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
- Open Teams and click on the Channel you would like to add a MS Form to.
- Select the + icon in the top panel.
- In the pop-up window, you can now search for "Forms" and select the Forms icon.
- 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.
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.
- Click on Save.
- 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.
Add an Existing Form to Collect Responses, Show Survey Results, or Collaborate With Your Team
- Open Teams and click on the Channel you would like to add a MS Form to.
- Select the + icon in the top panel.
- In the pop-up window, you can now search for "Forms" and select the Forms application.
- In the Forms tab configuration page that opens, choose Add an existing form.
- Select the Form that you would like to add to the teams. In the dropdown list below, choose whether to Collect responses, Show 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.
- 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.
- 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.
A conversation window will open to the right of your form tab.
