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

What is this article about?

If you're using Microsoft Teams to collaborate with your colleagues, you can access Microsoft Forms directly in the app. Easily setup 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, or create notifications for your form.

How do I use this technology?

In Microsoft Teams you can work with Forms in a variety of ways. Below are some of the most frequently used options for facilitating form collaboration with a team.

 

Create, and edit a new form

  1. Login to Microsoft Teams (See What is Microsoft Teams, and how do I use it?)
  2. Select the desired Team.

    Microsoft Teams team membership listing
     
  3. Go to the desired Channel.

    Microsoft Teams team general channel
     
  4. Click the Add a tab + button.

    Microsoft Teams channel add tab button highlighted
     
  5. Under Add a tab click Forms.

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

    Microsoft Teams Add a tab Forms configuration panel name field highlighted
     
    • Post to the channel about this tab is automatically selected so you can immediately share your new form with your team. If you're not ready to notify the team right away, deselect this option.
  7. Click Save.

    Microsoft Teams Team Add a tab Form configuration save button highlighted

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 form is in the process of being created, so edit is in front of the form title (i.e. Edit | Feedback on Virtual Game Night).

Microsoft Teams Forms tab example

 

Additional information on creating forms

 

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

 

  1. In Teams, go to the desired Team.
  2. Select the desired Channel.

    Microsoft Teams team general channel
     
  3. Click Add a tab +.

    Microsoft Teams channel add tab button highlighted
     
  4. Under Add a tab, click Forms.

    Microsoft Teams Add a tab Forms highlighted
     
  5. In the Forms configuration page that opens, choose Add an existing form.

    Microsoft Teams Add a tab Form select existing option highlighted
     
  6. In the Search field, type in the name of the form you want to add, or select from the list below the field.

    Microsoft Teams Add a tab Form Select existing dialog
     
  7. In the drop-down menu below Add an existing form, choose whether to Collect responses, Show results, or Collaborate.

    Microsoft Teams Add a Tab form configuration mode select menu highlighted
     
  8. Post to the channel about this tab is automatically selected so you can immediately share your new form with the team. If you're not ready to share it right away, deselect this option.

    Microsoft Teams Add a tab form configuration panel post notice highlighted
     
  9. Click Save.​​

 

Start a conversation about a form

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

Microsoft Teams General Channel forms tab chat button highlighted

A conversation window will open to the right of your form.

Microsoft Teams General Channel forms tab chat pane highlighted

 

Setup notifications about your form

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

  1. In Teams, go to the desired Team.
  2. Select the desired Channel.
  3. Next to the Channel you want to setup a notification about your form, click More options > Connectors.
  4. To the right of the Forms icon, click the Configure button.
  5. Under Choose the form you want to receive notifications for, click the drop-down menu and select a form.

The selected channel will now receive daily update of responses to the selected form.

 

Is there any additional information I should know about?

For additional assistance contact the IT Services Technical Support Center via phone at (907) 786-4646, toll-free at (877) 633-3888, email us at uaa.techsupport@alaska.edu, or visit the Services section to open a support ticket.

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