Survey your team to check in and stay connected

Survey your team to check in and stay connected

Tip: Create a survey, quiz, or poll with Microsoft Forms. Want to create an advanced survey? Try Microsoft Forms Pro.

While working remotely, many organizations and schools use Teams to attend meetings or classes, collaborate on projects, and keep in touch. You can create a Microsoft Forms survey directly in Teams, then use Power Automate to build an automated workflow that enables you to check in, stay connected with your team, and keep a pulse on their well-being.

  1. In your Teams channel, click Add a tab Add button , and then select Forms.

  2. In the Forms dialog box, choose Create a workflow to automatically collect responses, and then select one of the survey templates: Employee well-being measurement, Student well-being measurement, or Daily health check-in. In the following example, we'll focus on Employee well-being measurement.

    Forms dialog box in Teams and selecting the option, Create a workflow to automatically collect responses

    Note: We are gradually rolling out this feature, which will be available soon.

  3. Click Get started.

    Forms dialog in Teams that describes the employee well-being measurement template and getting started with building the workflow  

  4. In the Review questions section in the Forms dialog box, you can preview the survey questions directly in the dialog box. Use the questions as-is or revise them and add your own by selecting customize your question in Forms. This will open the survey template in forms.office.com on your web browser and you can customize from there.

    Forms dialog in Teams with a preview of the employee well-being measurement template

    As you revise or add questions to your survey in forms.office.com, you'll also see the questions update in the preview of the Forms dialog box in Teams.

  5. When you're satisfied with your survey questions, click Next step.

  6. In the Set up recurrence section of the Forms dialog box, you'll see instructions for how to create an automated workflow in Power Automate. Click reminder customization to open Power Automate and follow steps 1-4 in the Forms dialog box to create your workflow.

      Forms dialog box in Teams describing how to create an automated workflow for your survey using Power Automate.

    Note: Learn more about how to create an automated workflow for Microsoft Forms.

  7. In the Forms dialog box, click Next step.

  8. In the Check results section in the Forms dialog box, check Post to the channel about this tab if you want to people on your team to start using your survey.

  9. Click Save.

See Also

Create an automated workflow for Microsoft Forms

Work with colleagues to create, edit, and review forms in Microsoft Teams

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