Create, edit, and collaborate on a form in Microsoft Teams

Create, edit, and collaborate on a form in Microsoft Teams

Tip: Try Microsoft Forms to create a survey, quiz, or poll.

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.

Add a Forms tab to create a new form or add an existing one

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.

Work with your team members to create and edit a form

  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 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 a new form. 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 compiled, 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 responses, Show 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 are collecting responses from your team, 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 for your form. Example: Fill | Survey: Feedback on the New Tour.

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

If you are sharing the results of a form with your team, the form will be in "Results" mode, so 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 want to collaborate on an existing form with your team, the form will be in "Edit" mode, so 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.

    Add a Forms connector to your channel to keep your group current with content and updates for your Microsoft Forms

  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 quick poll within your team

With Microsoft Forms quick poll, you can create an instant, real time poll in seconds by using the Forms bot.

  1. In the Conversations tab, type @Forms.

  2. In the Suggestions window that appears, select Forms.

  3. Click What can I do?

  4. Click Your question? Option1, Option2.

  5. Highlight and delete the placeholder text, Your question? Option1, Option2.

  6. Type your question, followed by options. For example: "How should we get customers' feedback? Online survey, Interview in person."

    Microsoft Forms QuickPoll in Microsoft Teams

Team members can now respond to the poll and see the result in real time.

Responding to a Microsoft Forms QuickPoll in Microsoft Teams

See Also

Download and install Microsoft Teams

Frequently asked questions about Microsoft Forms

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