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Quick Guide to MS Forms

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Step 1: Creating new form

Navigate to https://forms.office.com/

Click on "New Form" found at the top of the page.

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Clicking this will open a new tab

 

 

Step 2: Basic set up

After clicking "New Form" a new tab will open, from here you can add a title to your form, as well as adding in questions.

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To add a title, click on the text that says "Untitled Form", you will then be able to change the title and add a description if you so wish.

 

Clicking the "Add New" button allows you to add fields to your form.

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When clicking this you will get a few options. 

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Step 3: Question Fields.

Below I have selected one of each of the default question fields:

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"Choice" - allows for you to create a multiple choice question, as seen in Question 1. 

Example below:

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"Text" - The most basic field, a question and then written answer, as seen in Question 2.

Example below:

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"Rating" - a simple rating system, as seen in Question 3.

Example below:

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"Date" - allows for a date to be picked from the calendar, as seen in Question 4.

Example below:

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Step 4: Required Fields

By default, question fields aren't set to required. If you need the form taker to answer the question, there is a small toggle underneath all questions that set them to required.  

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Some fields have multiple options along the bottom, ensure you click the right one.

 

 

Step 5: New pages

If you require more than one pages for your form, this can be done by clicking the "Add New" button, and then clicking the Down Arrow icon.

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From here, click on  "Section" 

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This will then create a new section, which acts as a new page for the form taker.

 

 

Step 6: Previewing your form

To Preview the form, in order to see how it will look to those filling it out, there is a button at the top right hand side of the page. 

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Clicking on the "Preview" button will change the page, showing you the form from the fillers perspective. To go back to editing the form, there is a "Back" button at the top left hand side.

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Step 7: Sharing Form

To share the form, click on the "Collect responses" button. This will open a small window that allows you to customise how it is shared.

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Clicking on this will open the window below:

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From here you can grab a link, the left hand side allows you to pick who can access the link.

For example, if you were creating this form to put on a digital news letter for parents to fill out, you can select "Anyone can respond" from the left hand side, and then "Copy link".

 

If you wish to share this to an email group, first click on the little person icon.

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Then put the email or list of emails into the input box.

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Step 8: Viewing responses

To view responses, click on "Responses" on the left hand side.

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From here you can see all the responses individually, or an overview of the data. You can also link an excel sheet with the form that updates whenever a new response comes in.

 

Hopefully this quick guide covers most of the basics of using forms, more detailed guides can be found online. alternatively, if you get stuck, feel free to put a ticket in and one of the ITS Team will assist you.


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