Streamline your Workflow with Microsoft Forms Templates

You can utilise Microsoft Forms templates to streamline your day-to-day tasks.

A task we have to do repeatedly is the training sign-up, which can be a significant task for larger organisations. By utilising the workflow solution templates in Microsoft Forms, we can save time and increase our productivity.

Step 1 - Open Microsoft Forms and scroll to the template section to select the Workflow Solution section.

Step 2 - This will open the templates specific to a workflow. For us, we want to take some time back from the training sign-up process, so we have selected the 'Manage Training Workspace Registration' option.

Step 3 - The template opens into a customised workflow form. This is customisable, so it might not suit your exact needs, but it gives you a great starting point.

Step 4 - When you are happy with the form and have finished your customisations, you can send the form. You can do this via Outlook, Teams or copy and send the link.

Step 5 - Once the form has been sent, you can view the responses in the 'Responses Overview' tab.

Don't forget you can send reminders from your Microsoft Form to give people a nudge!

To learn more about Microsoft 365 Forms, book our live session 'Creating Surveys with Microsoft Forms'.