Tech Tip: Create a new form in Office 365

Access the Forms application by opening your Outlook – Office 365 web account, click on the waffle icon (nine small boxes) in the upper left corner. Select Forms, or if you do not see the application, select All apps.

You can + New Quiz or select the drop-down arrow to add a New Form.

  • Click on the Untitled Form box and enter the Form name.
    • Enter a description of what the purpose of the form is and any special directions. The description will be visible to the end user when completing the Form.
  • Select Add Question, and choose the type of question you want to add.
    • Choice – Single or multiple answers
    • Select additional options for subtitles and/or math equation editor.
    • Text – Free form answer, select long answer if additional space may be needed to complete.
    • Rating – Select from numbers or stars and 1-10.
    • Date – Date selection.
    • Ranking – Automatic creation of question format with a subtitle, options and point scale.
    • Likert – Used to gauge attitudes and opinions.
    • File Upload – End user can upload a file within the quiz or survey to a folder in your OneDrive or SharePoint if a group site.
    • Net Promoter Score – How likely are you to recommend style 1-10.
    • Section – Create a sub-section with a name and description; then add questions.
  • Question Settings
    • Set a correct answer.
    • Provide feedback for choice selections via a message when option selected.
    • Questions can be set to required and/or multiple answers allowed.
    • Assign points to each question.
    • Questions can be moved up or down to change the order at any time.
  • Select the preview link in the menu bar at the top. This will allow you to switch between a computer or mobile device view.
  • From color is set to a default Office palate. This can be changed by applying a theme to the Form.
  • Share your Form via email or link on a posted webpage.

View a quick video on Creating a Form and other detailed topics pertaining to Forms at the Microsoft Office Trainer Center.