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With Microsoft Forms, you can create surveys and polls and easily track results as they come in. [in real time].

  • In your web browser, go to office.com or log in through the NYSERDA Launch page.
  • Sign in with your Office 365 work credentials.
  • Under My Forms, click New Form to begin creating your form.
    • Tip: Your form is saved automatically while you create
  • Enter a name for your form. You can also enter an optional subtitle.
  • Tip: Form names can contain up to 90 characters and a subtitle can contain up to 1,000 characters.
  • Add a title. In the example the title is “Team Event”. You can add a subtitle if you choose.
  • Click Add Question to add a new question to the form.
    • Select the type of questions by clicking on Choice, Text, Rating, or Date.
    • Click More , and select Ranking or Likert (five-point scale).
  • For choice questions, type the question and each of the choices.


Want to add more choices?

  • Click Add Option to add more choices than the two default choices.
  • Click Add “Other” Option to add a choice option that displays the text Other.
  • To remove a choice, click the trash can button to the right.
  • Select Required to make a question required or Multiple Answers to allow for multiple choices.
  • Click More settings for question , and then select Shuffle options to have Microsoft Forms randomly shuffle the order of the options displayed to users of the form
  • Tip: Click More settings for question , and then select Subtitle to add a subtitle for a question.
  • Some choice questions will trigger auto suggestions. For example, the days of the week will be auto-populated if you select “What day of the week should we go”?
  • Click on the suggested options to add as choices. In the following example below, Monday, Wednesday, and Friday are selected.
  • Click Add Question to add more questions to your form.
    • To change the order of the questions, click the Up or Down arrows on the right side of each question.
    • Select Long Answer for text responses up to 4,000 characters if you want a larger text box displayed on the form.
  • Tip: To copy a question, select it and then click the Copy Question button in the upper right corner.
  • Text questions also allow you to set restrictions when you need to have numbers as the answer.
    • Click More settings for question .
    • Select Restrictions to restrict the numbers by selecting from the various options such as Greater than, Less than, Between, and many others.
  • Click Preview at the top of the design window to see how your form will look on a computer. If you want to test your form, enter answers for the questions in preview mode and then click Submit.
  • Click Mobile to see how your form will look on a mobile device.
  • Click Back when you are finished previewing your form.
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