# How to Use Microsoft Planner for Project Management

> To manage projects in Microsoft, click New Plan, select the Project Management template, and tap Use Template. Enter a unique plan name and specify the save group, then click Create to finish setting up your new project dashboard.

Canonical: https://livedemo.ai/tutorials/how-to-use-microsoft-planner-for-project-management/
Apps: Microsoft
Updated: 2026-10-05
Interactive demo: https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a51f6ab56e05a00ffee44/preview?step=1

## Steps

1. Head over to the bottom-left section and click 'New Plan'.
2. After that, select 'Project Management' from the available templates.
3. Tap 'Use Template' to proceed.
4. Subsequently, add a unique plan name and specify the group where you wish to save it.
5. Once done, click 'Create'.
6. After completing these steps, a new plan dedicated to project management will be created. You can now add, share, and manage tasks on this dashboard.