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Integrate with GitLab

Pro

Integrating GitLab with Plane allows you to sync your development workflow seamlessly by linking GitLab merge requests with Plane work items. This connection enables automated updates and enhances collaboration between developers and project managers.

This guide walks you through the steps to connect your GitLab account, link GitLab projects to Plane, and configure pull request automation.

Set up GitLab integration

Self-hosted instances

If you're running a self-hosted instance of Plane, you'll need to set up a few extra configurations to get GitLab integration working. Check out the setup guide first before diving into the steps on this page.

To get started, you'll need to connect your GitLab account, organization, and repositories with Plane. Follow the steps below to complete the setup:

  1. Connect your GitLab organization
  2. Connect GitLab project
  3. Connect Plane project

Connect GitLab organization

Link your GitLab organization to your Plane workspace to start syncing repositories. This step is crucial for enabling the full range of GitLab-Plane integrations.

  1. Navigate to Workspace Settings in Plane.

  2. Go to the Integrations tab.

  3. Locate the GitLab integration section.

  4. Click Connect to authenticate your GitLab account and initiate the connection. Connect GitLab

  5. Review the requested permissions and click Authorize Plane to grant access. Authorize Plane

  6. Once authenticated, you should see your GitLab account listed as connected.

At this stage, your GitLab account is linked to Plane, but you still need to connect specific GitLab projects to Plane projects.

Connect GitLab project

Connecting a GitLab project allows Plane to receive updates from that project via webhooks. These webhooks are essential for GitLab merge request automation.

Connect GitLab project

To connect a GitLab project:

  1. In the GitLab Project Connections section, click Add.

  2. Select the GitLab Project you want to link.

  3. Click Continue to confirm the selection.

Once connected, the GitLab project will be listed in the UI, confirming the integration.

Connect Plane project

After linking a GitLab project, the next step is to associate it with a Plane project. This connection ensures that Plane work items can be updated automatically based on GitLab merge request activities.

Connect Plane project

  1. Select the Plane Project you want to connect.

  2. In the Pull Request Automation section, set up rules for how Plane should update work item states based on merge request lifecycle events.

  3. Once configured, you will see the project connection appear in the Plane Project Connections section.

Sync pull requests

Pull requests (PRs) are also synchronized with Plane to ensure issue tracking remains accurate throughout the development lifecycle.

Closing references and auto-updates

When a pull request includes closing references to GitLab issues (e.g., closes #14), any linked Plane work items will automatically update with the PR link. If the PR is merged or closed, the Plane work item state updates based on the configured workflow in Pull Request Automation.

Magic words for issue references

You can use specific keywords in GitLab pull requests to manage how Plane work items are updated.

  • Closing references
    These keywords close linked issues when the PR is merged or closed. Keywords
    close, closes, closed, closing, fix, fixes, fixed, resolve, resolves, resolved, complete, completes, completed.

  • Non-closing references
    These keywords maintain the state mappings of linked issues but don’t close them. Keywords
    ref, references, reference to, part of, related to.

PR lifecycle mapping

The lifecycle of a pull request can be mapped to workflow states in Plane. The following PR states are available for mapping:

  • A draft PR is created.
  • A PR is opened.
  • A review is requested.
  • The PR is approved and ready to be merged.
  • The PR is successfully merged.
  • The PR is closed without merging.

When a PR references Plane work items (using closing or non-closing reference keywords), Plane will post a confirmation comment on the pull request, ensuring visibility into which issues are linked.