# How to Use Microsoft Planner for Agile and Scrum Projects

> To set up an Agile and Scrum project in Microsoft, create a new simple plan using a template, name the plan and assign a group, set up your Scrum board stages as buckets, rename the labels for work item types, and add sub-assignments with checklists to begin managing tasks.

Canonical: https://livedemo.ai/tutorials/how-to-use-microsoft-planner-for-agile-and-scrum-projects/
Apps: Microsoft
Updated: 2026-10-05
Interactive demo: https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a51edab56e05a00ffee10/preview?step=1

## Steps

1. Head over to the bottom-left section, then click 'New Plan'.
2. Choose 'Simple Plan' from the available options.
3. Subsequently, click 'Use Template' to proceed.
4. Enter a unique plan name into the provided input field, then choose a group from the drop-down menu.
5. Once done, tap 'Create'.
6. Consider the buckets as the Scrum board stages. Rename them accordingly. In this case, you can use "Backlog", "To Do", "In Progress", "Testing", and "Done'.
7. Following that, use the labels as types of work items and rename them accordingly. You can use the terms "User Story", "Bug", "Epic", and the like.
8. Use the checklist section to divide the task into several sub-assignments. Simply tap 'Add an Item' and type the details.
9. After completing these steps, you can now start using Microsoft Planner for Agile and Scrum projects. Start adding, assigning, and managing tasks with your team members.