You may be able to create an Aero from an Aero Template on the My Templates screen.
Navigate to Manage > Aero Templates. On the Manage Aero Templates screen, you will see a grid of all the Aero Templates you have created. Find the template that you want to use and click the Add Aero button on the right. You will be taken to the Add New Aero from Template screen.
OR - from the Edit Company screen, click on the Actions tab. Find the Aero template you want to use in the dropdown menu and click the Add Aero button.
All information from the template has been pre-filled, but you can also fill out / edit the following:
|Scheduled Start Date *Required||The date and time the Aero should begin. This field defaults to the date and time you open the Add New Aero from Template screen, but you can enter a different date by clicking the calendar icon on the right and a different time by clicking the clock icon.|
|Estimated Duration: *Required||The estimated time the Aero should take. This field defaults to the time you set in the template if you do not change it.|
|Due Date||If you want to specify a window of time for the task to be performed in, you can add an 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. This field defaults to whatever you set up in the template.|
|Type *Required||The type of Aero.|
|Assigned To *Required||The team member the Aero is being assigned to.|
|Company||The name of the company the Aero is associated with.|
|Contact||The main contact for that Aero.|
|Category *Required||This defaults to the category you set for the template.|
|Priority||The Aero’s priority (Normal, Elevated, Critical). Priority default is Normal.|
|Hat||The 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).|
|Billable||If the box is checked, the time spent doing the Aero is billable.|
|Fixed Fee||Check this box if this Aero will be billed on a fixed fee basis.|
|Close||Click the close button to close without saving and return to the Manage Aero Templates screen.|
|Save and Edit||Click this button to add the new Aero and go to the Edit Aero screen. There you will be able to edit the subject, description, and steps that you created for the template.|
|Save and Start||Click the Save and Start button to create the Aero and start working on it right away. The Do Task screen will open with the timer running.|
|Save and Close||Click the Save and Close button to create the Aero without any further editing. The Aero will be created and you will be taken to the Manage Aeros screen.|