The Octopus Boards in version 5


Table of contents

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This is the Octopus Boards that allows you to create a Board in just a few steps and add the wanted Incidents / SRs.


  Watch an introduction video


Other features will follow including the possibility of adding a card that is not linked to a request.

Open Cards

Normally when a card is added to the board, it is linked to an incident or a service request. But in some cases, we want to follow an element that is not related to a request.

This is possible using an open card.

Add an Open Card

You start to add the card the same way, but then you use the arrow at the end of the Add an existing incident/SR field to choose the Add open card option.  

Then you add a subject and you can choose to complete the information with a description. 

In the board you will recognize the open card by its subject. If you click the card, you will have access to other elements:

  • You can add an assignee
    • No notification will be sent to the assignee
  • Modify the description or the subject
  • Add activities
    • You can modify the date of an activity
    • You can attach a file
    • Communication by email is
    • The efforts will be visible in the timesheet
What you need to know

The activities made from an open card are visible in the personal timesheet of the Octopus user, but are not visible in the timesheet report used by managers.

Delete an Open Card

You can delete an open card with the garbage can icon.

Confirmation will be requested upon deletion.

What you need to know

If an open card is deleted, all data relating to this card including activities is also deleted. There is no possibility of retrieving the information.


Visual Explanation

Configure the Permissions

There are three types of users in the Octopus boards. The standard licence is required to access the boards.

Here is the list of user types and possible permissions for each type:

  • Administrators
    • View board
    • Move cards
    • Add cards
    • Remove cards
    • Configure the board
    • Modify permissions
  • Collaborators
    • View board
    • Move cards
    • Add cards
    • Remove cards
  • Visitors
    • View board

How to grant / modify permissions

Configure the permissions with the button:

  • Design board

 The button is active if you have permission


Otherwise the button is inactive

  • Choose the permissions by user types
  • Add members

You can add the members:

  • Individually
  • By group
A board with no members
A board with one or more members


Visual Explanation


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