How to Set Up Standard Tasks for Operations | Microsoft Docs

The use of standard tasks simplifies the creation and maintenance of routings. They allow you to quickly attach extra information to recurring operations.

To set up a standard task

Choose the icon, enter Standard Tasks, and then choose the related link.
Choose the New action.
Fill in the fields as necessary. Hover over a field to read a short description.
Choose the Tools, Personnel, Description, or Tools action.
on the page that opens, describe the standard task in question.

To add a standard task to an operation

Choose the icon, enter Routings, and then choose the related link.
Open the relevant routing.
Select a relevant routing line, choose the Operations action, and then choose the Tools, Personnel, Description, or Tools action.

How to Set Up Standard Tasks for Operations | Microsoft Docs

To set up a standard task

To add a standard task to an operation

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