Aeros, Master Aeros, Aero Templates, Projects – I’m so confused!

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

Updated on April 4, 2017

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