{"id":48009,"date":"2025-03-19T00:20:37","date_gmt":"2025-03-18T23:20:37","guid":{"rendered":"https:\/\/ohmycad.com\/1-tips-for-optimizing-your-interface\/"},"modified":"2025-03-19T00:20:37","modified_gmt":"2025-03-18T23:20:37","slug":"1-tips-for-optimizing-your-interface","status":"publish","type":"post","link":"https:\/\/ohmycad.com\/en\/1-tips-for-optimizing-your-interface\/","title":{"rendered":"1. Tips for optimizing your interface"},"content":{"rendered":"<h3>1. Why customize your interface?<\/h3>\n<p>Customize your interface for greater efficiency:<\/p>\n<p>&#8211; By reducing visual distractions and highlighting the most important elements in your workflow<\/p>\n<p>&#8211; Minimize SolidWorks loading time by hiding what you don&#8217;t use&nbsp;<\/p>\n<p>&#8211; And simply to become a good SolidWorks citizen and enjoy working with the software even more!<\/p>\n<h3>2. Interface presentation<\/h3>\n<p>Interface presentation<\/p>\n<p>The SolidWorks interface is fully customizable. It is composed of different parts: &nbsp;<\/p>\n<p>&#8211; Purple: the task manager, visible only when a file is open<\/p>\n<p>&#8211; In red: the creation tree, showing the history of the design or assembly of our file.<\/p>\n<p>&#8211; In green: the shortcut bar (accessible by pressing the S key on the keyboard)<\/p>\n<p>&#8211; In blue: Quick-access tools<\/p>\n<p><img decoding=\"async\" class=\"hs-image-align-none\" height=\"368\" style=\"width: 688px; height: auto;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/image-png-Apr-23-2024-01-47-28-2253-PM.png\" width=\"688\" loading=\"lazy\"><\/p>\n<div class=\"hs-callout-type-note\" data-hs-callout-type=\"note\">\n<p>Note: We recommend pinning the Task Manager and the &#8220;File-Edit-Display&#8221; menu that appears when you move the mouse over &#8220;SolidWorks Connected&#8221;.&nbsp;<\/p>\n<\/div>\n<h3>2. Visual cleaning<\/h3>\n<p>Before customizing your menus, it&#8217;s time to clean up your SolidWorks interface.<\/p>\n<p>1. Right-click on the taskbar &gt; Customize :<\/p>\n<p>2. In the &#8220;Toolbar&#8221; tab, uncheck all menus you don&#8217;t use<\/p>\n<p>3. Keeping the<strong>&#8220;customize<\/strong>&#8221; window open, you can delete any unused icon by dragging it out of its toolbar.<\/p>\n<p>4. You can disable tabs you don&#8217;t use by <strong>right-clicking &gt; tab &gt; deselect<\/strong><\/p>\n<p><strong><img decoding=\"async\" class=\"hs-image-align-none\" height=\"424\" style=\"width: 688px; height: auto;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/Capture%20d%C3%A9cran%202024-04-24%20122744-png-1.png\" width=\"688\" loading=\"lazy\"><\/strong><\/p>\n<h3>3. Customize command bars<\/h3>\n<p>Select the toolbar to be customized :<\/p>\n<p>1. In the customization window, <strong>click on the &#8220;Toolbars&#8221; tab.<\/strong><\/p>\n<p><strong><img decoding=\"async\" class=\"hs-image-align-none\" height=\"652\" style=\"width: 688px; height: auto;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/Capture%20d%C3%A9cran%202024-04-24%20123335-png.png\" width=\"688\" loading=\"lazy\"><\/strong><\/p>\n<p>2. <strong>Select the toolbars that correspond to your daily use<\/strong> (e.g. sheet metal work, assembly, etc.).<\/p>\n<div class=\"hs-callout-type-tip\" data-hs-callout-type=\"tip\">\n<p>We recommend that you keep the<strong>&#8220;View Up&#8221;<\/strong> bar for quick access to your favorite commands.<\/p>\n<\/div>\n<p>&nbsp;3.  <strong> Adding or removing buttons <\/strong>: Once you&#8217;ve selected a command bar, you can add or remove buttons by dragging icons from the &#8220;commands&#8221; tab available in the &#8220;toolbar&#8221; tab to the command bar, or by dragging existing buttons to rearrange them.<\/p>\n<p>&nbsp;4. <strong>Customize button options<\/strong>: Some buttons may have additional customization options. Right-click on a button to see if there are additional options you can adjust. <\/p>\n<p>5. <strong>You can customize the shortcut bar <\/strong>(accessible via the S key on the keyboard) in the &#8220;Shortcut bar&#8221; tab. There are 4 shortcut bars for each file type: part, assembly, drawing and sketch. &nbsp;  You can choose the type of bar to customize and add\/remove commands.&nbsp;<\/p>\n<p><img decoding=\"async\" class=\"hs-image-align-none\" height=\"340\" style=\"height: auto; width: 688px;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/Capture%20d%C3%A9cran%202024-05-14%20160942-png-1.png\" width=\"688\" loading=\"lazy\"><\/p>\n<div class=\"hs-callout-type-tip\" data-hs-callout-type=\"tip\">\n<p>If you wish to have a larger display screen on SOLIDWORKS, click on <strong>the taskbar &gt; Customize<\/strong>,<\/p>\n<p>you can change the size of icons and remove associated text by unchecking<strong>&#8220;Use enlarged buttons with text<\/strong>&#8220;.<\/p>\n<\/div>\n<h3>4. Customize menus<\/h3>\n<p>In the Customization window, click on the &#8220;Menus&#8221; tab. This will display a list of menus available in SolidWorks. <\/p>\n<p><img decoding=\"async\" class=\"hs-image-align-none\" height=\"648\" style=\"height: auto; width: 688px;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/Capture%20d%C3%A9cran%202024-05-14%20155255-png-1.png\" width=\"688\" loading=\"lazy\"><\/p>\n<p>1. <strong>Select the menu to be customized from the list.<\/strong> For example, you can select the &#8220;File&#8221;, &#8220;Edit&#8221;, &#8220;View&#8221; menu, etc.<\/p>\n<p>2. <strong>Edit menu<\/strong>: Once you&#8217;ve selected the menu you want to customize, you can add new commands, delete existing ones or rearrange commands to suit your needs:<\/p>\n<p>&#8211; To add an order, click on &#8220;Add&#8221;.<\/p>\n<p>&#8211; To delete an order, click on &#8220;Remove&#8221;.<\/p>\n<p>&#8211; To reorganize commands, in &#8220;Menu position&#8221;, you can view the order of commands and change their position in the tree.<\/p>\n<p>3. <strong>Save changes<\/strong><\/p>\n<h3>5. Customize design tree display&nbsp;<\/h3>\n<h4>You can change the default parameters displayed in the design tree.<\/h4>\n<p>To do this:<\/p>\n<p>1. Click on : <strong>Tools &gt; FeatureManager &gt; Show\/Hide tree objects<\/strong><\/p>\n<p><img decoding=\"async\" class=\"hs-image-align-none\" height=\"581\" style=\"height: auto; width: 688px;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/Capture%20d%C3%A9cran%202024-05-17%20154419-png-1.png\" width=\"688\" loading=\"lazy\"><\/p>\n<p>2. Modify the desired parameters&nbsp;<\/p>\n<p>3. Click &#8220;OK&#8221;.<\/p>\n<h4>A second very useful tip is the display of parent\/child relationships in the design tree.&nbsp;<\/h4>\n<p>To display them :<\/p>\n<p>1. click on your room title at the top of the tree&nbsp;<\/p>\n<p>2. Select<strong>&#8220;View dynamic references<\/strong>&#8220;.<\/p>\n<p><img decoding=\"async\" class=\"hs-image-align-center\" height=\"94\" style=\"height: auto; width: 400px;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/image-png-May-27-2024-10-11-05-5467-AM.png\" width=\"400\" loading=\"lazy\"><\/p>\n<p>3. Move your mouse over a function to view its relationships<\/p>\n<h4><img decoding=\"async\" class=\"hs-image-align-center\" height=\"320\" style=\"height: auto; width: 688px;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/Capture%20d%C3%A9cran%202024-05-17%20155017-png-1.png\" width=\"688\" loading=\"lazy\"><\/h4>\n<h4>You can also add comments under each tree function&nbsp;<\/h4>\n<p><strong>right-click &gt; Comment &gt; Add a comment<\/strong><\/p>\n<div class=\"hs-callout-type-tip\" data-hs-callout-type=\"tip\">\n<p>Comments are date-stamped, enabling you to point out any doubts about quotations to your colleagues, for example, or to keep a record of modifications.<\/p>\n<\/div>\n<h3>6. Customize mouse movement options<\/h3>\n<p>You can also customize mouse movements:<\/p>\n<p>With a document open, go to<strong> Tools &gt; Customize &gt; Mouse movements &gt; Enable mouse movements<\/strong><\/p>\n<p>&nbsp;<\/p>\n<p><strong><img decoding=\"async\" class=\"hs-image-align-none\" height=\"560\" style=\"height: auto; width: 688px;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/Capture%20d%C3%A9cran%202024-04-24%20173752-png.png\" width=\"688\" loading=\"lazy\"><\/strong><\/p>\n<p>&nbsp;<\/p>\n<div class=\"hs-callout-type-tip\" data-hs-callout-type=\"tip\">\n<p>You can select the number of movements you wish, but we recommend 4 or 8.<\/p>\n<\/div>\n<p>&nbsp;<\/p>\n<p>In the graphics area, right-click and drag in the direction of movement corresponding to the tool or macro.<\/p>\n<p>The mouse movement guide appears, highlighting the tool icon or macro corresponding to the direction of movement.<\/p>\n<p><img decoding=\"async\" class=\"hs-image-align-center\" height=\"238\" style=\"height: auto; width: 318px;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/Capture%20d%C3%A9cran%202024-05-07%20161145-png-1.png\" width=\"318\" loading=\"lazy\"><\/p>\n<p>For example, with a room open, drag with the right mouse button to the bottom right corner, towards the highlighted tool.<\/p>\n<h3>7. Keyboard shortcuts&nbsp;<\/h3>\n<p>Some useful keyboard shortcuts :<\/p>\n<div class=\"hs-table-align-center\" data-hs-responsive-table=\"true\">\n<table style=\"border-collapse: collapse; table-layout: fixed; border: 1px solid #99acc2; width: 73.9841%; height: 375.812px; margin-left: auto; margin-right: auto; border-style: solid; border-width: 0px;\" class=\" hs-table-align-none\">\n<tbody>\n<tr style=\"height: 28.8841px;\">\n<td style=\"width: 50.1897%; height: 28.8841px; padding: 2px; border-style: solid;\">S<\/td>\n<td style=\"width: 49.796%; height: 28.8841px; padding: 2px; border-style: solid;\">Toolbar<\/td>\n<\/tr>\n<tr style=\"height: 74.8406px;\">\n<td style=\"width: 50.1897%; height: 74.8406px; padding: 2px; border-style: solid;\">\n<p>Alt + the first letter of a tab (e.g. Alt+F for file)<\/p>\n<\/td>\n<td style=\"width: 49.796%; height: 74.8406px; padding: 2px; vertical-align: middle; border-style: solid;\">\n<p>Display and select<\/p>\n<\/td>\n<\/tr>\n<tr style=\"height: 38.8696px;\">\n<td style=\"width: 50.1897%; height: 38.8696px; padding: 2px; border-style: solid;\">\n<p>Ctrl+tab<\/p>\n<\/td>\n<td style=\"width: 49.796%; height: 38.8696px; padding: 2px; border-style: solid;\">&nbsp;Navigate between open files<\/td>\n<\/tr>\n<tr style=\"height: 38.8696px;\">\n<td style=\"width: 50.1897%; height: 38.8696px; padding: 2px; border-style: solid;\">\n<p>F or double click wheel<\/p>\n<\/td>\n<td style=\"width: 49.796%; height: 38.8696px; padding: 2px; border-style: solid;\">Close-up zoom<\/td>\n<\/tr>\n<tr style=\"height: 38.8696px;\">\n<td style=\"width: 50.1897%; height: 38.8696px; padding: 2px; border-style: solid;\">\n<p>Z \/ Shift+Z&nbsp;&nbsp;<\/p>\n<\/td>\n<td style=\"width: 49.796%; height: 38.8696px; padding: 2px; border-style: solid;\">Zoom +\/-<\/td>\n<\/tr>\n<tr style=\"height: 38.8696px;\">\n<td style=\"width: 50.1897%; height: 38.8696px; padding: 2px; border-style: solid;\">\n<p>Space<\/p>\n<\/td>\n<td style=\"width: 49.796%; height: 38.8696px; padding: 2px; border-style: solid;\">\n<p>View manager<\/p>\n<\/td>\n<\/tr>\n<tr style=\"height: 38.8696px;\">\n<td style=\"width: 50.1897%; height: 38.8696px; padding: 2px; border-style: solid;\">\n<p>Ctrl+Number from 1 to 8<\/p>\n<\/td>\n<td style=\"width: 49.796%; height: 38.8696px; padding: 2px; border-style: solid;\">Predefined views<\/td>\n<\/tr>\n<tr style=\"height: 38.8696px;\">\n<td style=\"width: 50.1897%; height: 38.8696px; padding: 2px; border-style: solid;\">\n<p>G<\/p>\n<\/td>\n<td style=\"width: 49.796%; height: 38.8696px; padding: 2px; border-style: solid;\">Magnifying glass<\/td>\n<\/tr>\n<tr style=\"height: 38.8696px;\">\n<td style=\"width: 50.1897%; height: 38.8696px; padding: 2px; border-style: solid;\">\n<p>Shift\/Alt\/Ctrl + Keyboard arrows&nbsp;<\/p>\n<\/td>\n<td style=\"width: 49.796%; height: 38.8696px; padding: 2px; border-style: solid;\">&nbsp;Part rotation<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p>&nbsp;<\/p>\n<p>You can view and create your own keyboard shortcuts based on your own workflow:<\/p>\n<p><strong>Right-click on toolbar &gt; Customize &gt; Keyboard shortcuts<\/strong><\/p>\n<p>Examples if you&#8217;re short of inspiration:<\/p>\n<p>Alt+T to display temporary axes<\/p>\n<p>Alt+C for construction line&nbsp;<\/p>\n<p>Alt+L for sketch line<\/p>\n<h3>Conclusion<\/h3>\n<p>Now you have all the tools you need to optimize your user interface and share it with all your colleagues!<\/p>\n<div class=\"hs-callout-type-tip\" data-hs-callout-type=\"tip\">\n<p><strong>Not satisfied with your interface and want to start from scratch?<\/strong>  Don&#8217;t panic, you can reset the menus to their default values:<\/p>\n<p>Right-click on the taskbar &gt; Customize &gt; click on Reset to default values<\/p>\n<p>&nbsp;<\/p>\n<p><strong>On the contrary, you&#8217;re very proud of your new, ultra-functional interface?<\/strong>  Do you want to keep it in a safe place and give it to all your colleagues?&nbsp;<\/p>\n<p>Tools &gt; options &gt; Backup\/Recovery -&gt; Backup and choose a file location&nbsp;<\/p>\n<\/div>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/xdinnovation.eu\/community\/\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" alt=\"resource presentation\" class=\"hs-image-align-left\" height=\"387\" style=\"width: 688px; height: auto;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/undefined-May-27-2024-10-05-53-2823-AM.png\" width=\"688\" loading=\"lazy\"><\/a><\/p>\n<p><strong>Want to find out more?  <\/strong><\/p>\n<p><a href=\"https:\/\/xdinnovation.eu\/community\/\" target=\"_blank\" rel=\"noopener\">Watch our webinar hosted by Maud Pallaro on XDI Community!<\/a><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>Need help? We&#8217;d love to! Send us an e-mail to &nbsp;<strong>support@xdinnovation.eu<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>1. Why customize your interface? Customize your interface for greater  &#8230;<\/p>\n","protected":false},"author":283,"featured_media":0,"comment_status":"","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","footnotes":""},"categories":[476],"tags":[],"class_list":["post-48009","post","type-post","status-publish","format-standard","hentry","category-solidworks-3dexperience-en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.4 (Yoast SEO v27.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>1. 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