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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