Microsoft Forms

Overview

Microsoft Forms is a way to create surveys, polls or quizzes. The application can be used as a stand-alone or within Teams (and SharePoint). Within Teams, users can create quick interactive polls.  

The application via the portal provides robust functionality to create surveys, polls or quizzes. Any previously created Forms can be added to a Team as a Tab. 

This article provides an overview of Forms functionality and access:

  1. Office Portal

  2. Teams: 

    1. Quick on the fly polls, or 

    2. Previously created Forms created in the Portal

For more detailed instructions and functionality, please see: https://support.microsoft.com/en-us/forms.

Microsoft Forms via Office 365 Portal

Forms can be accessed through by logging into the Office 365 Portal

  1. Access the portal: https://portal.office.com. 
  2. Click on Apps on the lest side and then on All Apps
  3. Click on "Forms"

Create a Form within Office Portal

Once you open Forms, you will see either New Quiz or New Form at the top; Click on the button you would like to start with

Once the form or quiz opens, you can give it a title and then select from the following options:

Each option has different choices, however, they all have the option to be required or not.  You also have the option to copy, delete, or reorder.  Once you finish your form there are many options to consider

  1. Click on Style to change the appearance of the form
  2. Click on Settings to change the options for the form (see options below)
  3. Click on Preview to see what the form will look like on a computer or mobile device
  4. Click on Collect responses to send the form to others via Outlook, Teams or by a link.
  5. Click on View Responses after sending the form to collect the responses.

   

Microsoft Forms via Teams

There are several ways to access Microsoft Forms within Teams.  

1. Add the Application in Teams:

  • In Teams, click on the ellipses (...) along the left hand side, and search for Forms. 

2. Once installed, it can be used on any chat or channel that is NOT private.  Forms can be access using the Forms Icon in the Chat/Channel or via the top Tool bar. 

From the Chat/Channel Bar: 

a.  Select the Forms Icon  from the Channel or Chat to insert a poll, for example:

From the Top Tool Bar

To use it in the channel, type @forms in the message and Forms will start a new poll. 

This poll will only show up for the current channel. 

Add an Existing Form

If you want to use an existing poll or quiz, you can create a new tab in the channel at the top. 

When you find Forms to add, it will ask if you want to create a new form or use an existing form or quiz.

 

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