Manage Aeros

Manage > Aeros takes you to the Manage Aeros screen where you can see a grid of all the firm’s Aeros. It defaults to open Aeros due on or before today (an open Aero is one that is either In Progress, Not Started, or Deferred). This is the screen you use to keep tabs on what is going on in your firm.

If you click on the down arrow next to Manage Aeros you can choose to:

Add Task Create a new task
Add Appointment Create a new appointment
Add Email Add an incoming email
Batch Update Aeros Batch Update Aeros

When you navigate to Manage > Aeros it defaults to viewing all open Aeros due on or before Today, grouped by team member. You can change how you view your firm’s open Aeros by using the choices in the white boxes. You can also use the sort and filter features of the grid to find a specific set of Aeros. If you want to save the sort and filter options for the next time you visit this screen, click the Make Sticky button.

By User Manage_Aeros_-_Aero_Workflow_ManagerChoosing anything in the By User dropdown will filter Aeros by the option you choose and then group them by User:

  • Open and Due – All Aeros that are open and due today or earlier.
  • Open and Due This Week – All open Aeros that are due up to today and for the next seven days.
  • Open and Overdue – All open Aeros that are Open and due on or before yesterday.
  • All for Range (not yet active) – All Aeros for a date range you specify.
  • All For Status – You can choose all Aeros with a specified status: Not Started, In Progress, Deferred, Completed, or Cancelled.
  • All – All Aeros of every status for the entire time your Aero account has been active. This can be a huge amount of data and can take a long time to load.
By Company Choosing anything in the By Company dropdown will filter Aeros by the option you choose and then group them by Company:

  • Open and Due – All Aeros that are open and due today or earlier.
  • Open and Due This Week – All open Aeros that are due up to today and for the next seven days.
  • Open and Overdue – All open Aeros that are Open and due on or before yesterday.
  • All for Range (not yet active) – All Aeros for a date range you specify.
  • All For Status – You can choose all Aeros with a specified status: Not Started, In Progress, Deferred, Completed, or Cancelled.
  • All – All Aeros of every status for the entire time your Aero account has been active. This can be a huge amount of data and can take a long time to load.
By Type Choosing anything in the By Type dropdown will filter Aeros by the option you choose and then group them by Type:

  • Open and Due – All Aeros that are open and due today or earlier.
  • Open and Due This Week – All open Aeros that are due up to today and for the next seven days.
  • Open and Overdue – All open Aeros that are Open and due on or before yesterday.
  • All for Range (not yet active) – All Aeros for a date range you specify.
  • All For Status – You can choose all Aeros with a specified status: Not Started, In Progress, Deferred, Completed, or Cancelled.
  • All – All Aeros of every status for the entire time your Aero account has been active. This can be a huge amount of data and can take a long time to load.
By Project Choosing anything in the By Project dropdown will filter Aeros by the option you choose and then group them by Project:

  • Open and Due – All Aeros that are open and due today or earlier.
  • Open and Due This Week – All open Aeros that are due up to today and for the next seven days.
  • Open and Overdue – All open Aeros that are Open and due on or before yesterday.
  • All for Range (not yet active) – All Aeros for a date range you specify.
  • All For Status – You can choose all Aeros with a specified status: Not Started, In Progress, Deferred, Completed, or Cancelled.
  • All – All Aeros of every status for the entire time your Aero account has been active. This can be a huge amount of data and can take a long time to load.
By Status Choosing anything in the By Status dropdown will filter Aeros by the option you choose and then group them by Status:

  • Open and Due – All Aeros that are open and due today or earlier. Only the three open statuses will display: Not Started, In Progress, and Deferred.
  • Open and Due This Week – All open Aeros that are due up to today and for the next seven days. Only the three open statuses will display: Not Started, In Progress, and Deferred.
  • Open and Overdue – All open Aeros that are Open and due on or before yesterday. Only the three open statuses will display: Not Started, In Progress, and Deferred.
  • All for Range (not yet active) – All Aeros for a date range you specify.
  • All – All Aeros of every status for the entire time your Aero account has been active. This can be a huge amount of data and can take a long time to load.

Aero peak view

To find a specific Aero or groups of Aeros, use the sort and filter features in the column headings. Clicking the blue View button for any Aero allows you to see further details and edit the Task, Appointment, Email, or Other. Click the black arrow to open a peak view of the Aero. The columns displayed can also be customized from the column headings, but those shown by default are:

User The team member to whom the Aero is assigned.
Start Date The original assigned start date of the Aero.
Hours The estimated time the Aero will take. This in fractions, not hours and minutes.
End Date If a due date has been specified it will appear here.
Subject The subject or title of the Aero.
Company The name of the client associated with this Aero (if any).
Project The name of the project associated with the Aero (if any).
Category The category of work being performed (Task, Appointment, Email, Other).
Type The Aero’s type.
Status The current status of the Aero (Not Started, In Progress, Completed, Canceled, Deferred).

You can choose to see other columns as well:

Contact The contact associated with the Aero.
Project Type The Project Type for the Project that the Aero is assigned to.
Manager The Manager of the team member to whom the Aero is assigned.
Updated on August 7, 2017

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