How to Integrate MS Forms with Teams

Objective

This article walks users through the steps needed to integrate MS Forms into Teams.

Steps

Add a Forms Tab to Create a New Form

  1. Open Teams and click on the Channel you would like to add a MS Form to.

Screenshot of the Teams homepage highlighting the Desired Channel

  1. Select the + icon in the top panel.

Screenshot of the channel page in Teams highlighting the + icon in the upper panel

  1. In the pop-up window, you can now search for "Forms" and select the Forms icon.

Image of the pop-window highlighting the Forms icon

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

Image of the Forms configuration tab highlighting the option to create a new form

Note: 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.
  1. Click on Save.
  2. Each form tab will have an action status in front of the form title.
    • In the following example, this Test Form is in the process of being created, so Edit is in front of the form title: Edit | Test.

Image of the channel homepage highlighting the Edit|Test tab

Add an Existing Form to Collect Responses, Show Survey Results, or Collaborate With Your Team

  1. Open Teams and click on the Channel you would like to add a MS Form to.

Screenshot of the Teams homepage highlighting the Desired Channel

  1. Select the + icon in the top panel.

Screenshot of the channel page in Teams highlighting the + icon in the upper panel

  1. In the pop-up window, you can now search for "Forms" and select the Forms application.

Image of the pop-window highlighting the Forms icon

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

Screenshot of forms configuration tab highlighting the Form and the action drop-down

  1. Select the Form that you would like to add to the teams. In the dropdown list below, choose whether to Collect responsesShow results, or Collaborate.
  • 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 | Test.

Image of the channel homepage highlighting the Fill |Test tab

  • 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 | Test.

Image of the channel homepage highlighting the Result |Test tab

  • 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 | Test.

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.

Image of the channel homepage highlighting the message icon

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

Image of the channel homepage highlighting the conversation window.

Details

Article ID: 1063
Created
Tue 3/14/23 6:54 PM
Modified
Thu 3/16/23 6:03 PM