Navigate to Manage > Aeros. On the Manage Aeros screen use the sort and filter features of the grid to find the Aero you want to turn into a template. Click the View button on the left to go to the Edit Aero screen for that Aero. Click the down arrow to the left of Edit Aero and choose Make into Aero Template. This will take you to the Edit Aero Template screen where you can edit any of the following:
| Category *Required | The Aero category (Task, Appointment, Email, Other) |
| Estimated Duration *Required | The estimated time the Aero will take. Note that this must be entered as hh:mm. |
| Set Days To Due Date | If there is a window of time to perform this task, specify the number of days in this window here. When you specify the occurrence intervals, the Due Date will be automatically calculated based on the number of days entered here. |
| Type | Choose an Aero Type from the dropdown list |
| Assigned To | The team member the Aero template is being assigned to. |
| Company | The name of the company the Aero is associated with. |
| Contact | The main contact for that Aero. |
| Priority | The Aero’s priority (Normal, Elevated, Critical). Priority default is Normal. |
| Hat | The type of job ‘hat’ the staff member is wearing for this Aero. |
| Project | The project this Aero is associated with (choose from the drop down menu or start typing a project name, company name, or project type to find). |
| Billable | If the box is checked, the time spent doing the Aero is billable. |
| Fixed Fee | Check this box if this Aero will be billed on a fixed fee basis. |
| Active | If the box is checked, the template is active and can be used to create new Aeros. |
| Subject *Required | A short title for the template. This will be displayed on the Aero grids and lists. |
| Description | A more detailed description of the Aero can be written here. |
| Steps | Edit the steps as necessary. |
| Close | Click the Close button to close without saving and return to the Manage Aeros screen. |
| Save and Close | Click the Save and Close button to create the new template and go to the Manage Aero Templates screen. |