Aero gives you the power to set up your firm’s workflow in the way that works best for you. There is a lot of flexibility- but that comes with the price of a certain amount of complexity. In an effort to help, you can check out the chart below. In more depth, you can read about the difference between a Procedure and an Aero Template.
Aeros | Master Aero | Aero Template | Library Template | Procedures | Library Procedures | Projects | |
Must be Assigned to a Team Member | Yes | Yes | No | No | No | No | Yes |
Has a step-by-step checklist | Yes | Yes | Yes | Yes | No | No | No |
Is usually assigned to a Company | Yes | Yes | No | No | No | No | Yes |
Must have an Aero Type specified | Yes | Yes | No | No | No | No | No |
Is listed on My Aeros | Yes | No* | No | No | No | No | No |
Is used to create activities that occur on a regular interval | No | Yes | No | No | No | No | No |
Can be used to create one-time activities or recurring activities | Yes | No | Yes | Yes | No | No | No |
Appears on the Manage Aeros Screen | Yes | No* | No | No | No | No | No |
Is created and Maintained by the firm | Yes | Yes | Yes | No | Yes | No | Yes |
Can be Cloned | Yes | Yes | Yes | Yes | No | No | No |
Is scheduled | Yes | Yes | No | No | No | No | Yes |
Can have time-tracking data associated with it | Yes | Yes | No | No | No | No | Yes** |
Can be linked to a step in any checklist | No | No | No | No | Yes | Yes | No |
Can be worked on by multiple team members at the same time | No | No | No | No | No | No | Yes |
Resembles a document | No | No | No | No | Yes | Yes | No |
Generates data that can be reviewed in Aero Reports | Yes | Yes | No | No | No | No | Yes |
Can only be assigned to one person at a time | Yes | Yes | No | No | No | No | No |