Navigate to Manage > Aeros. Use the sort and filter features of the grid to find the Task you want to edit and click the blue View button on the left. You can also edit an Aero from many of the Aero Reports.
If you want to edit one of your own Aeros, you can get to the edit screen by clicking the View button on the My Dashboard screen, the E on the My Schedule screen, the category link on the My Aeros screen, or the Aero button on the My Timesheet screen.
The Screen Menu of the Edit Aero screen gives you options to make the current Aero into an Aero Template, to make is recurring (Make it into a Master Aero), or to Clone the Aero. You can edit the following fields:
Scheduled Start Date *Required | The original assigned start date. To change this, click on the calendar icon and choose a new date. |
Scheduled Duration *Required | The original estimated time the task should take. To change this, click on the clock icon or simply type in a new time. Note that the Scheduled duration needs to be in the hh:mm format. |
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. |
Type *Required | Choose an Aero Type from the dropdown menu. |
Company | The name of the company the task is associated with. |
Contact | The main contact for that task. |
Status | The status of the task (Not Started, In Progress, Completed, Canceled, Deferred). If you change the status to Canceled, it will be deleted. |
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 | If the box is checked, the time spent doing the task is billable. |
Subject: *Required | A short title for the task. This will be displayed on the Aero grids and lists. |
Description | A more detailed description of the task can be written here. |
Steps | The steps for performing the task. To add a new step, click the Add a new step button, then fill out the fields as follows:
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Time | If the task has been started and deferred there will be information on the Time tab. Click on the link to see the previous time entries. You can use the sort features of the grid to find a particular time entry
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Company Info | If there is a company name in the Company field, there will be a blue Company Info link. Clicking on the link will bring up a company information window with:
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Company Aeros | If there is a company name in the Company field, and there are any other Aeros assigned to that company, there will be a blue Company Aeros link. Click on the link to show the grid of all Aeros for that company. You can use the sort features of the grid to look for a specific Aero. The columns in this grid are:
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Vault | If the Aero has a Company assigned to it, there will be a blue Vault link. Click the link to see the entries in the vault. You can use the sort features of the grid to look for a specific vault entry. Note: Team members will only see vault entries with security levels that are less than or equal to their security levels. The columns in the vault are:
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Show More | Clicking the Show More button will open up more fields that give you information about the Aero:
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Delete this aero | Click this button to Delete the task. |
Edit Master Aero | If the task is one of a series of occurrences generated by a Master Aero, there will be a Edit Master Aero button. You can click this button to edit the Master Aero. Editing a Master Aero will change ALL Aeros generated by the Master that have not yet been started. Editing a single Aero that was generated by the Master will change only that one Aero. |
Close | Click the Close button to close without saving. |
Save and Start | Click the Save and Start button to save your changes to the Aero and start working on the task right now. |
Save and Close | Click the blue Save and Close button to save the task and close the Edit Task window. |
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