--- title:  Basic Template Information description: This section allows admin users to configure the following workflow settings: --- [Skip to content](https://support.trustible.ai/-basic-template-information#main-content) ![White](https://support.trustible.ai/hs-fs/hubfs/White.png?width=350&height=69&name=White.png) Open main navigation Close main navigation - [Contact Us](mailto:support@trustible.ai) [Contact Us](mailto:support@trustible.ai) How can we help you? - There are no suggestions because the search field is empty. 1. [Trustible Support Hub](https://support.trustible.ai/?hsLang=en) 2. [Workflows](https://support.trustible.ai/workflows?hsLang=en) 3. [Workflow Basics](https://support.trustible.ai/workflows?hsLang=en#workflow-basics) # Basic Template Information ## This section allows admin users to configure the following workflow settings: 1. **Template Name:** Define a clear and descriptive name for the workflow template. 2. **Description:** Optionally add a description to help users understand when this workflow should be selected. 3. **Inventory Item Type:** This field designates whether the workflow will be available on Use Cases or Vendors. Once this has been determined, the type cannot be changed as this will impact of field values. To learn more about Vendors, jump to *“Vendor Task Types”* 4. **Workflow Completion Email:** Customize the email message sent upon workflow completion to share next steps or request additional information from submitters. 5. **Autocomplete Documentation Tasks:** Enable this setting to reduce manual entry by automatically populating shared documentation fields across workflows. If a documentation field appears in multiple workflows, the information will carry over. 6. **Tasks:** Use tags to structure and organize custom workflow - this serves as a helpful reminder on the types of workflows users are creating. ![wf2](https://support.trustible.ai/hs-fs/hubfs/knowledgebase%20pics/wf2.webp?width=670&height=412&name=wf2.webp)   - [Getting Started](https://support.trustible.ai/getting-started?hsLang=en#main-content) - [Where to Begin](https://support.trustible.ai/getting-started?hsLang=en#where-to-begin) - [Navigation](https://support.trustible.ai/getting-started?hsLang=en#navigation) - [Regulations & Standards](https://support.trustible.ai/getting-started?hsLang=en#regulations-standards) - [Password Reset](https://support.trustible.ai/getting-started?hsLang=en#password-reset) - [User Permissions](https://support.trustible.ai/user-permissions?hsLang=en) - [Admin Management](https://support.trustible.ai/admin-management?hsLang=en#main-content) - [Account](https://support.trustible.ai/admin-management?hsLang=en#account) - 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