Work with colleagues in Teams to create, edit and review Forms

According to Microsoft (2020), If you're using Microsoft Teams, you can now access your Microsoft Forms directly in the app. Easily set up a Forms tab, create a new form to collect responses, add an existing form to collect responses or show survey results, collaborate with your team on a form, create notifications for your form, or conduct a quick poll just for your team.

Tip: Create a survey, quiz, or poll with Microsoft Forms. Want to create an advanced survey? Try Microsoft Forms Pro.

Work with your team members to create and edit a form

In Microsoft Teams, you can add a Forms tab so you can create a new form or add an existing one that your entire team can edit.

Add a Forms tab to create a new form 

  1. In Teams, go to the channel you want and click Add a tab + .

  2. Under Tabs for your team, click Forms.

  3. In the Forms tab configuration page that opens, choose Create a shared form that your team can edit, then provide a name for your new form.

  4. Post to the channel about this tab is automatically checked so you can immediately share your new form with your team. If you don't want to share it right away, deselect this option.

  5. Click Save.

You are now ready to work with your team to create this form.

Note: Each form tab will have an action status in front of the form title. In the following example, this survey is in the process of being created, so Edit is in front of the form title: Edit | Survey: Feedback on the New Tour.

Forms tab in Microsoft Teams that shows a form in "Edit" mode

Add an existing form to collect responses, show survey results, or collaborate with your team

  1. In Teams, go to the channel you want and click Add a tab Add button .

  2. Under Tabs for your team, click Forms.

  3. In the Forms tab configuration page that opens, choose Add an existing form.

  4. In the Search field, type in the name of the form you want to add or select from the list below the field.

  5. In the dropdown list below Add an existing form, choose whether to Collect responsesShow results, or Collaborate.

  6. Post to the channel about this tab is automatically checked so you can immediately share your new form with your team. If you don't want to share it right away, deselect this option.

  7. Click Save.

If you select Collect responses, the form will be in "Fill" mode, so you'll see Fill in front of the title to let you know you're in the process of collecting responses from your team. Example: Fill | Survey: Feedback on the New Tour.

Forms tab in Microsoft Teams that shows a form in "Fill" mode

If you select Show Results, you are sharing the results of a form with your team, and the form will be in "Results" mode. You'll see Results in front of the title to let you know responses have been collected and you're now sharing those results with your team. Example: Results | Survey: Feedback on the New Tour.

Forms tab in Microsoft Teams that shows a form in "Results" mode

If you select Collaborate, you and your team can edit an existing form. You'll see Edit in front of the title to let you know the form is open for edit. Example: Edit | Survey: Feedback on the New Tour.

Start a conversation with your team about a form

Now that you've created a new form or added an existing one, anyone on your team can contribute to your form. It's easy to get a conversation going about it by clicking on the conversation icon in the upper right corner of Teams.

Conversation tab icon in Microsoft Teams

A conversation window will open to the right of your form tab. Learn more about using the Conversation tab in Microsoft Teams.

Set up notifications about your form

The Microsoft Forms connector can help you keep your team up-to-date on the responses for your forms. Just tell the connector which forms you want to subscribe to, and the channel will be notified with a summary of responses each day.

  1. Next to the channel for which you want to set up a notification about your form, click More options More options button > Connectors.

  2. To the right of the Forms icon, click the Configure button.

  3. Under Choose the form you want to receive notifications for, click the drop down menu and select a form. You'll receive a daily update of responses to your selected form.

Learn more about notifications in Microsoft Teams.

Conduct a poll within your team

With Microsoft Forms, you can create an instant, real time poll in seconds within your Microsoft Teams app.

  1. Go to the Teams channel or chat window in which you want to include a quick poll. At the bottom of your Teams app, click Forms.

    Forms bot triggered in Microsoft Teams

    Note: If you don't see the Forms icon, click Messaging extensions More options button , and then select Forms.

  2. Add your question and options, and then click Next.

    Forms quick poll results in Microsoft Teams
  3. Preview your poll, and then click Edit if you want to make changes, or click Send if you're ready to post it.

As people in your group take the poll, you'll see real time results in your group conversation.

Reference Page Entry

Microsoft. (2020). Work with colleagues to create, edit, and review forms in Microsoft Teams. Retrieved from https://support.office.com/en-us/article/work-with-colleagues-to-create-edit-and-review-forms-in-microsoft-teams-333b97a3-41d9-48bc-a1cb-84a96bd44e14

Details

Article ID: 107024
Created
Thu 5/7/20 8:57 AM
Modified
Fri 6/26/20 11:53 AM

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