Doing Your Work in Aero

  • 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...
  • 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...