Add a Smartsheet form to your Microsoft Teams channel

Include a Smartsheet form in a Teams channel to allow people to submit information from the channel. For example, you can add a form for channel members to submit work order requests, which populate an IT Request Sheet.

Who can use this?

Plans:

  • Pro
  • Business
  • Enterprise

What to expect

The Website tab method links your form within Teams, but the form opens in a separate browser window rather than loading directly in the Teams channel. This differs from Smartsheet sheets or dashboards, which embed and load within the Teams interface. Use this method if your team members are comfortable navigating to an external link to complete the form.

Add a form to a Microsoft Teams channel

  1. Create the form in Smartsheet.
  2. Open Smartsheet in a new browser window, locate and open the desired sheet.
  3. Select the Forms menu.

  4. Select and copy the URL for the form you want.

    Copy form URL
  5. Open Microsoft Teams and go to the channel you want to add the form.
  6. Select the + icon next to the channel's name.
  7. From the Add a Tab window, select website. 
  8. In the Tab Name field, type a name.
  9. In the URL field, paste the form link from Step 4 and select Save.

Your team members can now access and complete the form from the Teams channel. When they select the tab, the form opens in their default browser, where they can submit responses.

Add published links for sheets, reports, and dashboards to the Website tab.