Using a Library Template to Create an Aero

To create a new 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 Aero button to use the template you’ve selected to create a new Aero for your firm.

Library Template Add Aero

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

Scheduled Start Date *Required The date the task will appear on the assigned staff person’s Aero list. The date and time defaults to when you are creating the Aero. To change the date, click on the calendar icon. To change the time, click on the clock icon.
Scheduled 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
Due Date If you want to specify a window of time for the task to be performed in, you can add a absolute due date here. For example, if the task is to reconcile accounts, and the Start Date is on the first of the month but it just needs to be completed by the 10th, you can put the 10th in as the Due Date.
Assigned To *Required The team member the task is assigned to. This defaults to you, but you can change it by using the dropdown menu to select a different Team Member.
Type *Required The type of task. Select the correct Aero type for your firm.
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 task.
Category Is this a Task, Appointment, Email, or Other. This defaults to what was set in the Library, but you can change it.
Status The status of the task (Not Started, In Progress, Completed, Canceled, Deferred). Generally, when creating a new Aero, you will leave the status at NotStarted.
Priority The task’s priority (Normal, Elevated, Critical).
Hat The job ‘hat’ the staff member is wearing for this task.
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 Check this box if you will be billing your customer by the hour for performing this task.
Unscheduled If the box is checked, this task was not a scheduled task on an Aero list but was started ‘on the fly’.
Subject: *Required A short title for the task. This will be displayed on the Aero grids and lists. The Subject defaults to the name of the Aero template, but you can change it here.
Description The description defaults to a description of the template’s purpose, but you can edit it here. For example, you can use this space to add special instructions to the team member doing the work.
Steps The steps for performing the task appear here. Unlike a regular Aero you will not be able to edit the steps. If you want to be able to edit the steps in an 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.
Show More Clicking the Show More button will open up more fields that give you information about the Aero:

    • Email To: If this was originally an email there will be an email address here.
    • Email From: If this was originally an email there will be an email address here.
    • Email CC: If this was originally an email there could be an email address here.
    • Email BCC: If this was originally an email there could be an email address here.
    • Has Attachment: If this was originally an email and it had an attachment, this box will be checked
    • Email ID: If this was originally an email, there will be an ID number here.
    • Email Sent: For an Aero that involved sending an email, this box will be checked to confirm that the email was sent.
    • Email Send Date:For an Aero that involved sending an email, there will be a date here.
    • Email Type: (Incoming, Outgoing, NA) If this was originally an email there will be an email type here.
    • Recurrence Type: (One Time, Occurrence)
    • Deferred Reason: If the task has been deferred, the reason will appear here.
    • Email Template: If the email was created using a template, the template name will appear here.
    • Fixed Fee: If this task is for a fixed fee project, this box should be checked.
    • Changed Occurrence: If this Aero was originally an occurrence of a Master Aero, but has been edited, this box will be checked.
    • Estimated Hourly Rate:
    • Master Aero ID: If this Aero is an occurrence of a Master Aero, the Master Aero ID will appear here.
    • Library Template ID: If this Aero is was created from a Library Temple, the Library Template Id number will appear here.
Delete this aero Click this button to Delete the Aero.
Close Click the Close button to close without saving.
Save and Close Click the blue Save and Close button to save the Aero and close the Edit Aero window and return to the Library Templates screen.
Updated on September 12, 2017

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