How to Create a Survey in Teams? – The Best 2024 Guide

Employee surveys are powerful tools that allow you to collect valuable feedback from your direct reports and managers altogether. 

These surveys can be used to measure satisfaction, improve the overall success of your organization, and gather insights that can help drive strategic decision-making.

But we know that conducting these surveys can become a hassle really quick without any guide. That’s why in this blog post, we’ll provide a step-by-step guide on how to create a survey in Teams.

How to do a Survey in Microsoft Teams?

Alternative 1: Using Microsoft Forms 

Accessing Microsoft Forms in Teams 

You can use Microsoft Forms to create a survey in Teams, which is a survey creation and analysis tool that is integrated with Teams. Microsoft Forms allows you to create surveys, quizzes, and polls quickly and easily, and then share them with your team or external stakeholders. 

How to create a survey in Microsoft Teams using Microsoft Forms:

1. Open the Teams app and navigate to the channel or chat where you want to create the survey. 

2. Click on the “+” icon in the toolbar at the bottom of the screen to open the menu of available apps. 

3. Select “Forms” from the list of available apps. 

4. Choose whether you want to create a new survey, quiz, or poll. 

After integrating Microsoft Forms with Teams, you can begin creating your employee engagement survey. Microsoft Forms provides a user-friendly interface that allows you to customize your survey with various question types, themes, and branding options.

You can even choose whether to make your survey anonymous or require respondents to provide their contact information. 

Creating a new survey 

Now that you’ve downloaded Microsoft forms, follow these steps to create a new survey: 

1. Open the Teams app and navigate to the channel or chat where you want to create the survey. 

2. Click on the “+” icon in the toolbar at the bottom of the screen to open the menu of available apps. 

3. Select “Forms” from the list of available apps. 

4. Click on the “New Form” button in the top left corner of the screen. 

5. Choose a name and description for your survey, and then click on the “Create” button. 

6. Add your questions by clicking Add New. Microsoft Forms provides several question types to choose from, including multiple choice, rating scales, and text boxes.  

7. Click on the “Add new” button and choose the question type you want to use.  

8. Enter your question text and any response options or instructions.  

Once you’ve added all of your questions, you can preview your survey to make sure everything looks the way you want it to. Then, you can share the survey with your team by copying the link or sending it directly within Teams. 

Alternative 2: Using employee survey software 

Although using Microsoft Forms for creating employee pulse survey in Teams is surely a practical way, there is a better and more convenient way of doing it! Although we’ve compiled top employee pulse survey tools and best Microsoft Teams survey tools before in our blog, the best one still remains to be Teamflect!

To get even more out of your employee feedback surveys, you can consider using employee survey software like Teamflect, which is seamlessly integrated with Microsoft Teams. 

3. Choose a template and customize it to fit your needs.  

4. Select the respondents, send out the survey, and track responses within Teamflect. 

Not only does Teamflect make it easier to create and conduct surveys, but it also provides a more user-friendly experience for survey respondents. Survey respondents can quickly and easily answer multiple choice, rating and open-ended survey questions, as well as ranking questions, using Teamflect. 

Teamflect provides a comprehensive employee feedback platform that enables you to create customized survey in Microsoft Teams, collect and analyze feedback, and act based on the insights gained from the feedback.

The Teamflect survey process is user-friendly and it allows users, managers, and admins to navigate through different functionalities seamlessly.

You can follow the steps below for a streamlined teams survey experience.

Step 1: Integrate The Ultimate Microsoft Teams Survey Tool Teamflect

The first step to create a survey in Teams is installing Teamflect. Begin by downloading the Teamflect application from the App Store.

Step 2: Access the Survey Module

Continue your Teams survey journey by opening the Teamflect app and scrolling down to find your latest survey. Alternatively, click on “View All” or go to the left sidebar and click on “Surveys.”

Inside the Surveys module, you’ll find three tabs: “My Surveys,” “My Team Surveys,” and “All Surveys.”

Step 3: Complete a Survey

Filling out a survey inside Microsoft Teams is just as easy as creating one when you’re using a fully integrated survey tool like Teamflect. All you have to do is click on the survey assigned to you and make your way through the variety of survey question types Teamflect has included.

Step 4: Adaptive Cards

Teamflect will also send the surveys in the form of adaptive cards, right inside Microsoft Teams Chat. This way your team can fill out surveys in Microsoft Teams with ease.

Bonus: Detailed Reports & Automation

Access detailed reports on survey responses by going to the admin center and clicking on “Reports.”

From inside the admin center, you can also set up custom automation scenarios for each survey to be conducted at intervals of your choice!

Other Key features of Teamflect include: 

• The best pulse survey tool for Microsoft Teams 
• Easy to navigate dashboard 
• 360-degree feedback 
• OKR management 
• Customizable feedback templates 
• Customizable performance review template gallery 

Employee Survey Use Cases

Employee Feedback 

As we mentioned before, one of the most valuable use cases of employee surveys is for getting feedback.

Employee feedback surveys help organizations understand how their team members feel about their work and detect potential issues before they become major problems.

There are different kinds of feedback surveys such as employee engagement survey, pulse surveys, goal-oriented survey etc.  

You can include questions in your employee feedback survey such as: 

• How satisfied are you with your job? 
• Do you feel that your workload is manageable? 
• Do you feel that your contributions to the team are being recognized as you would like? 
• How effective is your manager at communicating with you? 

Employee Offboarding

Conducting an exit survey during offboarding is a way of getting feedback from departing employees. In addition to employee feedback surveys, exit surveys are also important because the input can help you improve your employee retention strategy.

We have a full list of exit survey questions but here’s a little sneak peek into it:

• How could the organization have better supported you in your role?
• Were there any workplace policies or practices that you found particularly beneficial or challenging?
• Did you feel that communication channels within the organization were clear and accessible?
• Was the organization’s policy on career development satisfactory?

Event Planning 

Surveys can also be helpful for event planning within Microsoft Teams. Event planning surveys can help organizations collect information from attendees about their preferences, interests, and any special requirements they may have.

Use employee engagement survey for your next big event to create the best gathering for your employees and show you value their opinions!  

Examples of questions you can include in event planning surveys might be: 

• What types of sessions or activities are you interested in attending? 
• Are there any dietary restrictions we should be aware of? 
• Do you have any accessibility needs that we should accommodate? 
• How would you rate the overall experience of the event? 

Project Status Updates 

Surveys can also be used to gather project status updates within Microsoft Teams.

Project status update surveys can help you as a project manager to collect information from team members, identify any roadblocks or issues, and track overall project progress. 

You can include questions such as: 

• What tasks have you completed since the last status update? 
• Are there any roadblocks preventing you from completing your tasks? 
• Do you anticipate any delays in completing your tasks? 
• How confident are you in meeting the project deadline? 

Analyzing Survey Results 

Collecting answers from surveys and not analyzing them properly can be the worst thing you can do in your employee engagement practice!

Your employees want to feel heard and see the changes according to the answers they gave during surveys, therefore it’s crucial to act on the survey results you’ve gathered.

If you’re wondering how to analyze pulse survey results, we have two ways to show you!  

Using Excel 

For starters, you can use our old friend Excel to analyze your survey results. If you want to use Excel in the old-fashioned way: 

1. Open the survey you want to analyze in Microsoft Forms. 

2. Click on the “Responses” tab to view the responses to your survey. 

3. You can view response summaries, individual responses, and response trends over time. 

4. Viewing response summaries and individual responses: 

5. Click on the “Summary” tab to view a summary of the survey responses. 

6. You can view response percentages, charts, and graphs to visualize the data. 

7. Click on the “Individual” tab to view individual responses to the survey. 

8. Click on the “Open in Excel” button to export the survey data to an Excel spreadsheet. 

9. Once the data is exported, you can use Excel to analyze the responses and create charts and graphs to visualize the data. 

Using HR Analytics Software 

In addition to using Excel and accessing survey responses in Microsoft Forms, another option for analyzing survey results is using HR analytics software.

These tools provide more advanced data analysis and visualization capabilities that can help organizations gain deeper insights into employee feedback. 

One such tool that Teamflect with its seamless Microsoft Teams integration, as mentioned earlier. With its HR analytics module, users can easily analyze survey data and create custom reports and dashboards.

The software allows for real-time tracking of employee feedback, which can be especially useful for monitoring employee engagement and identifying areas for improvement.

You can create PowerBI reports for analyzing your results and discovering patterns throughout your organization.  

Benefits of Employee Surveys

If your employees are engaged and motivated they will perform better. An engaged workforce will also be happier about their jobs and have better work relationships with their team members.

We are listing the four benefits of conducting employee surveys below.

1. Streamlines your management

Conducting employee surveys will help you pinpoint opportunities and potential roadblocks. You’ll be able to gain valuable insight and use this insight to streamline your management.

Furthermore, each employee in your company has different perspectives and by leveraging these perspectives you can change your business plans more strategically.

2. Boosts engagement

By collecting data through employee surveys, you can find out what motivates your employees and what creates engagement.

You can also discover any issues that hurts employee engagement. On top of that, by addressing concerns and obstacles, you can ultimately boost productivity in your organization.

3. Improves employee retention

When you survey your employees frequently and act on the input you receive, you can address issues that create dissatisfaction among them.

Monitoring employee satisfaction regularly wil help you improve employee retention because you will be able to come up with solutions for the issues your employees have been experiencing.

4. Creates a positive workplace

Conducting employee surveys will help you create the ideal work environment for your employees since positivity is one of the biggest contributors when it comes to creating the ideal workplace.

By collecting feedback you’ll be making your staff feel heard and valued and by acting on the feedback you’ll be transforming your working environment.

Closing Words

As our final words, creating surveys in Microsoft Teams is a simple and effective way to gather feedback and insights from your employees.  

Using surveys in Teams will help you gather feedback and insights that can help improve your business processes, products, and services.

It’s important to listen to your employees and customers, and surveys are an effective way to do that! 

That’s why you should start conducting your pulse surveys right inside Microsoft Teams! With the integration of third-party apps like Teamflect, you can conduct real-time, no-nonsense surveys and get instant feedback from your team members.

Don’t be afraid to try different survey formats, such as multiple-choice, free-form, and ranking questions, to gather the data that is most valuable to you.