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How to add a new project

Learn how to create a new project or upgrade for more project space

Tracie Zamiska avatar
Written by Tracie Zamiska
Updated this week

To get the most out of your account, you'll want to take advantage of the number of project spaces that come with your plan.

To add a new project, click the purple +Project button at the top of your lefthand navigation bar:

Purple arrow points toward a purple-outlined button with purple text, labeled "+ Project"

If you've never created a project before, be sure to check out our guide to setting up the perfect project.

If you do not see the option to add a new project, your account owner may have set User Permissions that limit your project access. Get in touch with them if you need to add a new project!

If you've reached your account's project limit and do not wish to delete an active project, you can upgrade your plan for additional project space. This will also help you unlock any "locked" projects.

Purchase additional projects by upgrading your plan

  1. Head to Account > Settings at the bottom of your lefthand navigation bar.

  2. Click the Manage button to the right of the header "Your Subscription".

  3. Click the Change your plan button underneath the header "Your Current Plan".

  4. From here, you can browse through available plan selections and upgrade your plan to encompass the desired number of projects.

Creating project spaces is integral to Instrumentl's successful prospecting & tracking model. To learn more about the functionality of projects, take a look at our high-level project overview.


Contact Us

Have any questions about projects? We have answers! Message our friendly Support Team via your account's chat bubble when logged in, or email us at hello@instrumentl.com.

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