221 lines
9.3 KiB
Markdown
221 lines
9.3 KiB
Markdown
---
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stage: Plan
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group: Project Management
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info: To determine the technical writer assigned to the Stage/Group associated with this page, see https://about.gitlab.com/handbook/engineering/ux/technical-writing/#assignments
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---
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# Description templates **(FREE)**
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You can define templates to use as descriptions
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for your [issues](issues/index.md) and [merge requests](merge_requests/index.md).
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You can define these templates in a project, group, or instance. Projects
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inherit the templates defined at a higher level.
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You might want to use these templates:
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- For different stages of your workflow, for example, feature proposal, feature improvement, or a bug report.
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- For every issue or merge request for a specific project, so the layout is consistent.
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- For a [Service Desk email template](service_desk.md#new-service-desk-issues).
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For description templates to work, they must be:
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- Saved with the `.md` extension.
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- Stored in your project's repository in the `.gitlab/issue_templates`
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or `.gitlab/merge_request_templates` directory.
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- Be present on the default branch.
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## Create an issue template
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Create a new Markdown (`.md`) file inside the `.gitlab/issue_templates/`
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directory in your repository.
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To create an issue description template:
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1. On the top bar, select **Menu > Projects** and find your project.
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1. On the left sidebar, select **Repository**.
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1. Next to the default branch, select **{plus}**.
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1. Select **New file**.
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1. Next to the default branch, in the **File name** text box, enter `.gitlab/issue_templates/mytemplate.md`,
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where `mytemplate` is the name of your issue template.
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1. Commit to your default branch.
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To check if this has worked correctly, [create a new issue](issues/managing_issues.md#create-an-issue)
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and see if you can find your description template in the **Choose a template** dropdown list.
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## Create a merge request template
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Similarly to issue templates, create a new Markdown (`.md`) file inside the
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`.gitlab/merge_request_templates/` directory in your repository. Commit and
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push to your default branch.
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To create a merge request description template:
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1. On the top bar, select **Menu > Projects** and find your project.
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1. On the left sidebar, select **Repository**.
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1. Next to the default branch, select **{plus}**.
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1. Select **New file**.
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1. Next to the default branch, in the **File name** text box, enter `.gitlab/merge_request_templates/mytemplate.md`,
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where `mytemplate` is the name of your merge request template.
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1. Commit to your default branch.
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To check if this has worked correctly, [create a new merge request](merge_requests/creating_merge_requests.md)
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and see if you can find your description template in the **Choose a template** dropdown list.
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## Use the templates
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When you create or edit an issue or a merge request, it shows in the **Choose a template** dropdown list.
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To apply a template:
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1. Create or edit an issue or a merge request.
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1. Select the **Choose a template** dropdown list.
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1. If the **Description** text box hasn't been empty, to confirm, select **Apply template**.
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1. Select **Save changes**.
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When you select a description template, its content is copied to the description text box.
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To discard any changes to the description you've made after selecting the template: expand the **Choose a template** dropdown list and select **Reset template**.
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NOTE:
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You can create shortcut links to create an issue using a designated template.
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For example: `https://gitlab.com/gitlab-org/gitlab/-/issues/new?issuable_template=Feature%20proposal`. Read more about [creating issues using a URL with prefilled values](issues/managing_issues.md#using-a-url-with-prefilled-values).
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### Set instance-level description templates **(PREMIUM SELF)**
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You can set a description template at the **instance level** for issues
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and merge requests by using an [instance template repository](../admin_area/settings/instance_template_repository.md).
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You can also use the instance template repository for file templates.
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You might also be interested [project templates](../admin_area/custom_project_templates.md)
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that you can use when creating a new project in the instance.
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### Set group-level description templates **(PREMIUM)**
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> - [Introduced](https://gitlab.com/gitlab-org/gitlab/-/merge_requests/52360) in GitLab 13.9.
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> - [Feature flag removed](https://gitlab.com/gitlab-org/gitlab/-/issues/321247) in GitLab 14.0.
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With **group-level** description templates, you can store your templates in a single repository and
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configure the group file templates setting to point to that repository.
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As a result, you can use the same templates in issues and merge requests in all the group's projects.
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To re-use templates [you've created](../project/description_templates.md#create-an-issue-template):
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1. On the top bar, select **Menu > Groups** and find your group.
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1. On the left sidebar, select **Settings > General**.
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1. Expand **Templates**.
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1. From the dropdown list, select your template project as the template repository at group level.
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1. Select **Save changes**.
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You might also be interested in templates for various
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[file types in groups](../group/index.md#group-file-templates).
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### Set a default template for merge requests and issues
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> `Default.md` template [introduced](https://gitlab.com/gitlab-org/gitlab/-/merge_requests/78302) in GitLab 14.8.
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In a project, you can choose a default description template for new issues and merge requests.
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As a result, every time a new merge request or issue is created, it's pre-filled with the text you
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entered in the template.
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Prerequisites:
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- On your project's left sidebar, select **Settings > General** and expand **Visibility, project features, permissions**.
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Ensure issues or merge requests are set to either **Everyone with access** or **Only Project Members**.
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To set a default description template for merge requests, either:
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- [Create a merge request template](#create-a-merge-request-template) named `Default.md` or `default.md`
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and save it in `.gitlab/merge_request_templates/`.
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This doesn't overwrite the default template if one has been set in the project settings.
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- Users on GitLab Premium and higher: set the default template in project settings:
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1. On the top bar, select **Menu > Projects** and find your project.
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1. On the left sidebar, select **Settings**.
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1. Expand **Merge requests**.
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1. Fill in the **Default description template for merge requests** text area.
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1. Select **Save changes**.
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To set a default description template for issues, either:
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- [Create an issue template](#create-an-issue-template) named `Default.md` or `default.md`
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and save it in `.gitlab/issue_templates/`.
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This doesn't overwrite the default template if one has been set in the project settings.
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- Users on GitLab Premium and higher: set the default template in project settings:
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1. On the top bar, select **Menu > Projects** and find your project.
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1. On the left sidebar, select **Settings**.
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1. Expand **Default issue template**.
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1. Fill in the **Default description template for issues** text area.
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1. Select **Save changes**.
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Because GitLab merge request and issues support [Markdown](../markdown.md), you can use it to format
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headings, lists, and so on.
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You can also provide `issues_template` and `merge_requests_template` attributes in the
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[Projects REST API](../../api/projects.md) to keep your default issue and merge request templates up to date.
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#### Priority of description templates
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When you set [merge request and issue description templates](#set-a-default-template-for-merge-requests-and-issues)
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in various places, they have the following priorities in a project.
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The ones higher up override the ones below:
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1. Template selected in project settings.
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1. `Default.md` from the parent group.
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1. `Default.md` from the project repository.
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## Example description template
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We use description templates for issues and merge requests in the
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[`.gitlab` folder](https://gitlab.com/gitlab-org/gitlab/-/tree/master/.gitlab) of the
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GitLab project, which you can refer to for some examples.
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NOTE:
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It's possible to use [quick actions](quick_actions.md) in description templates to quickly add
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labels, assignees, and milestones. The quick actions are only executed if the user submitting
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the issue or merge request has the permissions to perform the relevant actions.
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Here is an example of a bug report template:
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```markdown
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## Summary
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(Summarize the bug encountered concisely)
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## Steps to reproduce
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(How one can reproduce the issue - this is very important)
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## Example Project
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(If possible, please create an example project here on GitLab.com that exhibits the problematic
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behavior, and link to it here in the bug report.
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If you are using an older version of GitLab, this will also determine whether the bug has been fixed
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in a more recent version)
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## What is the current bug behavior?
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(What actually happens)
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## What is the expected correct behavior?
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(What you should see instead)
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## Relevant logs and/or screenshots
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(Paste any relevant logs - please use code blocks (```) to format console output, logs, and code, as
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it's very hard to read otherwise.)
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## Possible fixes
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(If you can, link to the line of code that might be responsible for the problem)
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/label ~bug ~reproduced ~needs-investigation
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/cc @project-manager
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/assign @qa-tester
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```
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