Doing Your Work in Aero

Once your firm’s work has been defined and scheduled, it’s time to learn how to do your work using Aero. The...

To group items in a grid, simply click and drag any column header into the blue header at the top...

To set your Aero Preferences, navigate to Work > My Preferences. Here is where you can customize some of your...

Once you are logged in, you can change your password from any screen. Click on your username in the upper-right...

Navigate to Work > My Aeros and click the orange clock icon to the left of the appointment you want...

Work > My Aeros will take you to the list of all Aeros that have been assigned to you. The columns are:

To accept a task that has been assigned to you, navigate to Work > My Aeros. Click the airplane icon...

When you accept an Aero, you’ll notice that the green timer starts automatically. If you click on the timer button you can see the...

Work >Timesheet will bring you the My Timesheet screen listing all time you have logged consuming Aeros. You can use...

Work > My Schedule takes you to the My Schedule screen. Here you can see a calendar view of all...

To access My Companies, navigate to Work > My Companies. Here you will see a list of all the companies for...

Clicking on Work > My Projects will take you to My Project List. You can click on the down arrow next...

To read an email in your Aero List, simply click on the envelope icon. The Read Email window will open...

To reply to an email that you are reading, you can either click the Reply button in the upper right...

To forward an email that you are reading, you choose Forward from the Reply drop-down list. Once you choose Forward, a window will...

To write a new email, navigate to Quick Links > Start Email. The Compose Email screen will open. The From...

From the Manage dropdown menu, choose Time. You can edit your own time from the My Timesheet screen (Work >...

On the My Aeros Screen, click the down arrow next to My Aeros. The menu will open with the following...

When you are in the Read Email, Read Note, Do Task or Attend Appointment screens, you can choose to create...

When you are in the Read Email, Do Task, Read Note, or Attend Appointment screens, you can choose to create...

When you are in the Read Email, Do Task, Read Note, or Attend Appointment screens, you can choose to create...

To read an email in your Aero List, simply click on the envelope icon. The Read Email window will open...

When you’re ready to stop working on an Aero, you have three different options. Which option you choose depends upon what you want...

You can create a Quick Note in Aero either for yourself or for another team member. A note is not a...

To add an email to Aero from someone whose email’s are not regularly imported into Aero lists, navigate to Quick...

If you need to start a task ‘on the fly’, you can start an unscheduled task from the Quick Links...

If you need to start a meeting ‘on the fly’, you can start an unscheduled appointment from the Quick Links...

You can send an email anytime from within Aero Workflow (as long as you have connected your gmail account to...

To get to My Dashboard, navigate to Work > My Dashboard. You can use this screen to see your Aeros arranged...

To read a Note, click the blue “i” icon on your Aero List. The fields on this screen are:  Read more......

Go to Manage > Aeros. Use the sort and filter features of the grid to find the Appointment you want to edit and click...

Navigate to Manage > Aeros. Use the sort and filter features of the grid to find the Email you want to edit and click...

Navigate to Manage > Aeros. Use the sort and filter features of the grid to find the Note you want to edit and click...

 Read more... Make sure you are logged into the Google account that you want to be connected to Aero. Log...

 Read more... Before you connect, make sure your Office 365 inbox (not your Outlook inbox) doesn’t contain more than 50...

The My Templates screen gives you a list of Aero Templates that are assigned to the user who is logged...

Aero Certification is available to you at no cost so that you can make sure you and your team are...