Create a work item

  1. 01

    Open the target board

    Confirm the project and the work-item view.

  2. 02

    Choose Epic or Story

    Select the type that matches the planning scope.

  3. 03

    Enter details

    Provide the fields exposed by your current release and project configuration.

  4. 04

    Save and verify

    Confirm the item’s lifecycle stage, ownership, and initial gate state.

Approve or reject a gate

  1. 01

    Open the review

    Use the review queue or open the gate from the work item.

  2. 02

    Inspect evidence

    Review all required artefacts, comments, and current work-item context.

  3. 03

    Check your slot

    Confirm whether your decision is required or optional.

  4. 04

    Decide

    Approve, or reject with a specific reason and expected remediation.

  5. 05

    Verify status

    Confirm the gate and card indicators reflect the decision.

Connect Jira and view a ticket

  1. 01

    Confirm server-side enablement

    Ask an administrator to verify that the Jira synchronisation flags are enabled.

  2. 02

    Open the Jira tab

    Navigate from the relevant work item.

  3. 03

    Connect your credential

    Authenticate with your own Jira account when prompted.

  4. 04

    Select the ticket

    Link or display one Jira ticket at a time.

  5. 05

    Review read-only context

    Jira data flows one way into Genesis. Manual resynchronisation is limited to once every 30 seconds.

Switch board views

ViewBest for
ListScanning details and sorting a bounded set of work
TimelineSequencing and date-oriented planning
SwimlanesComparing work across owners or categories
GroupedSummarising work by a shared attribute

Observe or roll back a distribution

Distribution publication steps currently run outside the application. Maintainers and administrators can use the UI to observe publication state and initiate rollback where available. Do not describe the current UI as a complete author-and-publish workflow.