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About this lesson
Learn how to share an existing form in a Microsoft Teams channel.
Exercise files
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9.01 share-a-form-in-a-teams-channel - Exercise.docx43.4 KB 9.01 share-a-form-in-a-teams-channel - Exercise solution.docx
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Quick reference
Share a Form in a Teams Channel
Share an existing form in a Teams channel.
When to use
We share a form in a Teams channel whenever we want channel members to interact with the form.
Instructions
Share a Form in a Teams Channel
- Click the App Launcher.
- Click Teams.
- Choose a team channel to share the form in.
- Click the plus (+) button at the top of the page.
- Search for Forms.
- Click to add the Forms application to Teams.
From here we can choose to create a new shared form OR we can share an existing form.
- Click Add an existing form.
- Choose the form you want to share.
We can choose what we want others to be able to do with the form from the drop-down menu: Collect responses, Show results, or Collaborate.
Collect responses: Allow team members to respond to the form.
Show results: Show team members the results of the form.
Collaborate: Work with others to build the form.
- Select Collect responses.
- Tick the box next to Post to the channel about this tab.
- Click Save.
The form will now be loaded into its own tab in the channel.
- Right-click on the tab to see more options.
- Rename the tab if required.
The form is now available for all channel members to respond to. The form will be permanently available in its own channel tab until the tab is deleted.
Create an Adhoc Form in a Channel
It might be that we want to post a form to the channel and collect responses but we don't necessarily want it to be available permanently at the top of the page.
- Click the New conversation button at the bottom of the page.
- Click the three dots.
- Search for the Forms app.
- Create a question and add the options.
- Click Preview to see what the form looks like.
- Click Send.
The form will now be posted to the channel and channel members can respond.
- 00:03 In this final section of the course, we're going to start to take a look at how we
- 00:08 can integrate the forms that we create with other applications in Microsoft 365.
- 00:13 And we're going to start out in this lesson by taking a look at how we can
- 00:17 incorporate a form into teams.
- 00:19 As we all know, Microsoft Teams is an exceedingly popular application
- 00:24 when it comes to communicating and hosting meetings with coworkers.
- 00:28 And we have the ability to directly share a form with all of the members of a team.
- 00:34 So, let's take a look at it.
- 00:36 Now, we're going to start out by opening up Microsoft Teams.
- 00:40 So I'm going to click on the app launcher in the top left hand corner and
- 00:44 there is Teams.
- 00:45 Let's choose it, let's open it up.
- 00:47 Now once again, this isn't a Team's training course, so
- 00:50 we're not going to go into the details of how Teams works.
- 00:52 But if this is the first time that you're looking at Teams,
- 00:55 it is reasonably simple to understand.
- 00:58 On the left-hand side, we have all of the teams and
- 01:00 the channels that we have access to.
- 01:03 So for example, I'm part of the sales and marketing team and there are three
- 01:07 different channels underneath this team for specific conversations.
- 01:11 Now I'm going to collapse up pretty much everything other than the team that we're
- 01:15 going to be working with.
- 01:17 And that is the MSFT team just here.
- 01:20 Now, we only have one channel underneath this team and that is the general channel.
- 01:25 And this is a channel where conversations can take place.
- 01:28 You can see in the post section,
- 01:30 I can start the conversation by clicking the New conversation button at the bottom.
- 01:34 Now, this team, the MSFT team, if I click the three dots and
- 01:39 go into Manage team, we can see all of the members of this team.
- 01:44 So, I'm the team owner, but
- 01:46 then we have all of these people who are also members of this specific team.
- 01:51 Now, what I might want to do here is take the form that I created in
- 01:57 the MSFT group in forms and add it to the general channel in Teams.
- 02:02 And this will effectively make it available for all members of this channel.
- 02:06 So if we go to the top here where we have Posts and Files and
- 02:10 click the + button, we can search for Microsoft forms.
- 02:15 There it is, let's add the application.
- 02:18 Now, what I could do is create a brand new form directly from here.
- 02:22 But if you already have a form that you've created in the Microsoft Forms
- 02:26 application, you can choose to add an existing form.
- 02:29 And then below,
- 02:30 you're going to see a big long list of all of the forms that you've created.
- 02:34 Now, I want to choose the Staff Beverage Survey but I could choose any of these,
- 02:39 and then I can choose if I want to collect responses.
- 02:42 So if I want the members of this channel to respond to the form,
- 02:46 I can show them the results of the form or
- 02:48 I can effectively let them collaborate on the form instead.
- 02:52 Now, I'm going to say I want to know what their responses are, so we're going to
- 02:56 collect responses, and I'm going to post to the channel about this tab so
- 03:00 that everybody knows it's there.
- 03:03 Let's click on Save.
- 03:04 Now, this is going to go away and
- 03:07 it's going to load up that form into its own tab.
- 03:10 Notice here if I hover over it it says Fill Staff Beverage Survey.
- 03:15 Now I can rename this, so let's do that.
- 03:18 Because this is a little bit long,
- 03:20 I'm just going to rename it to Drinks Survey and click on Save.
- 03:24 So now, anybody who is a member of this team can start the quiz,
- 03:29 they can go in, they can select their answer, and submit the form.
- 03:34 Remember we only have one question in this very short form.
- 03:37 So that is one way that you can share a form with a team's channel.
- 03:42 Now, another thing that you could possibly do is if we go back to Posts,
- 03:46 notice that we now have something in here because I chose to announce the creation
- 03:51 of this form to the channel.
- 03:52 That's the message that automatically got sent.
- 03:55 Now, what I could do here is start a new conversation,
- 03:59 click the three dots, and I could choose Forms from here.
- 04:03 And I could effectively create a form on the fly and post it into the channel.
- 04:08 So I've added a quick question, how is everyone feeling today?
- 04:11 I've added some options, I'm going to say, record name of respondents, and
- 04:16 then I'm going to click on Preview.
- 04:18 So I can see what this form is going to look like, I can then say, Send.
- 04:23 And that form is going to get posted to the channel and people can come in,
- 04:27 they can select their options, submit their vote, and
- 04:30 they can also see live updates of the answers as they come in.
- 04:33 So, that's a couple of different ways that you can utilize
- 04:38 Microsoft Forms within Microsoft Teams.
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