Create a Recurring Aero from a Library Template

Start with the Library Template

1. Navigate to Templates > Template Checklists.
2. Find the template that you want to use and click the Create Recurring button below the summary. 
   

Enter some information about the Recurring Aero

Information may be pre-filled, depending on what was set up in the template, but you can edit any of it.
 

1. Choose a Category. It defaults to Task, but you can create a recurring appointment too.
2. Choose or enter the Estimated Duration. Choose a time by clicking on the clock icon, or enter one by typing. Make sure you enter time in the hh:mm format.  
3. (optional) Enter a number in the Days to Due Date. If there is a window of time to perform this task, the Due Date will be automatically calculated based on the number of days entered here and the Start Date that is scheduled below.
4. Choose an Aero Type from the drop-down or start typing to filter for the one you want.
5. The Assigned To drop-down is the person who will be performing the work. If multiple people will be working on the Aero, choose the person who will be working on it first. 
6. Choose a customer or other type of company from the Company drop-down. 
7. If desired, choose a Contact from the drop-down.
8. Leave the Priority at Normal or change it to Elevated or Critical.
9. If you are using Hats, you can choose a Hat from the drop-down. 
10. If desired, you can add the Recurring Aero to an Aero Group by choosing one from the drop-down menu. 
11. Check the Billable box if you will be billed by the hour for this Recurring Aero.
12. Check the Fixed Fee box if this Recurring Aero is part of a fixed fee engagement. 
13. The Subject is a short description of what the task or appointment is. This will be displayed on the Aero grids and reports. 
14. You can add more information or comments in the Comments box. They will appear in the Comments box when people are working on the task. 
15. You cannot edit steps when you are creating a Recurring Aero using a Library template, so you can proceed straight to scheduling it. 

Schedule the Recurring Aero

1. Click the blue Occurrence Options button to edit how often the Aero should repeat.
2. Choose your Renewal Pattern. How often do you want the Recurring Aero to repeat (Weekly, Every Weekday, Every Monday Wednesday Friday, Every Tuesday Thursday, Daily, Monthly, Yearly)?
   • If you choose Weekly, you can choose which day or days of the week you want the Aero to repeat on.
      
   • If you choose Monthly, you will be asked to check if you want the Aero to repeat on a certain day of the month (ie, the 19th of every month). If you leave it unchecked, the Recurring Aero will repeat on the same day of the week each month (ie, the second Tuesday of each month.
      
3. Do you want the Recurring Aero to Repeat Every one month, every two months? If you want a Recurring Aero to repeat every other week, you would choose Weekly in step one and 2 in this step. Quarterly tasks would be Monthly tasks that repeat every 3 months.
4. The 1st Occurrence is the first time the task or appointment will appear on someone's list. If you chose a monthly Renewal Pattern, the recurrence pattern will key off of this date. For example, if you pick Monday, Jan. 2 as your start date, and have the 'day of the month' box checked, the occurrences will be scheduled for the 2nd of every month. If you leave the box unchecked, the occurrences will be scheduled for the first Monday of every month.
5. You can see which Recurring Aeros are 'running out' of occurrences by running the Recurring Aeros list report from the Manage > Reports screen. Enter a date into the Repeat Until field OR enter a number in the Ends After field. You must enter something in one of these fields.
6. Important: when you're done choosing your occurrence options, click the Insert Occurrences button. 
7. When the occurrences have been created, the Aeros tab will refresh and display all of the future occurrences. 
8. The final step is to click the Save & Close button.