Numina can assist you within the 'Action Plan' screen in Clarity by creating industry specific actions based on the industry of which your client is in. This is a specific template that can be chosen for the meeting.

The industry sector can be found and changed in your clients Settings > Advanced > Scroll down and you can see or change which industry your client is currently mapped to.

Once you have chosen to create an Action Plan, you will be asked which template you would like to use. Select the 'Numina Sector Specific Template' as seen below to get industry specific actions.

Once you have selected the 'Numina Sector Specific Template' you will be taken to create the action plan as normal however, the task cards are industry specific.

Once you have created this, the template will automatically be added so that you can use it again for other clients in the same industry.

Within your firms settings, you can then edit the action plan template if there are certain tasks you think may/may not be relevant

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