Add New Hat

The concept of Hats in Aero allow you to track how much time is being spent by your team wearing various different hats. You can set up a list of Hats that represent different functions, such as CFO, Controller, Bookkeeper, Admin, Sales, etc. Or you can set up a list of Hats that represent specialties– Bill.com guru, QBO Expert, Social Media Maven, etc.

To create a new Hat, navigate to Setup > Hats. On the Setup Hats screen, click the down arrow to the right of Setup Hats and choose Add a New Hat. The Create Hat window will pop up – fill out the following fields to create a hat:

Name *Required The Hat name.
Active If the box is checked, the Hat is currently active and will show in the Hat dropdown menu in the Aero screens.
Close Click the Close button to return to the Setup Hats Screen without saving.
Save and Close Click the Save and Close button to save the new Hat and return to the Setup Hats screen.
Updated on February 22, 2017

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