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  1. Aero Workflow Knowledge Base
  2. Organizing Services

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 the schedule for a Master Aero
  • Edit a project
  • Edit Aero Appointment
  • Report: Aeros list by Team Member
  • Report: Master Aeros List by Company
  • Report: Project Summary List
  • Edit a Note

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