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Workspace

Your workspace is your personal hub inside InstaCharts. Everything you create - sheets, charts, and shares - lives here, and all your account settings and usage details are managed from this area.

Workspace

When you log in, your workspace is the first thing you see. It lists all your sheets and gives you quick access to create new ones.

Selecting a Workspace

In the upper left corner of the workspace you’ll find the workspace selector. Workspaces let you organize your sheets into separate groups - for example, by project, client, or team.

Clicking the workspace selector opens a dropdown where you can:

  • Switch workspaces - select any workspace to load its sheets in the workspace
  • Add a new workspace - create a fresh workspace with its own set of sheets
  • Rename a workspace - update the name of an existing workspace

When you switch workspaces, it will reload to show only the sheets in the selected workspace.

The sheet table shows all your sheets in a workspace. Double-click any sheet to open it.
The sheet table shows all your sheets in a workspace. Double-click any sheet to open it.

From the sheet table you can:

  • Open a sheet - double-click any row to open it
  • Rename a sheet - open the row menu (the three-dot icon) and select Rename
  • Delete a sheet - open the row menu and select Delete

Creating a new sheet

There are two ways to create a new sheet from your workspace:

  1. Click the New -> New Sheet button in the upper left corner and follow the upload prompts
  2. Drag and drop a spreadsheet file directly onto the workspace

For a full walkthrough, see Import Data from File or Import from Google Sheets.

Usage & Plan

InstaCharts operates on a task and share quota system. Your current usage is always visible at a glance on the sidebar.

Your remaining tasks for the current 30-day window are shown on the left sidebar of the workspace.
Your remaining tasks for the current 30-day window are shown on the left sidebar of the workspace.

Tasks

Tasks are consumed whenever InstaCharts runs an automated action on your behalf - such as a data sync or a template-generated chart. The task counter is a rolling 30-day total.

See Tasks for a full breakdown of what counts as a task.

Shares

Each public view of a shared chart counts toward your monthly share quota. Shares are counted per sheet, not per chart.

See Share Charts for more detail on share types and settings.

Account Settings

Account settings are accessible from the user menu in the top-right corner of any page.

From account settings you can:

  • Change your email or password
  • Manage your subscription - upgrade, downgrade, or cancel your plan

Workspace Limits by Plan

The table below summarizes the key limits for each plan tier. Limits reset on a rolling 30-day basis unless noted otherwise.

FeatureFreeSoloPro
Rows of data50025,000100,000
Tasks / month1001,0005,000
Share views / month2001,000100,000
File upload size2 MB10 MB20 MB
Private shares-
Domain whitelisting-

To upgrade your plan, visit account settings or go to instacharts.io.