17 Solidworks tips and tricks from the pros

Do you want to supercharge your Solidworks efficiency? Power up as a power user? Achieve total CAD control?

Here’s your second chance to learn from the best, if you missed out on the recent 3DExperience World user conference in Dallas, Texas, where a trio of Solidworks experts convened to present their jazziest tips and tricks.

With 82 years of Solidworks experience between them, the trio consisted of Betty Baker, domestic casegoods product engineer at Ashley Furniture and Solidworks user since 1998; John Matrishon, drafting supervisor at Smith & Wesson and Solidworks user since 1996; and Joe N. Lance, principal mechanical technologist at Halliburton and Solidworks user since 1996.

Left to right, the presenters of “Jazzy Tips & Tricks” for Solidworks at 3DExperience World 2024 in Dallas, Texas: Betty Baker, domestic casegoods product engineer at Ashley Furniture; John Matrishon, drafting supervisor at Smith & Wesson; and Joe N. Lance, principal mechanical technologist at Halliburton. (Image adapted from “Jazzy Tips & Tricks” by Betty Baker, John Matrishon and Joe N. Lance.)

Whether you’re a Solidworks beginner or a seasoned pro, these simple tricks from Baker, Matrishon and Lance will help you level up your Solidworks game.

1. Hold Shift when dimensioning arcs

When selecting arcs with the dimension tool, Solidworks defaults to the inner dimension. But if you hold Shift while using the tool, you can easily switch to the outer dimension.

(Image adapted from “Jazzy Tips & Tricks” by Betty Baker, John Matrishon and Joe N. Lance.)

2. Use viewports to see your model from every angle

With Solidworks’ viewport feature, you can see up to four views of your model at once. Extra viewports are especially handy for 3D sketching, Matrishon explained. By setting each viewport orthogonal to the others (top, right and front views, for instance), you can easily switch focus to the most convenient head-on view as you continue your 3D sketch from one viewport to the next.

(Image adapted from “Jazzy Tips & Tricks” by Betty Baker, John Matrishon and Joe N. Lance.)

Another option to view the same part, assembly or drawing is to open it in a new Solidworks window (the command under Viewport in the image above).

3. Press Enter to repeat your last command

The Enter key is a simple but versatile Solidworks shortcut. If you’ve just executed a command—say a circle sketch—and you want to execute it again, just hit Enter to reactivate it.

4. Hide and show the Task Pane with Ctrl + F1

Many Solidworks users like to keep the Task Pane open to view Solidworks resources, custom properties, design libraries and more. If you find it takes up too much prime screen real estate, there’s an easy way to toggle it on and off: Ctrl +F1.

(Image adapted from Betty Baker.)

5. Two ways to zoom-to-fit

If you find yourself zoomed in on an extreme closeup of your part, or perhaps looking at it from miles away, there are two easy ways to bring the part to a comfortable view. You can zoom-to-fit by pressing the F key or by double clicking the middle mouse button.

(Image adapted from Betty Baker.)

6. Press S to search Solidworks commands

If you’re just starting out with Solidworks, or if you want to access a rarely used tool, you may have trouble finding the right command in the graphical interface. Don’t worry, you won’t have to waste any more time looking for it: simply press S to bring up the Solidworks command search and type the name of the command you’re looking for. You can activate it directly from there, or click the eye icon to be shown where in the interface that command resides.

(Image adapted from “Jazzy Tips & Tricks” by Betty Baker, John Matrishon and Joe N. Lance.)

7. Show only the hierarchy of your assembly

You can keep your assembly tree more organized by hiding the planes, origins and mates and focusing only on the assembly structure. Simply right click on the assembly’s top level and select “Show Hierarchy Only” in the context menu.

(Image adapted from “Jazzy Tips & Tricks” by Betty Baker, John Matrishon and Joe N. Lance.)

8. Bidirectional sweeps

Are you using the sweep tool to its full extent? Next time you need to make a sweep in both directions, instead of mirroring one sweep or making two sweeps, you can use Solidworks’ bidirectional sweep feature. Simple select the bidirectional option in the sweep tool to cut your work in half.

(Image adapted from “Jazzy Tips & Tricks” by Betty Baker, John Matrishon and Joe N. Lance.)

9. The easiest way to sketch triangles and squares

Three lines make a triangle, but so does one polygon tool. Triple your triangle efficiency by setting the polygon tool’s side parameter to three to instantly create an equilateral triangle. Set it to four and you’ve got a perfect square.

(Image adapted from Betty Baker.)

10. Status bar measurement

The measure tool is one way to find a dimension in Solidworks, but a glance to the status bar in the bottom right will also do the trick. If you click on an edge of your model, the status bar will automatically give you its length.

(Image adapted from “Jazzy Tips & Tricks” by Betty Baker, John Matrishon and Joe N. Lance.)

11. Measurement history

Speaking of the measure tool, did you know that you can access your measurement history? There’s no need to re-measure a dimension if it happens to slip your mind—just click the measuring tape icon in the measure tool to bring up your recent measurements.

(Image adapted from “Jazzy Tips & Tricks” by Betty Baker, John Matrishon and Joe N. Lance.)

12. Rotate a component for an assembly

Solidworks gives you the option of rotating a component before you insert it into an assembly. Simply check the option to “Show Rotate context toolbar” as you insert the component.

(Image adapted from “Jazzy Tips & Tricks” by Betty Baker, John Matrishon and Joe N. Lance.)

13. Add a comment in Solidworks

Did you know you can add a comment to a part in Solidworks? This excellent feature for design collaboration can be accessed by right clicking on the part in the feature tree and navigating to Comment -> Add Comment. You can set comments to show up whenever the file is opened, and they can also be accessed in the comments folder in the feature tree.

(Image adapted from “Jazzy Tips & Tricks” by Betty Baker, John Matrishon and Joe N. Lance.)

14. Isolate a part or subassembly

Ever find yourself working in an assembly and needing to make a change to a part or subassembly? There’s an easier way to do it than opening the part in a new window. The Isolate command, found in the part’s right click menu, will hide everything but what you want to work on.

(Image adapted from “Jazzy Tips & Tricks” by Betty Baker, John Matrishon and Joe N. Lance.)

15. Press P to revert to a previous view

Do you regret your most recent rotation, or want an easy way to alternate between views of your model? Press P in Solidworks to switch back to your previous view.

(Image adapted from “Jazzy Tips & Tricks” by Betty Baker, John Matrishon and Joe N. Lance.)

16. Name and rename your features

There are many ways to name and rename Solidworks features. You can name them on creation (see the setting in System Options in the image below), you can click-pause-click on the component, you can right click on the component to adjust its properties, or you can select the component and press F2 to rename it.

(Image adapted from “Jazzy Tips & Tricks” by Betty Baker, John Matrishon and Joe N. Lance.)

17. Keep track of your unsaved work*

There’s nothing worse than losing an unsaved file to the whims of a computer crash. And while you probably know the shortcut to save your work (Ctrl + S), you may not know that Solidworks keeps track of whether or not your work is saved. If there’s an asterisk next to your file name, that file has unsaved changes. Save your work to make the asterisk (and your crash anxiety) go away.

(Image adapted from “Jazzy Tips & Tricks” by Betty Baker, John Matrishon and Joe N. Lance.)


Got any of your own tips and tricks to share with fellow Solidworks users? Leave them in the comments below.