Often in an accounting firm, client work involves more than one person before it’s done. For example, you may have a process where one person in the firm does the data entry, then a second person does the reconciliation, and then a third person prepares reports and contacts the client. There are two different ways you can set up this workflow in Aero.
Outline the process in the steps
The easiest way is to create an Aero Template or a Master Aero that tracks the whole process from start to finish in the Steps:
Obviously this sample is simplistic. Each part of the process can have multiple steps to complete before they get to the Save and Defer. But this is one way that a series of dependent tasks can be combined into one big task.
Link Aero Templates together
If you want to be able to more clearly track each part of the process, you can create an Aero template for each part of the process and then link them together:
- Create an Aero Template with the checklist for the Aero that you want to be generated (the ‘second’ Aero).
- Find the template you just created and click the Add Aero button.
- Copy the URL.
- Create a Master Aero or an Aero Template for the Aero that will generate the second Aero with it’s own checklist.
- Add the step that will generate the second Aero. Paste the URL you copied into the “action link” field.