Template Settings is available by selecting the icon for Workflow Model Settings in the advanced process builder for the workflow template being edited. The wheel/cog icon is located in the top right of the process builder view and will allow setting:

  • Template description- use to describe how this template works or what it does. Can be viewed by hovering over the template name prior to running the workflow
  • Workflow Title- use by adding property names from your starting web form to enable search terms on the dashboard to locate instances
  • Expiration Timer- use to set a date when the workflow will be cancelled automatically. Best used for abandoned workflows to keep the in progress tab clean and simple

For more on search and workflow instances see: https://www.ontask.io/help-center/search-and-workflow-titles/