GitLab Planner

GitLab Planner

  1. Head to GitLab
  2. Click on Groups
    Screenshot 2025-11-19 at 1.55.04 PM Medium
  3. Click the option to create a New Group
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  4. It will then give you the option to Create group or Import group
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    1. If Create group
      1. Add necessary information such as:
        1. Group name/url
        2. Public, private, or internal
        3. Who will you be using this group for?
          Screenshot 2025-11-19 at 1.48.59 PM
      2. When done, click Create group
  5. You will now see your group, to create a project click New project 
  6. It will then give you the option to Create a blank, template, or Import project
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    1. If Blank project
      1. Add necessary information such as:
        Screenshot 2025-11-19 at 1.49.31 PM
        1. Project name
        2. Project url/slug
        3. Project Configuration
      2. When done, click Create project
  7. On the left nav bar, you will see a button that says Plan
  8. Hover over the Plan button, and click Issue boards
    Screenshot 2025-11-19 at 1.50.55 PM Medium
    1. This will show a Kanban board, you can also create issues or tasks here
      Screenshot 2025-11-19 at 1.51.07 PM
  9. Another way to create Tasks/Issues/Incidents
    1. Hover over Plan again and select Issues
      Screenshot 2025-11-19 at 1.51.34 PM Medium
    2. Click New Item
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      or
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    3. Click on Type:
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      1. You will have the options between Incident, Issue, and Task
      2. Select which you prefer
      3. Enter any information you have such as:
        1. Title
        2. Description
        3. Assignee
        4. Labels
  10. To create labels
    1. Hover over Manage
    2. Click Labels
      Screenshot 2025-11-19 at 1.52.27 PM Medium
    3. Click New Label
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      or
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    4. Enter a title, description, and color
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    5. Click Create label
  11. Creating another section on Issue Boards
    1. Go to Issue boards
    2. Click New List
      Screenshot 2025-11-19 at 1.53.03 PM Medium
    3. Select a label for it (this is required, refer to Step 10 if needed)
      Screenshot 2025-11-19 at 1.53.10 PM Medium
    4. Click Add to Board
  12. You have now created a Kanban Board on Gitlab
    1. Members can assign issues/incidents/tasks to themselves and move tasks around