Using a Library Template to Create a Master Aero

To create a new Master Aero using a Library Template, navigate to Library > Library Templates.

Use the sort and filter features of the Library Template grid to find a template you want to use. Depending on your subscription level, you may not have access to all templates. Click the Add Master Aero button to use the template you’ve selected to create a new Master Aero for your firm

An Edit Master Aero screen will open so that you can schedule the Master Aero and assign it to a client and a Team Member. The fields you can fill out are as follows:

Category *Required The Aero category (Task, Appointment, Email, Other)
Estimated Duration *Required The estimated time the task should take. To change this, click on the clock icon or simply type in a new time. Note: time must be entered in this format: 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 *Required The type of task. Select the correct Aero type for your firm.
Assigned To *Required The team member the task is assigned to. This defaults to the person creating the Aero, but you can change it by using the dropdown menu to select a different Team Member.
Company The name of the company the task is associated with. This can be a customer or your firm or even a lead or vendor.
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).
Estimated Hourly Rate Enter a dollar amount for an estimated hourly rate for this Master Aero. Aero will use this rate to calculate a projected monthly income for the Master Aero.
Billable Check this box if you will be billing your customer by the hour for performing this task.
Fixed Fee Check this box if this Master Aero is scheduling a task that is part of a fixed fee engagement.
Active Checking this box indicates that the Master Aero is currently active.
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 The steps for performing the task appear here. Unlike a regular Master Aero you will not be able to edit the steps. If you want to be able to edit the steps in a Master Aero you create from a Library Template, you need to Clone the Library Template.

  • Order: Indicates the order in which the step will appear to the user.
  • Complete: This box is checked as each step is completed. If the step has been completed, it will say ‘Yes’.
  • Name: The name of the Step.
  • Description: A more detailed description of the step.
  • Action Link: If there is a green Launch button, there is a URL attached to the step that will take the user to a specific website to perform some action. Click the button to preview the website.
  • Help Link: If there is a green Launch button, there is a URL attached to the step that will take the user to a specific website to for help or more information. Click the button to preview the website.
  • SOP: If there is a green Launch button, there is a Library Procedure attached to the step. Click the button to preview the Procedure.

Click the blue Occurrence Options button to edit how often the Aero should repeat.

Renewal Pattern How often do you want the Aero to repeat (Weekly, Every Weekday, Every Monday Wednesday Friday, Every Tuesday Thursday, Daily, Monthly, Yearly).

  • If you choose Weekly, you can choose which day or days of the week you want the Aero to repeat on.
  • If you choose Monthly, you will be asked to check if you want the Aero to repeat on a certain day of the month (ie, the 19th of every month). If you leave it unchecked, the Aero will repeat on a the same day of the week each month (ie, the second Tuesday of each month.)
Repeat Every Do you want the Aero to repeat every one month, every two months? If you want an Aero to repeat every other week, you would choose Weekly in step one and 2 in this step. If you want the task to repeat once a quarter, you would choose every three months.
Start Date *Required The date you want the series to start.
End on Date Indicate here if you want the Aeros to end on a certain date. *You must pick either an end date or a number of occurrences.
Number of Dates Indicate here if you want the Aero to end after a certain number of occurrences.*You must pick either an end date or a number of occurrences.
Hide Renewal Pattern Click this button the hide the occurrence options.
Delete All Occurrences Click this button to remove all occurrences after you have inserted them. This will only delete occurrences that have not been changed. If an Aero has been worked on or rescheduled, it will not be deleted.
Insert Occurrences Click this button to insert the Aeros into the schedule in the pattern you have selected. Once they have been inserted, they will display in the grid of Aeros.

When you are done, click the Save and Close button to save and return to the Library Templates screen.

Updated on September 11, 2017

Was this article helpful?

Related Articles