How to Use Microsoft Planner for Agile and Scrum Projects
- George Apostolov
How to Use Microsoft Planner for Agile and Scrum Projects: step-by-step guide
Head over to the bottom-left section, then click 'New Plan'.
Choose 'Simple Plan' from the available options.
Subsequently, click 'Use Template' to proceed.
Enter a unique plan name into the provided input field, then choose a group from the drop-down menu.
Once done, tap 'Create'.
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'.
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.
Use the checklist section to divide the task into several sub-assignments. Simply tap 'Add an Item' and type the details.
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.
Quick answer: 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.
About this Microsoft tutorial
Configure Microsoft Planner for Agile and Scrum by creating a simple plan, setting up stages, renaming work item labels, and adding checklists. This guide shows how to use Microsoft Planner for Agile and Scrum Projects in 9 steps, starting with "Head over to the bottom-left section, then click 'New Plan'" and finishing with "After completing these steps, you can now start using Microsoft Planner for Agile and S...". The interactive demo above is a click-through copy of the real Microsoft interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to use Microsoft Planner for Agile and Scrum Projects?
9 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Microsoft data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Microsoft. Related guides: How to Use Microsoft Planner for Multiple Projects, How to Use Microsoft Planner for Project Management and How to Use Microsoft Planner in Teams. Last reviewed 05 Oct 2026.
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