How to Create a Survey in Microsoft Teams

With Microsoft Teams, creating surveys is a breeze. Utilize the built-in integration with Microsoft Forms to design and distribute surveys with ease. Start by opening Teams and navigating to the channel or chat you want to share the survey in. Click the “+” icon and select “Forms” from the list.

Choose to either create a new form or use an existing template. Forms offers various question types like multiple choice, rating scales and text boxes. Add branching logic to enable further questions based on participants’ responses.

Personalize the survey’s appearance by choosing a theme and adding your organization’s logo. Once done, click the “Send” button to share it with your team members or external recipients. You can even embed the survey in a tab in Microsoft Teams for easier access.

Creating surveys in Teams offers plenty of benefits. It saves time compared to traditional methods, and Forms automatically collects and compiles responses into a summary report. Start creating surveys in Microsoft Teams and boost your team’s productivity now!

Overview of Microsoft Teams and Microsoft Forms

Microsoft Teams and Microsoft Forms are useful tools that work together to improve collaboration and gain feedback. Teams can communicate and collaborate in real-time with Microsoft Teams. Microsoft Forms enables creating surveys, quizzes, and polls easily.

Integrating these two helps distribute surveys in Teams channels, making it simpler for team members to give their inputs and opinions. This encourages communication and simplifies collecting data.

Forms provides many survey question types, such as multiple-choice, rating scales, text boxes, etc. This flexibility lets creators make surveys tailored to their requirements. The platform also has customizable themes to make surveys look better.

Forms has advanced features too, such as branching logic and response validation. Branching logic lets respondents get questions based on their previous answers. Response validation lets creators set criteria for responses, increasing data accuracy.

Let’s consider an example that emphasizes the advantages of using Microsoft Teams and Microsoft Forms for making surveys. Suppose a marketing team works on a product launch campaign. They use Teams to communicate and work on the campaign.

To know target audience preferences for packaging designs, they create a survey with Forms. In their Teams channel, they share the survey link and ask team members to give their feedback.

The integration between Teams and Forms makes it easier for team members to access the survey without any extra steps. This eliminates email chains and document sharing delays that usually come with collecting feedback.

As team members submit their responses in real-time, everyone in the team receives insights instantly through automated notifications in Teams. This immediate access to feedback allows continuous collaboration and helps make decisions quickly with fresh data.

Step 1: Accessing Microsoft Teams

Access Microsoft Teams by following these steps:

  1. Open your web browser and go to the Microsoft Teams website.
  2. Sign in with your email address and password.
  3. See the Microsoft Teams dashboard.
  4. Click the “Teams” tab at the left of the screen.
  5. Select the team you wish to create a survey for, and click it to enter the team’s channel.

You should now be able to access Microsoft Teams and begin creating your survey!

Microsoft Teams is a collaboration platform produced by Microsoft. It grants users to communicate and collaborate with their teams easily.

Did you know Microsoft Teams was first presented by Microsoft CEO Satya Nadella on November 2, 2016? It has become a popular tool for businesses and organizations ever since.

Step 2: Navigating to Microsoft Forms

Microsoft Forms is a great tool for quickly generating surveys in Microsoft Teams! Just open MS Teams and go to the channel you want to make the survey in. Then, click the ‘+’ icon to open the menu and select ‘Forms’. This will take you to the Forms platform where you can create your survey.

Customize it with questions, response types, and themes. Enjoy the many features to make your survey appealing and informative. Plus, MS Forms have templates that you can use as a base for your survey, saving you time and effort! This was reported by Microsoft (

Step 3: Creating a New Survey

Creating a survey in Microsoft Teams is easy! Here are the steps:

  1. Launch Teams and go to the channel or chat.
  2. Click the “+” icon and select Forms.
  3. Hit “New Form” to start.
  4. Give a title and add instructions and descriptions.
  5. Click “Add question” to begin.
  6. Choose from multiple choice, text answer, or scale.
  7. Customize appearance with theme colors and background images.
  8. Be clear and concise with questions and offer meaningful responses.

Fun Fact: Surveys created in Teams are automatically saved on SharePoint.

Step 4: Editing and Organizing Survey Sections

Step 4’s necessity is to edit and organize survey sections. It helps refine the survey’s structure and flow of data collection. To do this follow 6 steps:

  1. Review: Check all survey content for errors or areas that need improvement.
  2. Edit Questions: Ensure each question is clear, short, and relevant.
  3. Group: Put similar questions into sections or themes to help participants navigate.
  4. Headers: Use descriptive headers to give context and guide respondents.
  5. Rearrange: Change section sequence for a logical flow or prioritize topics.
  6. Preview & Test: Preview survey from a participant’s perspective to make sure everything’s right.

For better visuals and user experience, consider customizing the design and layout of the survey. Balance brevity and comprehensiveness. Avoid overwhelming participants with too many questions in one section, while still capturing all needed information accurately.

Microsoft Teams feature was introduced to meet the demand for comprehensive data collection. This easy-to-use feature allows users to create surveys directly within the Teams platform. This streamlines feedback gathering and enhances collaboration.

Step 5: Previewing and Testing the Survey

It’s vital to check your survey in Teams before sharing it. Here is a 4-step guide to help you:

  1. Click “Preview”: After you make the survey, click the “Preview” button at the top-right of the screen. This will show what the survey looks like to people answering it.
  2. Test each question: Look at each question and check if it works properly. Make sure all options are there and any mandatory fields are enforced. This will help spot mistakes.
  3. Submit test responses: Before you finish, send a few test responses. Check if the data is recorded correctly and if any automatic scoring or calculations are correct.
  4. Review design: Check the formatting and design of the survey. Ensure fonts, colors, images and other visuals match your style. Make necessary changes to make it better.

Also, get feedback from others. Their opinions may help find areas to improve or make the survey clearer.

By following these steps, you can preview and test your survey and be sure it works before you share it.

Step 6: Sharing and Distributing the Survey in Microsoft Teams

Sharing and distributing your survey in Microsoft Teams? Here’s a guide to make it easier!

  1. Navigate to the channel/chat. Open Teams and select the desired channel/chat. Click the “New conversation” button if needed.
  2. Attach survey link or form. Click the paperclip icon at the bottom. Select “Forms” then either “Existing Form” or “New Form.” Follow the prompts to attach the survey.
  3. Notify participants. Type a brief message about the survey. Click send and the survey is shared!

This approach ensures recipients are directed without confusion. It also maximizes engagement and streamlines data collection.

Step 7: Collecting and Analyzing Survey Responses

Survey responses are vital to the process of creating a survey in Microsoft Teams. This allows you to get useful info from participants and make decisions based on data. To collect and analyze survey responses, take these 3 steps:

  1. Share the survey: Create the survey in Teams then send a direct link or add the participants as members of a team/channel.
  2. Monitor progress: Check the survey’s analytics dashboard to keep track of responses received.
  3. Analyze data: Once enough responses are collected, export the results to Excel for analysis. Apply filters, charts, and functions to better understand trends and patterns.

Additionally, anonymity is essential to getting honest feedback. Make sure the responses remain confidential. Surveys are not about numbers; they’re about understanding the audience and making informed choices for future improvements. Did you know? A study by Forbes found that organizations using online surveys experienced an 84% improvement in customer satisfaction.


Exploring Microsoft Teams’ survey feature reveals its efficiency for data collection and analysis in a collaborative setting.

User-friendly and easily integrated with Microsoft Forms, Teams lessens the survey creation process. This means teams can gain useful feedback from employees or outside participants, improving their decision-making and collaboration.

In addition to creating surveys in Teams, users can join in on the design using Microsoft Forms. This provides customizable questions, branding options, and live response tracking, so teams can create effective surveys.

Before this, surveys required physical forms or emails to be sent out and collected manually. Microsoft Teams’ survey capabilities have changed this by cutting down on data gathering and analysis, saving time and effort around the world.

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