Problem
Currently, in KoboToolbox, all projects and forms are displayed in a flat list without grouping, categorization, or filtering by structure.
This creates significant challenges for:
- Developers/ Data managers managing multiple programs and projects
- Enumerators assigned to multiple forms across different programs
Who is affected?
- NGO/M&E teams managing multiple concurrent projects
- Organizations handling multiple forms under multiple projects simultaneously
- Users assigned to multiple programs at once
Increased risk of :
- Selecting wrong forms
- Editing incorrect project versions
- Slower workflow
- Higher training burden for enumerators
User story
- As a data manager handling multiple programs, I want to organize projects and forms into logical groups (e.g., by program or phase), so that I can quickly find, manage, and update the correct forms without confusion.
- As an enumerator assigned to multiple projects, I want to see only relevant grouped forms, so that I can easily identify and select the correct form during data collection.
Proposal
- Introduce grouping and expand/collapse functionality for projects and forms.
Suggested Workflow
-
User creates or edits a project/form
-
Assigns it to a group/category/tag (e.g., Program A/ Program B/ WASH/ Education…)
-
In the main dashboard:
- Projects appear grouped under collapsible sections
-
User can:
-
Expand a group → see related forms
-
Collapse → reduce clutter
-
-
Optional:
- Use filters/search to find specific groups/forms
Other background
- A UI mockup has been prepared to demonstrate Link (created using AI) :
