Adjusting task code application by client

Last updated: April 30, 2026

Overview

By default, task codes in PointOne are applied firm-wide, meaning they appear across all clients and matters. Administrators can change this so that task codes only apply to specific clients, giving you more control over how codes are used across different matters.

Note: This setting is only available via the PointOne web application at app.pointone.com, not the desktop app. Admin access is required.

Limiting task codes to specific clients

  1. Open the PointOne web app at app.pointone.com

  2. Navigate to Organization > Task Codes

  3. Select the relevant code category

  4. Scroll to the bottom of the list

  5. Untick the Firm-wide to disable firm-wide application

  6. A client selection list will appear below. Add the specific clients to which this code category should apply.

  7. Only clients in this list will have the codes applied going forward

This is useful when certain task codes are only relevant to a subset of clients, such as specific practice areas or billing arrangements.