Organizing Services
Aeros, Master Aeros, & Projects, Oh My! Scheduling one-time and recurring tasks.
- Create an Aero Task
- Create Aero from Aero Template
- Create new Aero using Library Template
- Create a Master Aero
- Create a Master Aero from an Aero Template
- Use a Library Template to Create a Master Aero
- How to use a Library Template
- Create Project
- Ways to use projects in Aero
- Manage Master Aeros
- Manage Projects
- Manage Project Types
- Edit Project Type
- How to copy an Aero (clone)
- How to add a Due Date to an Aero
- Create Project Type
- Link a Procedure to an Aero
- Cloning a Master Aero
- Create an Aero appointment
- Edit an Aero task
- Edit a Master Aero
- Edit a project
- Edit Aero Appointment
- Report: Scheduled Aeros by Team Member
- Report: Master Aeros List by Company
- Report: Project Summary List
- Edit a Note