if consent is yes; otherwise exit gracefully.

Learn to reference values from repeat groups in KoboToolbox with indexed-repeat and calculate, including capturing the household head and using prior repeats for follow-up questions.