Skip to content
Draft
Show file tree
Hide file tree
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
35 changes: 0 additions & 35 deletions source/archiving_projects.md

This file was deleted.

26 changes: 0 additions & 26 deletions source/delete_project.md

This file was deleted.

161 changes: 0 additions & 161 deletions source/howto_edit_multiple_submissions.md

This file was deleted.

23 changes: 0 additions & 23 deletions source/howto_edit_single_submissions.md

This file was deleted.

Binary file added source/images/kobotoolbox_interface/data.png
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file added source/images/kobotoolbox_interface/form.png
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file added source/images/kobotoolbox_interface/projects.png
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file added source/images/kobotoolbox_interface/settings.png
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file added source/images/kobotoolbox_interface/summary.png
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file added source/images/managing_projects/archive_home.png
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file added source/images/managing_projects/create.png
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file added source/images/managing_projects/delete_home.png
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
15 changes: 6 additions & 9 deletions source/index.rst
Original file line number Diff line number Diff line change
Expand Up @@ -169,22 +169,19 @@ Search the knowledge base, browse our resources, and visit our forum for more de
:caption: Managing Projects & Data
:name: home-page-toc-managing-projects

project_summary
record_validation
delete_project
kobotoolbox_interface.md
managing_projects.md
viewing_validating_data.md
editing_deleting_data.md
export_download
advanced_export
managing_repeat_groups
archiving_projects
project_sharing_settings
managing_permissions
export_gps
howto_edit_single_submissions
howto_edit_multiple_submissions
photo_download
managing_files_media.md
deleting_media
getting_started_organization_feature
activity_logs
getting_started_organization_feature

.. raw:: html

Expand Down
80 changes: 80 additions & 0 deletions source/kobotoolbox_interface.md
Original file line number Diff line number Diff line change
@@ -0,0 +1,80 @@
# Overview of the KoboToolbox interface

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**.

## Navigating the Projects home page
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 <i class="k-icon-library"></i> **Library** from the left side menu.
* The **NEW** button to create a new project.
* Tabs to view <i class="k-icon-deploy"></i> **Deployed**, <i class="k-icon-drafts"></i> **Draft**, or <i class="k-icon-archived"></i> **Archived** forms.
* A <i class="k-icon-search"></i> **Search** bar to find projects in your project list.
* A **profile icon** in the top right corner to access [account settings](https://support.kobotoolbox.org/account_settings.html), change the interface language, or log out of your account.

<p class="note">
<strong>Note:</strong> From any page in your KoboToolbox account, click <i class="k-icon-help"></i> <strong>Help</strong> for quick links to the Help Center, Community Forum, KoboToolbox Academy, and to view in-app notifications. Click <i class="k-icon-logo-github"></i> <strong>Source</strong> to access the KoboToolbox source code.
</p>

![Projects](images/kobotoolbox_interface/projects.png)


## Working within a project
To open a project, click on its name in the **My Projects** table. Each project contains four main pages: **SUMMARY**, **FORM**, **DATA**, and **SETTINGS**.

### SUMMARY page
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.

![Summary](images/kobotoolbox_interface/summary.png)

### FORM page
The **FORM** page contains tools for building, updating, and deploying your project. It is divided into sections.

In the **Current version** section, you can:
* <i class="k-icon-view"></i> **Preview** the current form version.
* <i class="k-icon-edit"></i> **Edit** the form in the [Formbuilder](https://support.kobotoolbox.org/formbuilder.html).
* <i class="k-icon-replace"></i> **Replace** the form with an [XLSForm](https://support.kobotoolbox.org/getting_started_xlsform.html) or [template](https://support.kobotoolbox.org/question_library.html).
* Open the <i class="k-icon-more"></i> **More actions** menu to download the XLSForm or XML file, [share the project](https://support.kobotoolbox.org/managing_permissions.html), clone the project, or create a template.
* <i class="k-icon-language"></i> **Manage translations** for forms with [multiple languages](https://support.kobotoolbox.org/language_dashboard.html).
* **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](https://support.kobotoolbox.org/data_through_webforms.html).
* Click **Copy** to copy the link or **Open** to open the form in your browser.
* Allow submissions [without requiring a username and password](https://support.kobotoolbox.org/project_sharing_settings.html#allowing-submissions-without-authentication).

![Form](images/kobotoolbox_interface/form.png)

### DATA page
The **DATA** page provides access to all collected data and includes a data <i class="k-icon-table"></i> **Table**, custom <i class="k-icon-reports"></i> **Reports**, a photo <i class="k-icon-gallery"></i> **Gallery**, a <i class="k-icon-download"></i> **Download** tab to export data, and a <i class="k-icon-map-view"></i> **Map** view for GPS data.

<p class="note">
To learn more about managing your data in KoboToolbox, see <a href="https://support.kobotoolbox.org/viewing_validating_data.html">Viewing and validating your data</a> and <a href="https://support.kobotoolbox.org/editing_deleting_data.html">Editing and deleting your data</a>.
</p>

![Data](images/kobotoolbox_interface/data.png)


### SETTINGS page
The **SETTINGS** page contains configuration options for your project. It is divided into multiple tabs:
* <i class="k-icon-settings"></i> **General:** Update the project name and description, [archive](https://support.kobotoolbox.org/glossary.html#archived-projects) or delete the project.
* <i class="k-icon-gallery"></i> **Media:** Upload media files and [manage uploaded files](https://support.kobotoolbox.org/managing_files_media.html).
* <i class="k-icon-user-share"></i> **Sharing:** Update [sharing permissions](https://support.kobotoolbox.org/managing_permissions.html) for other users.
* <i class="k-icon-attach"></i> **Connect Projects:** Set up connections for [dynamic data attachments](https://support.kobotoolbox.org/dynamic_data_attachment.html).
* <i class="k-icon-data-sync"></i> **REST Services:** Configure [REST services](https://support.kobotoolbox.org/rest_services.html) to automatically send submissions to third-party applications.
* <i class="k-icon-document"></i> **Activity:** View and export the [project history logs](https://support.kobotoolbox.org/activity_logs.html#project-history-logs), including changes made by other users.

![Settings](images/kobotoolbox_interface/settings.png)

<p class="note">
To learn more about managing projects, see <a href="https://support.kobotoolbox.org/managing_projects.html">Managing projects in KoboToolbox</a>.
</p>
4 changes: 2 additions & 2 deletions source/managing_permissions.md
Original file line number Diff line number Diff line change
Expand Up @@ -33,7 +33,7 @@ The following permissions are available:
| View submissions | User can view submitted data. |
| Add submissions | User can submit data using the form. |
| Edit submissions | User can edit submitted data. |
| Validate submissions | User can [approve or reject](https://support.kobotoolbox.org/record_validation.html) submitted data. |
| Validate submissions | User can [approve or reject](https://support.kobotoolbox.org/viewing_validating_data.html#validating-your-data) submitted data. |
| Delete submissions | User can delete submitted data. |
| Manage project | User can do all of the above and manage project settings. |

Expand Down Expand Up @@ -99,7 +99,7 @@ To copy team permissions from another project:

<details>
<summary><strong>Tracking changes made by other users</strong></summary>
KoboToolbox keeps <a href="https://support.kobotoolbox.org/activity_logs.html">Activity Logs</a> that show a complete timeline of account and project actions. <strong>Project History Logs</strong> record every modification inside a project—uploads, edits, deletions, and submissions—so you can trace changes, assign responsibility, and pinpoint when problems began.
KoboToolbox keeps <a href="https://support.kobotoolbox.org/activity_logs.html">activity logs</a> that show a complete timeline of account and project actions. <strong>Project History Logs</strong> record every modification inside a project—uploads, edits, deletions, and submissions—so you can trace changes, assign responsibility, and pinpoint when problems began.
</details>
<br>
<details>
Expand Down
Loading