Learning outcomes
- Explain how to create a form, collect sample responses and review results.
- Complete the guided practice safely.
- Check that you can test the form before sharing and export results safely.
Cloud Files and Collaboration
Microsoft Forms
Learn to create a form, collect sample responses and review results and test the form before sharing and export results safely in this beginner-friendly Microsoft 365 lesson.
Before you begin
Create a training folder containing non-sensitive sample files. Check who should be allowed to view or edit.
Step-by-step instructions
- Open OneDrive, SharePoint or the named collaboration app and confirm you are using the intended account.
- Build a short feedback form with required and optional questions.
- Pause and check permissions, filenames, recipients, dates or settings that affect the task.
- Test the result: test the form before sharing and export results safely.
- Verify the file location, sharing scope, permission level and version history before finishing.
Ian's practical tip: Use sample information first. Once the workflow is correct, repeat it with approved work information and the minimum necessary access.
Practical activity
Build a short feedback form with required and optional questions. Your expected result is to test the form before sharing and export results safely.