fbpx

How To Create A Form In Microsoft Teams

Do you juggle tedious tasks trying to collect data from your team in Microsoft Teams? It’s a little-known fact that it can be done directly using Microsoft Forms! In this blog post, we are going to guide you step-by-step on creating, sharing, and collecting responses through forms in Microsoft Teams.

Continue reading and uncover the convenience of utilizing integrated tools.

Key Takeaways

  • Set up a Microsoft Teams channel for form creation by adding the Microsoft Forms tab.
  • Easily create forms in Microsoft Teams by selecting the Forms tab and choosing “New Form.”
  • Customize your form by adding different question types, such as multiple choice or text response.
  • Share the form with team members by adding it to a Teams channel and collect responses in real-time.

Setting Up a Microsoft Teams Channel for Form Creation

You can set up a channel in Microsoft Teams for form creation. Here are the steps:

  1. Open Microsoft Teams.
  2. Pick the channel you want to use.
  3. Look for the “Add a Tab” button at the top.
  4. Click this button.
  5. A list of options will show up.
  6. Find and select the Microsoft Forms tab from this list.
  7. Now your channel is set up for form creation!

https://www.youtube.com/watch?v=QrcdSHezSG0

Creating a Form in Microsoft Teams

To create a form in Microsoft Teams, start by adding the Forms tab to a Teams channel and then click on the “New Form” option to begin creating your form. Next, add questions to the form by selecting from various question types and options available.

Once you have finished creating the form, you can preview it before sharing it with team members for collecting responses.

Adding the Forms tab to a Teams channel

Let’s start adding a Forms tab to your Teams channel.

  1. Open your Teams channel. You will find the Options bar.
  2. Look for the “Add a Tab” button in the bar.
  3. Click on it and pick Microsoft Forms from the list.
  4. Now, you are on the configuration page of Forms tab.
  5. Here, you can create a new form or add one that already exists.

Starting a new form

Creating a new form on Microsoft Teams is easy and can be done in a few steps.

  1. Open the team and channel you want.
  2. Find “Forms” in the top bar and click on it.
  3. A box will appear, hit on “Add”.
  4. Now, you will see “Create a Form”. Click on it.
  5. This lets you start your new form.
  6. Type in a title for your form.
  7. Add a quick description if you want to.

Adding questions to the form

To add questions to a form in Microsoft Teams, follow these steps:

  1. Select the “Add new” button in Microsoft Teams.
  2. Choose the type of question you want to add from options like Choice, Text, Rating, and Date.
  3. Enter the question in the designated field.
  4. Add any necessary answer choices or instructions for respondents.
  5. Repeat steps 2 – 4 to add more questions to the form.
  6. Review and make any necessary edits to the form before saving.
  • Microsoft Forms offers different types of questions like Choice, Text, Rating, and Date that can be added to a form.
  • Users can easily create and customize forms within Microsoft Teams by adding various types of questions.
  • The added questions can have multiple-choice answers or open-ended responses depending on user preferences.

Previewing the form

Previewing the form is an important step in creating a form in Microsoft Teams. It allows you to see how the form will look and function before sharing it with others. Here are some key things to know about previewing the form:

  • Click the Preview button on the top bar of the Microsoft Teams Forms tab.
  • The preview shows you exactly how the form will appear to someone filling it out.
  • It helps ensure that the form is designed and formatted correctly.
  • You can use the preview feature to identify any issues or errors in your form.
  • This option is available within the Forms tab in Microsoft Teams.

Sharing and Collecting Responses

Share the form with team members by seamlessly integrating it into your Microsoft Teams channel, making it easily accessible to all. Collect and view responses in real-time, allowing you to analyze and gather the data needed for informed decision-making.

Sharing the form with team members

To share the form you created with your team members in Microsoft Teams, follow these steps:

  1. Open the Microsoft Teams app and go to the channel where you want to share the form.
  2. Click on the “+” button to add a new tab to the channel.
  3. Search for “Forms” in the search bar and select it from the available options.
  4. Click on “Add” to add the Forms tab to your channel.
  5. In the Forms tab, click on “New Form” to start creating a new form.
  6. Customize your form by adding questions using different question types like multiple choice, text answer, or rating scale.
  7. Once you have finished creating your form, click on “Preview” to see how it will appear to respondents.
  8. After reviewing and making any necessary changes, click on “Share” to send the form link to your team members.
  9. You can also specify individual team members who should respond by selecting them from the list of collaborators.

Collecting and viewing responses

To collect and view responses in Microsoft Teams, follow these steps:

  1. Open the form in Microsoft Forms and select the Responses tab.
  2. View summary analysis of the responses collected for the form.
  3. Select the Collect responses option to start gathering feedback.
  4. Share the form with team members by choosing recipients from the Share pane.
  5. Create a share-to-collaborate link to allow others to view and edit quizzes and forms.
  6. Send the form to recipients using the sharing options available.
  7. Collect and analyze responses from team members or other recipients.
  8. Use Microsoft Forms templates for quick survey creation.
  9. Customize the form with themes and branding options available in Microsoft Forms.

Advanced Features and Options

Users can choose from a variety of question types and options, such as multiple choice, ratings, or text response, when creating a form in Microsoft Teams. They can also take advantage of pre-designed templates provided by Microsoft Forms to streamline the form creation process.

Additionally, users have the flexibility to customize the form’s appearance by applying themes and branding elements that align with their organization’s style and branding guidelines.

Types of questions and options available

In Microsoft Forms, there are different types of questions and options available to create forms in Microsoft Teams. You can choose from a variety of question formats like multiple choice, text response, rating scale, and more.

These options allow you to collect specific information from respondents based on your needs. Additionally, you have access to advanced features such as displaying correct or incorrect information next to quiz questions and customizing the form with themes and branding.

By exploring these options, you can create engaging surveys, quizzes, and polls that meet your requirements.

Using Microsoft Forms templates

Microsoft Forms templates are a useful feature when creating forms in Microsoft Teams. Here are some key points to remember:

  • Accessing forms in Teams: Templates for creating forms can be accessed directly within the Microsoft Teams platform.
  • Setting up a Forms tab in Teams: Users can easily set up a dedicated tab for Forms in their Teams channel, making it convenient to create and access forms.
  • Sending invitations to fill out forms: Once the form is created, users have the option to send invitations to other team members or individuals outside of their organization to fill out the form.
  • Creating forms with advanced features: Microsoft Forms templates offer a range of advanced features and options, allowing users to customize their forms based on specific requirements or preferences.
  • Sending forms to other users for response: After creating the form, it can be sent to other users for response. These users can access and fill out the form using any web browser or mobile device.
  • Accessing forms on web browsers and mobile devices: The forms created using Microsoft Forms templates can be accessed and filled out by recipients using any web browser or mobile device, ensuring flexibility and convenience.
  • Real-time feedback and data analysis: Microsoft Forms provides real-time feedback and data analysis capabilities for the forms created within Teams. This allows users to track responses, analyze data, and make informed decisions based on the results obtained.

Customizing the form with themes and branding

You can customize the appearance of your form in Microsoft Forms by using themes and branding. Here are some ways to personalize the form:

  • Adjust the layout
  • Modify the design
  • Personalize the form
  • Change the visual appearance
  • Apply styles
  • Add images
  • Tailor the background
  • Customize the color scheme
  • Create unique templates
  • Update form entries

Conclusion

In conclusion, creating a form in Microsoft Teams is an easy process that allows you to collect valuable information from your team members. With the integration of Microsoft Forms, you can customize your forms with various question types and collaborate in real-time.

By sharing and collecting responses directly within Teams, you can streamline the data collection process and make informed decisions based on the insights gained. Start creating your own forms in Microsoft Teams today!