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Hello, it's Matt and welcome to Collaboration Coach.
This time we're going to look at how to create polls in Teams meetings.
This is a new feature that allows presenters to ask questions during the meetings
and get answers from the attendees and see the results in real time.
In this video I'm going to show you how to create your polls,
how to launch them during the meeting, and how to view and export the results.
Polling is rolling out now but if you don't see it, it should be with you very soon.
Polls work on the desktop app, on mobile and in the browser
but the best experience is on the desktop app and that's what I'm going to demo to you today.
Polling is used for scheduled meetings and as far as I can tell it doesn't work with "meet now" meetings.
First a few points about polling before we start.
Only meeting owners and presenters can create and launch polls.
Attendees can respond to polls but they can't create or edit them.
The organiser and presenters can create polls before the meeting, during and after
and attendees can respond to polls before, during and after as well
so it's great if you want to collect information before the meeting to inform the agenda
or what you're going to talk about.
And if there's anyone that can't attend
you can always get their response after the meeting's finished.
To add polls to our meeting the first thing we need to do is schedule it.
Go to your calendar and choose "new meeting" and then add all the details you need to
like title, attendees and time and then press send.
Now click on the new meeting from the calendar and choose "edit"
then choose the plus button at the top to add a new tab to the meeting.
From the choice of apps you should see Forms in the "optimised for meeting" section here
or you can type "forms" in the search box and that will filter the list.
Now you should have a polls tab in your meeting.
Press "create new poll" and type your question and then answers.
You can press "add option" if you want to add more possible answers
and you can toggle multiple answers to "on"...
...if you'd like your attendees to be able to choose more than one answer.
If you want real-time results then keep the "share results automatically" box checked.
You can keep responses anonymous by checking this box
and you can allow other presenters to co-author polls with you.
This just means they can make edits to them during the meeting.
Choose "save" and this will save your poll as a draft.
While your poll is in draft no one can respond to it
and you can launch your poll before the meeting or during.
You can also edit or delete a poll using this drop-down
and you can then create more polls by choosing the "create new" button.
So now let's start the meeting and I'm going to join in the normal way from the calendar
and now you can see that I have a Forms button in the toolbar here
and when I press that, a panel opens up on the right hand side
and I can see all the polls I created before the meeting.
You can see I can launch, edit or delete all the existing polls
and when I launch a poll it changes from green (draft) to red and it's marked "live".
When I launch a poll all the attendees will see a question in the middle of their meeting window.
The attendees can just choose an answer and then press submit.
Everyone can see the responses straight away.
Attendees don't have to answer,
they can just press the x to close the question window without picking one.
The poll stays in the Forms panel so you can go there and look at it at any time.
Attendees using mobile and browser won't see the question window
or the Forms panel but they can submit and track the results of the poll from the chat app in Teams.
As the attendees submit their responses you'll see the poll update in real time
and you can track the responses in the forms panel too, if you need to.
You can launch another poll
and attendees can respond to that one and still carry on responding to the first one as well.
You can close the poll once you're finished with it and you don't want to get any more responses.
You just go to the "view" drop down and choose "close poll".
The poll is marked in grey and no more responses can be made.
You can reopen a poll any time if you want to get more votes.
You just choose the same menu and then "reopen".
Also note that you don't have to close polls at all.
You can leave them open even after the meeting is finished.
You can export the results of a poll to an excel spreadsheet.
Choose the view menu and then "export results".
This will download the results to the files app in Teams.
To get the file, just go to Teams and then files app on the left hand rail
then choose "downloads" and you'll see the spreadsheet there.
You can do this during and after the meeting too.
During the meeting you can launch your other polls in the same way when you're ready.
You can also create new ones with the "create new" button.
This will open the same window we saw earlier
and we can create a poll in exactly the same way.
Once we press "save" it will be added to the forms panel and we can launch it whenever we're ready to.
After the meeting's finished, all the polls are available in the chat app in Teams.
You'll see a card for the meeting you just had in the chat app
and when you click on the card you should see a polls tab.
You can view all the polls and the results from here
and your other attendees will also see them in their chat app.
They'll also be able to submit responses to the polls after the meeting
as long as they've not been closed.
So that's our first look at polls in Teams meetings.
Let us know what you think in the comments
and thank you so much for watching,
and I'll see you next time.
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