> For the complete documentation index, see [llms.txt](https://umang.gitbook.io/user-guide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://umang.gitbook.io/user-guide/getting-started/quickstart.md).

# Quick Steps

## 1. **Sign Up/Log In**

* Visit the [Fieldata portal.](https://triline.fieldata.in/)
* If you're a new user, sign up and create an account. If you already have an account, log in with your credentials.

## 2. **Set Up Your Project**

* Once logged in, navigate to the **Projects** section.
* Create a new project by providing basic details like project name, category, and timeline.

## 3. Design Your Survey Form

* Choose between **ODK forms** or **Web forms** to create your custom survey.
* Add questions, logic, and conditions to suit your data collection needs.

## 4. **Deploy Forms to Field Teams**

* Assign the created forms to your field teams for data collection.
* Set permissions and define data collection schedules.

## 5. **Collect Data**

* Field teams can collect data using mobile devices (online or offline).
* Data is automatically synced to the Fieldata portal in real-time once an internet connection is available.

## 6. **Monitor and Evaluate**

* Track the progress of your data collection efforts via the dashboard.
* Use the **Monitoring & Evaluation (M\&E)** tools to review key performance indicators (KPIs) and assess project outcomes.

## 7. Export and Analyze Data

* Once data collection is completed, export the data in various formats such as **Excel, CSV, SPSS**, etc.
* You can also generate custom reports and visualizations through the Fieldata portal.

## 8. **Visualize and Analyze Data**

* Use Fieldata’s dashboard to visualize data with charts, graphs, and tables.
* Filter and drill down into specific data points to extract actionable insights.

## 9. **Continue Monitoring**

* Continuously monitor data in real-time and make adjustments as necessary to ensure project goals are met.