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...
Using Aero’s Grids To group items in a grid, simply click and drag any column header into the blue header at the top...
My Preferences To set your Aero Preferences, navigate to Work > My Preferences. Here is where you can customize some of your...
Change Your Password Once you are logged in, you can change your password from any screen. Click on your username in the upper-right...
Accept an Appointment Navigate to Work > My Aeros and click the orange clock icon to the left of the appointment you want...
My Aeros Screen Work > My Aeros will take you to the list of all Aeros that have been assigned to you. The columns are:
Accept a Task To accept a task that has been assigned to you, navigate to Work > My Aeros. Click the airplane icon...
How to Use the Aero Timer 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...
My Timesheet Screen Work >Timesheet will bring you the My Timesheet screen listing all time you have logged consuming Aeros. You can use...
My Schedule Screen Work > My Schedule takes you to the My Schedule screen. Here you can see a calendar view of all...
My Companies To access My Companies, navigate to Work > My Companies. Here you will see a list of all the companies for...
My Projects Screen Clicking on Work > My Projects will take you to My Project List. You can click on the down arrow next...
Read Email To read an email in your Aero List, simply click on the envelope icon. The Read Email window will open...
Reply to Email To reply to an email that you are reading, you can either click the Reply button in the upper right...
Forward Email To forward an email that you are reading, you choose Forward from the Reply drop-down list. Once you choose Forward, a window will...
Create Email To write a new email, navigate to Quick Links > Start Email. The Compose Email screen will open. The From...
Edit Aero Time From the Manage dropdown menu, choose Time. You can edit your own time from the My Timesheet screen (Work >...
My Aeros Menu On the My Aeros Screen, click the down arrow next to My Aeros. The menu will open with the following...
Related Aero Task When you are in the Read Email, Read Note, Do Task or Attend Appointment screens, you can choose to create...
Related Aero Appointment When you are in the Read Email, Do Task, Read Note, or Attend Appointment screens, you can choose to create...
Related Email When you are in the Read Email, Do Task, Read Note, or Attend Appointment screens, you can choose to create...
Read Email and Reply To read an email in your Aero List, simply click on the envelope icon. The Read Email window will open...
What is the difference between Pause and Defer? When you’re ready to stop working on an Aero, you have three different options. Which option you choose depends upon what you want...
Add Note You can create a Quick Note in Aero either for yourself or for another team member. A note is not a...
Add Email To add an email to Aero from someone whose email’s are not regularly imported into Aero lists, navigate to Quick...
Start Task If you need to start a task ‘on the fly’, you can start an unscheduled task from the Quick Links...
Start Appointment If you need to start a meeting ‘on the fly’, you can start an unscheduled appointment from the Quick Links...
Start Email You can send an email anytime from within Aero Workflow (as long as you have connected your gmail account to...
My Dashboard To get to My Dashboard, navigate to Work > My Dashboard. You can use this screen to see your Aeros arranged...
Accept a Note To read a Note, click the blue “i” icon on your Aero List. The fields on this screen are: Read more......
Edit an Appointment Go to Manage > Aeros. Use the sort and filter features of the grid to find the Appointment you want to edit and click...
Edit an Email Navigate to Manage > Aeros. Use the sort and filter features of the grid to find the Email you want to edit and click...
Edit a Note (Other) Navigate to Manage > Aeros. Use the sort and filter features of the grid to find the Note you want to edit and click...
Connecting Aero to Google Read more... Make sure you are logged into the Google account that you want to be connected to Aero. Log...
Connecting Aero to Office 365 Read more... Before you connect, make sure your Office 365 inbox (not your Outlook inbox) doesn’t contain more than 50...
My Templates The My Templates screen gives you a list of Aero Templates that are assigned to the user who is logged...
Register for Certification Aero Certification is available to you at no cost so that you can make sure you and your team are...