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⚙️ Managing HolmesRAG with ClickUp and GitHub Project Board

Needs Definition and Tools Comparisons

Below are the must-have features when I was comparing various project management tools such as ClickUp, Teamswork.

  • Good to be used for project development with AGILE;
  • Easily track time and tasks duration calculation;
  • Ideally, it’d be integrable with GitHub Project so that tasks can link to the corresponding development items without heavy efforts;
  • Ideally, it’d be integrable to GitHub, or development time tracking inforamtion are exportable to GitHub in Markdown format.
  • If possible, allows me to manage personal tasks using the same app

Comparisons in summary:

FeatureWinner
Agile / Scrum workflows🟢 ClickUp
Time tracking depth🔵 Teamwork
Personal / household tasks🟢 ClickUp
GitHub integration🟢 ClickUp
Markdown / dev workflow🟢 ClickUp

Therefore, ClickUp is selected for this project due to its ease of use..

Templates Selection

Must Have:

  • Sprints view (Kanban)
  • EPIC view
  • Import function: allows me to import setup template or tasks details, which to be drafted by ChatGPT later

Good to Have:

  • Project Schedule in Gantt Chart;
  • Document page

At the end, SCRUM Sprint Planning template is chosen. chosen template

Using ChatGPT to Reduce Project Planning Effort

One of the key factors to a successful project is great project planning and definement. Important definements are:

  • Development timeframes — otherwise, the project can go until year 3000
  • MVP’s EPICs, Features, Stories/Tasks — otherwise, it’s very easy to get lost in the tech-wonderland.

In this project, I’m using ChatGPT to help me refine and fulfilled most of the key details instead of me drafting every little details. The prompt I used was:

MVP of this project is building a working chatbot with reasonable latency, regardless of accuracy. Help me to answer:
- project start date is 3rd May 2026, with working 2-3 hours per day, define corresponding fortnightly sprints, include the details such as expected durations;
- define the relevant EPIC, Features, include the details;
Prepare your final result in csv format, importable to ClickUp

As a result, 3 EPICs and 3 Sprints, along with relevant high-level tasks are created to meet the MVP puropse.

Set up the Project

To speed up the process, I used the “Import template” feature in ClickUp, which allows me to download the pre-set articles into a ClickUp project:

Import Setup

As a result, project basic setup is completed along with ChatGPT-generated articles, with further refinement to complete:

Template after Importing

GitHub Project Board

Next step is enabling GitHub integration in ClickUp: Enable GitHub integration in ClickUp

Connected to Repo

Usage Note

Use commit/PR auto-linking

In GitHub commits or PRs, include: ClickUp task ID (e.g. CU-123)

ClickUp will automatically attach:

  • commits
  • PRs
  • branches

In the meanwhile, GitHub Projects is used for dev workflow, with the customized statuses columns.

👉 Note, to keep it simple, GH Projct statues are NOT synced to ClickUp statuses.

What this Setup Gives

✅ The current project management setup is:

  • ClickUp = EPICs, Features, Sprints (planning layer) —> remains clean for Agile planning;
  • GitHub = Issues + Projects board (execution layer) —> fast for dev work.
⚙️ Managing HolmesRAG with ClickUp and GitHub Project Board
/posts/project_management/holmes_clickup_gh/
Author
Carina
Published at
2026-05-03
License
CC BY-NC-SA 4.0