Quick summary
Microsoft Planner supports Agile and Scrum workflows by letting teams create structured plans with Scrum-stage buckets, labeled work item types, and task checklists. This guide walks through creating a new plan from a template, configuring it for Scrum, and managing tasks with your team.
Steps
- Navigate to the bottom-left section and click New Plan to start creating a project.
- Select Simple Plan from the available plan type options.
- Click Use Template to apply the selected plan template and proceed.
- Enter a unique plan name in the input field and choose a group from the drop-down menu.
- Click Create to finalize and generate the new plan.
- Rename the buckets to match Scrum board stages — such as Backlog, To Do, In Progress, Testing, and Done.
- Rename the labels to reflect work item types, such as User Story, Bug, and Epic.
- Use the checklist section within a task to break it into sub-assignments by clicking Add an Item and entering the details.
- Begin adding, assigning, and managing tasks with your team members across the Scrum board.
