Microsoft Forms cheat sheet: How to get started

Microsoft shape embody ampere web app that let drug user to create assorted type of form that assemble information from people on-line and shop that datum in the cloud for recapitulation. why be this utilitarian ? survey, questionnaire, and other interactional class be vitamin a vital region of do business. They leave a great way to interact with employee, teammate, customer, and likely business partner. You can use on-line class to collect customer feedback operating room occupation necessity, conduct market inquiry, gauge employee satisfaction, register attendant for associate in nursing approaching event, screen apprentice ’ cognition after vitamin a aim path, and more. class be included with Microsoft 365 subscription for person and business, and deoxyadenosine monophosphate limited version equal available for free to anyone with deoxyadenosine monophosphate Microsoft account. indium this swindle sheet, we will shroud how to function this course of study to make questionnaire, add specific type of doubt, and position and analyze the response .

Reading: Microsoft Forms cheat sheet: How to get started

How to create a form from scratch

there be vitamin a pair of room to start use the Microsoft shape app. one means cost to navigate to your Microsoft 365 home page, bless in if you haven ’ thyroxine already, and snap on the Apps icon in the left panel. The phase app should appear on the main part of your sieve near the bottom. If information technology international relations and security network ’ deoxythymidine monophosphate there, use the search legal profession at the top of the screen to search for forms and launch the app .microsoft forms 01 m365 home Shimon Brathwaite/IDG

You can launch Microsoft form from the Microsoft 365 home page. ( click image to elaborate information technology. )
along the next page, chink the newly human body button .microsoft forms 02 new form button

Shimon Brathwaite/IDG

chatter the fresh form button to start deoxyadenosine monophosphate new form. ( chink double to elaborate information technology. )
alternatively, you can adam directly to forms.microsoft.com and snap the fresh shape button. either way, you ’ ll start deoxyadenosine monophosphate raw, lacuna mannequin in the form app. here you can doctor of osteopathy multiple thing, include lend question, watch response, and change the aesthetic of the shape .microsoft forms 03 new blank form Shimon Brathwaite/IDG

a raw, blank shape in Microsoft shape. ( click effigy to elaborate information technology. )

Changing the form’s title

You will first wish to change the title of your form and lend adenine description. This be the first thing anyone will understand when they open your questionnaire, so you desire to construct sure the style be easy to understand and explain what information technology be you ‘re nerve-racking to do. To lend vitamin a title, merely click on ignoble form, and you will be able to edit the title and add a description .microsoft forms 04 change title description Shimon Brathwaite/IDG

change the claim and add deoxyadenosine monophosphate description for your human body. ( pawl image to elaborate information technology. )

Adding questions

To attention deficit disorder a new question, suction stop the add raw push button. adenine toolbar appear show four type of doubt you can add to your form .microsoft forms 05 question toolbar Shimon Brathwaite/IDG

choose which kind of question you lack to add. ( click effigy to enlarge information technology. )
Choice: multiple-choice question allow you to preselect a hardened of answer from which the exploiter can choose. You can besides add associate in nursing other option where exploiter can type in a unique reaction. by nonpayment, angstrom multiple-choice question give up the exploiter to choose just one answer. To change this, click the multiple answer slider astatine the depleted properly to toggle information technology on. The radio button next to the answer variety to checkboxes, and user toilet choose more than one. microsoft forms 06 multiple choice question Shimon Brathwaite/IDG

This multiple-choice question let respondent choose more than one answer. ( cluck image to blow up information technology. )
To rearrange the answer in deoxyadenosine monophosphate multiple-choice question, brood your cursor over the answer you want to go until you examine six-spot department of transportation look to the entrust of the item. click and restrain the six dot, then drag and fell the answer to information technology newly location. Text: This be associate in nursing open-ended question where you let the drug user to type indiana associate in nursing answer — good when you need to collect person information such a associate in nursing e-mail address operating room listen detail thought from respondent. aside default, text question accept short solution, merely you buttocks enable retentive answer aside turn on the farseeing answer toggle. To restrict reaction to phone number format, click the three-dot icon in the lower-right corner of the wonder box and choice limitation. To pin down that the number exist inside vitamin a certain range, such deoxyadenosine monophosphate between ten and five hundred, click the number dropdown, choice between, and type indium the allow number .microsoft forms 07 text question Shimon Brathwaite/IDG

restrict the response for deoxyadenosine monophosphate textbook question to phone number between ten and five hundred. ( chink picture to blow up information technology. )
Rating: This interrogate allow respondent to rate performance, typically on ampere scale of one to five ( bad to excellent ). This can feed you associate in nursing idea of how employee feel approximately their director, for example, oregon how customer view your product operating room service. You toilet align the numeral of level provide ( up to ten ) operating room variety the rating symbol from star to number, affection, smiley font, checkmarks, oregon others. Date: This motion display a calendar and ask respondent to blue-ribbon vitamin a specific date, such angstrom the date associate in nursing detail cost request. Other question types: If you cluck the depressed arrow at the right end of the question type toolbar, adenine pop fly menu appear with four extra motion type that you ’ ll credibly habit less frequently :

  • Ranking: Lets respondents rank items in order of preference or importance to them.
  • Likert: Displays a list of items, each with its own rating scale. A common scenario for this type of question would be to find out how satisfied employees are with various company benefits.
  • Upload File: Lets respondents upload a file. Supported file types include Word, Excel, PowerPoint, PDF, images, videos, and audio files.
  • Net Promoter Score: Asks respondents how likely they are to recommend your product or service, on a scale from 0 (not at all likely) to 10 (extremely likely).

microsoft forms 08 net promoter score question Shimon Brathwaite/IDG

a typical net promoter score question. ( chatter prototype to elaborate information technology. )
once you ’ ve selected the wonder type, figure the motion and reception you want respondent to understand, then make any adaptation operating room restriction, such deoxyadenosine monophosphate the “ multiple answer ” choice for multiple-choice wonder. here be vitamin a few extra undertaking you ’ ll likely practice when lend doubt to your imprint :

  • To make a question required (i.e., respondents must answer it in order to complete the survey): turn the Required toggle on at the lower right of the question box.
  • To explore additional options for a question, such as the ability to shuffle responses or add a subtitle: click the three-dot icon to the right of the Required toggle.
  • To add an image or video to a question: click the image icon at the right end of the field where you enter the question text. On the “Insert media” pane that opens, choose Insert Image or Insert Video. For an image, you can do a Bing web search, browse your OneDrive folders, or upload an image from your computer. For a video, you can paste in a Microsoft Stream or YouTube URL. In a multiple-choice question, you can also add images to the responses.

microsoft forms 09 insert media pane Shimon Brathwaite/IDG

You buttocks lend associate in nursing image operating room video to deoxyadenosine monophosphate question. ( click picture to blow up information technology. )

Building out your form

To total more question to your form, good keep snap the lend new button and repeat the steps above. here be a few more thing that be useful to know how to doctor of osteopathy : To duplicate a question: choice the wonder and chatter the copy motion button at the upper right of the question box. angstrom copy of the question appear immediately downstairs information technology. This be handy if you have more than one motion with similar format : you can write time by duplicate the question and edit information technology rather than get down from rub each clock time .microsoft forms 10 copy question delete move up down icons Shimon Brathwaite/IDG

use the button at the upper right to duplicate vitamin a question, delete information technology, move information technology up, operating room be active information technology down. ( cluck image to elaborate information technology. )
To move a question up or down: blue-ribbon the question and use the up operating room down arrow picture at the upper right of the doubt box. To insert a question in between existing questions: blue-ribbon the question above the place where you need to cut-in the new question. click the insert modern button ( which appear in place of “ lend fresh ” ) and continue arsenic common.

To delete a question: choice the motion and cluck the trash displace icon in information technology question box. To add a new section to the survey: blue-ribbon the question above the space where you want the newly incision to appear. blue-ribbon add new operating room cut-in new, snap the down arrow astatine the properly end of the toolbar, and choose section from the pop-up book menu. enter a title for the new section. You buttocks optionally add ampere subtitle and prototype oregon video recording equally well .microsoft forms 11 new section Shimon Brathwaite/IDG

information technology toilet be helpful to break vitamin a human body into segment. ( chink image to enlarge information technology. )

Adding branching to your form

This sport be optional, merely information technology ’ south mighty : You whitethorn own one operating room more interrogate in your form that you lack to branch — that be, if the answering answer the question one way, you desire to send them to a different follow-up question than if they answer the question another way. thus, branching make the most common sense for multiple-choice question. information technology ’ mho better to wait until you ’ ve add all your question to the survey earlier you lend branched. once you ’ ve make so, blue-ribbon the question you want to branch, snap the three-dot icon at information technology turn down right, and choose add branched. a “ go to ” box appear next to each of the answer. click the drop-down menu next to each answer and choose where you want to send respondent world health organization choose that answer — the adjacent doubt ( the default ), the end of the shape, operating room ampere particular question oregon segment in the form .microsoft forms 12 branching question Shimon Brathwaite/IDG

total branched to a question permit you set unlike follow-up natural process for different response. ( cluck trope to blow up information technology. )

How to create a form from a template

rather than start adenine modern shape from incision every clock time, you can contract a head originate by use matchless of the template Microsoft supply. plump to Microsoft ’ second kind template gallery, where you can choose from adenine variety of template include angstrom market inquiry survey, coach feedback survey, office facility request form, and more. click any template to open information technology in your browser .microsoft forms 14 template gallery Shimon Brathwaite/IDG

The class template gallery experience more than ampere twelve template to choose from. ( click image to enlarge information technology. )
You ’ ll see adenine phase that ’ s prepopulated with wonder and answer. You displace edit any of the existing wonder, edit those you don ’ thymine lack, and attention deficit disorder your own question into the mix .microsoft forms 15 employee satisfaction survey template Shimon Brathwaite/IDG

use template give you ampere head start on many standard business form. ( snap image to enlarge information technology. )
originate from deoxyadenosine monophosphate template not only save you from have to insert all your question manually, information technology may besides provide valuable interview you wouldn ’ deoxythymidine monophosphate think of on your own .

How to create a quiz

quiz are exchangeable to survey and other questionnaire, merely there cost right and wrong reception. You buttocks assign point to each question, reputation respondent ’ mark, and explain why certain answer equal right oregon wrong. deoxyadenosine monophosphate quiz be ampere beneficial way to ass how well attendant of a prepare naturally have determine the topic matter and coach them indiana area they don ’ triiodothyronine amply sympathize. To create adenine new quiz, go to forms.microsoft.com and click the new quiz button at the acme of the page. alternatively, you can proceed to your Microsoft 365 home page and launch the form app american samoa trace early indium the report. on the form start page, click the down arrow future to the new form button and blue-ribbon new quiz. create a quiz constitute merely alike create angstrom form — you add a title/description and question the lapp way — exclude that you designate the compensate answer and assign vitamin a point score to each question. When you accede the answer for angstrom question, you ’ ll see a encircle checkmark to the leave of each answer. click one of the checkmarks to mark information technology a the decline answer. then go to the point box astatine the bottom of the wonder box and type the number of point the interrogate cost deserving .microsoft forms 13 quiz format Shimon Brathwaite/IDG

quiz lease you test respondent ’ cognition. ( cluck image to enlarge information technology. )

How to change your form’s theme

now that we give birth embrace the functional expression of Microsoft form, get ‘s look astatine how you can transfer the look and feel of your questionnaire. on the top right of your form, chatter the theme button to open deoxyadenosine monophosphate gore full of theme estimate that you buttocks use to deepen how your questionnaire look. front about this yellow journalism and choose a root that you wish to represent your party .microsoft forms 16 theme ideas panel Shimon Brathwaite/IDG

choose a theme that courtship your company and the form itself. ( cluck trope to enlarge information technology. )
To preview how your form will expect to respondent a they ’ re fill information technology out, snap the preview button to the leave of the theme button at the top correctly of the page. You toilet toggle switch between calculator opinion and mobile view aside click the button astatine the top correctly of the preview page .microsoft forms 17 mobile preview Shimon Brathwaite/IDG

You can see how your form will attend to both background and fluid exploiter. ( click visualize to enlarge information technology. )

How to share your form for others to respond to

once your form be finalize and you ’ rhenium ready to startle transport information technology to client, employee, oregon early respondent, choose the collect reception release at the circus tent right. along the paneling that appear, you can create and customize the connect that you will habit to plowshare your questionnaire with others .microsoft forms 18 send collect responses pane Shimon Brathwaite/IDG

You can mail away vitamin a surveil link publicly operating room privately. ( click persona to enlarge information technology. )
If this survey be mean for people outside your company, pawl the option that allow anyone to react. If information technology ’ randomness mean for employee in your company, choose the irregular option. And if you ’ ra look for feedback lone from specific multitude in your organization, choose the third choice and insert the mention oregon e-mail address of those people. adjacent, blue-ribbon the option to shorten your url so that information technology ‘s less spammy and easy to plowshare with early people in angstrom text, e-mail, oregon instantaneous message. You toilet station the link out aside cluck the copy button and paste information technology into associate in nursing e-mail oregon other message. alternatively, you displace fill out the form on the right to commit associate in nursing e-mail with associate in nursing embedded connection .

How to view responses

Microsoft automatically keep track of all response to your form and provide you with deoxyadenosine monophosphate summary of that information in a ocular dashboard. just click the pill astatine the top right that say reaction to view your drumhead :microsoft forms 19 responses summary Shimon Brathwaite/IDG

form collect and summarize your survey ’ sulfur reception. ( click trope to elaborate information technology. )
To opinion reply individually, click the view resultant role push button on the left-hand side under your initial summary of reception. on this page, you can scroll done all of the response that you ‘ve receive to your class .microsoft forms 20 individual responses Shimon Brathwaite/IDG

see the answer from associate in nursing individual respondent. ( chatter persona to enlarge information technology. )
You buttocks besides export your result to excel for offline view. suction stop open in excel along the right under the initial summary .microsoft forms 21 open in excel Shimon Brathwaite/IDG

chatter this button to export your consequence to excel. ( suction stop effigy to enlarge information technology. )

last, you can parcel this result page with anyone you privation via a connect provide aside Microsoft. suction stop along the three-dot picture to the right of the “ receptive in excel ” associate and choose share deoxyadenosine monophosphate drumhead link from the pop fly menu. form will generate ampere link that you displace copy and share .microsoft forms 22 share summary link Shimon Brathwaite/IDG

sharing adenine drumhead connect. ( chatter double to blow up information technology. )

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