Getting started

We're delighted that you've chosen to get started with Microsoft Forms Embedded for monday.com.

This page will give you an overview of this app’s functionality.

Prerequisites

• A subscription to Microsoft Forms or Microsoft 365 Office.

Installation

• Simply install the app from the monday.com marketplace and then you are ready to go.

How to use

In Microsoft Forms

You have 2 choices. Either to display the form in monday.com, or display the results of the responses from the form in monday.com.

Display the form and collect responses in monday.com

Select the form, click on Collect responses, then the Copy button.

Display a summary of the responses in monday.com

• Select the form

• Click on the Responses tab

• Click on the "•••" dropdown menu and select Share a summary link

• Click on the Copy button next to the URL

Once the URL has been copied, move to monday.com.

In monday.com

For Board Views and Dashboard Widgets

1. Add the Microsoft Form app in monday.com

2. Paste the URL in the Embed URL field in the widget settings

For Item Views

1. Open the Item View sidebar and select Add View

2. Add the Microsoft Form app in monday.com

3. In your board, add a new column of type Text and name it URL

4. Paste the URL of the Microsoft Form into the URL column for your board item