Guide
How to create a survey in Microsoft Teams
Chalk Polls & Surveys is the in-chat path: a few questions on a conversation card. Microsoft Forms is the longer questionnaire you share as a tab or a link. Pick the one that matches the job.
When you want a questionnaire
Use Microsoft Forms. It is already in Microsoft 365. Microsoft’s own check-in guide is Survey your team to check in and stay connected.
- Open Forms from the Microsoft 365 app launcher, or from a Teams tab.
- Create a new form. Add the questions you need.
- Share the link in a channel, pin Forms as a tab, or collect responses in a meeting.
- Read responses in Forms. Names are recorded unless you turn that off in settings.
That path is right for onboarding questionnaires, longer pulse forms, and anything that does not need to be answered on a chat card in thirty seconds.
When you want a survey in the conversation
A lot of “survey in Teams” jobs are “ask the channel, get answers before standup ends.” Forms sends people out of the thread. Chalk Polls & Surveys keeps the questions on an Adaptive Card.
- Create from the compose menu or the Polls tab. Mix up to 10 multiple-choice and open-text questions.
- Teammates answer without leaving the chat.
- Results update in the thread. Optional anonymous mode hides names.
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A one-question multiple-choice vote is a poll. Several questions, or any open text, is
a survey. Same app. The bot still creates a single-question poll:
@ChalkHR Polls poll.
Step-by-step: how to create a poll in Microsoft Teams. Install path: add Chalk Polls to Teams.
Anonymous answers
Built-in meeting polls show voter names. Forms can hide names if you change the setting. Chalk Polls has an anonymous toggle at create time. Details on Are Microsoft Teams polls anonymous?
Need the 30-second path?
Install Chalk Polls & Surveys from the Teams app store. Free to start. Use Forms when you need a long questionnaire outside the conversation.
Get Chalk Polls & Surveys on TeamsOr see what the product page covers.