
How many of you use the SolidWorks Task Pane? No, I mean really use it. For the first couple of years that I used SolidWorks I didn’t even have it turned on. We didn’t use the Design Library at that time and I never really explored the other features that it had to offer. Since then I have used it almost exclusively in my daily design processes. It is such a hidden tool that I don’t think gets utilized as much as it should. We have 1 guy in our engineering department that NEVER uses it, he doesn’t need to use the Design Library that we have set up and thus he hasn’t looked into many of the other functionality. In this article I want to break down what all of the tabs have to offer and what you can do with each of them. You may have more or less tabs on your Task Pane depending on your SolidWorks product but this will cover the basic Task Pane. The picture above shows the location of the unmovable Task Pane in its standard collapsed state.
Tab #1 – SolidWorks Resources

This tab has all kinds of valuable resources to offer. The first group titled “Getting Started” offers 5 main options. The top 2 are standard SolidWorks buttons; New Document and Open a Document. Both of these can also be found in your ‘File’ pull down menu but if you always start with the Task Pane open like above it is right there for you. Quick, easy access to the 2 commands that you execute 97% of the time you open SolidWorks. The next option is Tutorials which is a link to the 39 tutorials that SolidWorks packaged in your install. These are a great resource for some of those design processes that you don’t do everyday but you run into from time to time. The next option is What’s New. This is a link to the PDF file that is available as each new major release. The first time that you fire up the updated major release (i.e. SolidWorks 2009) you should immediately take some time and browse around the PDF document. It shows you and offers some hands on training off the new features that are included in that release. The last button in the group is General Information which is a link to this web page which is the Technical Support page of SolidWorks.
The next group is titled “Community” and it offers you 4 quick access links to SolidWorks websites. Here are the links:
- Customer Portal – This is the main web page for any SolidWorks user. This is almost anything and everything that you will need in regards to SolidWorks.
- Discussion Forum – This is a great place to help other users out or post a problem that you may be running into and wait for the quick responses that will be coming in to help you out.
- User Groups – These meetings are great for SolidWorks users to network with each other face to face and hear GREAT presentations from some of the leading SolidWorks presenters.
- Latest News – This is a link to ALL of the SolidWorks Corporation RSS Feeds. Check some of them out to stay up to date with what is going on at SolidWorks.
The 3rd grouping in this pane is called “Online Resources”. This offers some great, quick resources for you to use during the middle of your designs. The first option is a search box to find custom manufacturers. What it does is search the SupplierSource website for whatever entry you put in the search box. This is great to use for the times when you have a part that you know your company can’t manufacture and need to outsource it. The next option is a link to the SolidWorks Partner Solutions website so that you can browse for that perfect add on to your SolidWorks package. The last option in the group is a link to the SolidWorks Labs webpage so that you can keep tabs on what SolidWorks is working on for future add ons and programs.
And finally on the bottom of the SolidWorks Resources tab you will see the Tip of the Day box that is chocked full of tips that you can cycle through. All in all this tab has more useful links than you can shake a stick at. Check it out sometime and you will be amazed at how useful it can become in your daily design processes.
Tab #2 – Design Library

The 2nd tab from the top is the “Design Library”. It offers you some important and key trees that you can expand. The 1st tree is the SW Library Features which is the Design Library that you have created for your company or the default one that is given to you with the software. The next tree that is in the list is the Toolbox (which you can see I don’t have activated in my screen shot above). The Toolbox is often used for your standard nuts and bolts and fasteners in general which we don’t include in our assemblies very often. The next tab in the list is the 3D ContentCentral tab which gives you quick and easy access to the supplier and user submitted models. To browse around 3D ContentCentral without having SolidWorks activated you can follow this link. The 4th and final tree in this list is the SolidWorks Content tab expandable list which provides links to folders that include Blocks, CircuitWorks, Routing and Weldments. I can honestly say that I have never used this list because it doesn’t pertain to our industry but I can definitely see where it would be extremely useful to have this at your fingertips when designing products that use some of these features.
Another key feature of this tab is the toolbar on top of these expandable trees. The first button lets you quickly add an open part to the Design Library. The second button lets you add an entire folder to this tab which is a very nice option (see below). The 3rd button lets you create the SW Library Features tree and the 4th button lets you refresh all of these folders.
DESIGN LIBRARY TIP – A trick that I learned at a presentation given by Matthew Cummins was to add the project folder that you are working in to the Design Library tab. This allows you to quickly drag and drop components from that project into your project assembly as you are working on it.
Tab #3 – File Explorer / SolidWorks PDM

This tab is your main tab for file management. Whether you are using either of the SolidWorks PDM programs or not this is your tab to manage your SolidWorks files. There are 3 expandable trees in which ever file management system you are using. The first is Recent Documents which lists the last 9 (at least in my version) documents that you had open. This is nice because I have it quite often that I am switching back and forth between models all day long and I always seem to just close the one that I need to reference next. This is a very handy feature. The next tree is Open in SolidWorks which lists all the the SolidWorks files that you have open. If you don’t like the way that Ctrl+Tab works or you don’t like to always have to go into your pull downs you can access all of your open SolidWorks files right here. The next tree is the Desktop. This acts as a quick way to get to your desktop and whatever files you may have laying around on your machine or in a network location. By using this tree to open files instead of the Open command you can drag components into your assembly straight from this tab. If you are running one of the SolidWorks PDM packages (Workgroup or Enterprise) you will also have access to the Vault from this tab.

FILE EXPLORER TIP – We currently do not use any sort of a PDM software so I like to make sure that I have a shortcut on my desktop to the folder where ALL of our CAD files are located. This way when I expand my Desktop tree I have quick access to all of my CAD files without having to cycle through all of the network locations.
Tab #4 – Search

This tab serves 1 purpose. When you search for a file in the search bar at the top of your SolidWorks window your results are shown in this tab. Quite simple and straight forward!
Tab #5 – View Palette

This tab is only available when you are creating or have created a SolidWorks Drawing file. From this tab you are able to quickly drag views into your drawing from this View Palette. You also have the options at the top of this tab to Import Annotations and Auto-start projected view. We don’t have Drawing templated set up with predefined views because they vary so much from drawing to drawing at our company so I use this tab exclusively when I create drawings. This was one of my favorite new features that came out in SolidWorks 2008.
Tab #6 – Appearances / Scenes

This tab is a new addition in SolidWorks 2009 that enables you to easily add appearances and scenes to your models. Everything in regards to these items has been consolidated into one location which is this tab. Very handy when working with PhotoWorks renderings.
Tab #7 – Custom Properties

This tab is also a new feature in SolidWorks 2009 which is a spot where you can build a custom custom properties form so that you can easily add custom properties to your SolidWorks Parts and Assemblies. As you can see I have not had the time to set this up “officially” yet but I have had the chance to experiment with it and it is AWESOME! I am really looking forward to implementing this at the company that I work at. Of any of the new features in SolidWorks 2009, besides the performance gains, I have heard the most praise for this new tool. Make sure you at least try it out and see what it can offer for your company.
CONCLUSION
The SolidWorks Task Pane is a great tool if it is utilized correctly. If you don’t already use it give it a shot. Try to use it for a couple of weeks and see what you think. You will never know just how much it can benefit you until you use it.
Feel free to drop me a comment if you would like to add anything to this post or if you have a question about the SolidWorks Task Pane.