Inventor Tips and Tricks

Autodesk Inventor Tutorial for Beginners (Lesson 1: Getting Started)

If you’re new to Autodesk Inventor, start by modeling one simple part: a 2D sketch, dimensions, an extrude, a fillet and a couple of holes. That covers the workflow you’ll use for almost every part. This lesson walks through it step by step.

This is the first lesson in my Autodesk Inventor series. We’ll model one small part from scratch: a small 1/4″ thick part with rounded ends, a plain hole and a counterbored hole. Along the way you’ll use the tools you’ll need in every Inventor model after this:

  • Starting a part and a 2D sketch
  • Dimensioning a sketch
  • Trim and Extend
  • Extruding a sketch into a solid
  • Fillets
  • A hole made with a sketch and Extrude
  • A counterbored hole made with the Hole tool
Lesson 1: getting started in Autodesk Inventor

Tip before you start: if the mouse wheel zooms the “wrong” way for you, here’s how to reverse it.

How do I start a new part?

  1. On the Get Started tab, click New.
New button on the Get Started tab in Autodesk Inventor
  1. Choose Standard.ipt and click Create.
Standard.ipt template in the New File dialog

How do I start a sketch?

  1. On the 3D Model tab, click Start 2D Sketch.
Start 2D Sketch on the 3D Model tab
  1. The origin planes appear. Click the XY plane (it highlights green).
XY plane highlighted for the new sketch

Draw the outline

  1. On the Sketch tab, click Line.
Line tool on the Sketch tab
  1. Click once in the lower left part of the screen.
First click in the lower left of the sketch
  1. Click again somewhere to the right. That’s your first line.
Second click to the right to finish the first line
  1. Keep going and draw the bottom part of the shape.
Bottom portion of the part sketched

When you draw the last line of the box, watch for the green dot. It means Inventor snapped to the end of the other line.

You’ll also see small perpendicular and parallel symbols pop up while you draw. They tell you the line you’re drawing is perpendicular or parallel to another line, and Inventor adds that as a constraint.

Perpendicular and parallel constraint symbols while sketching
  1. To get out of the Line command, right-click and choose OK, or press Esc.
Right-click menu to finish the Line command

How do I dimension a sketch?

  1. Start Dimension: Sketch tab > Constrain panel > Dimension.
Dimension tool on the Constrain panel
  1. Click the bottom line. The dimension sticks to your cursor. Move down and click to place it.
Dimension being placed on the bottom line
  1. Type 2 and press Enter. The line becomes 2″ long.
Value of 2 inches entered for the dimension
  1. Do the same on the side line with 0.25.
Side line dimensioned at 0.25 inch
  1. Finish the rest of the shape with the Line tool.
Rest of the sketch drawn with the Line tool

Trim

  1. Start Trim: Sketch tab > Modify panel > Trim.
Trim command on the ribbon
  1. Hover over the piece of line you want to remove. It turns dashed. Click it.
Line segment shown dashed before trimming

The segment is trimmed:

Line segment trimmed

Extend

  1. Delete the extra line you don’t need anymore.
Deleting the extra line
  1. Start Extend: Sketch tab > Modify panel > Extend.
Extend command on the ribbon
  1. Hover over the line you want to extend. It highlights and shows a preview. Click it.
Line highlighted before extending

The line extends to the next line:

Line extended

Finish the sketch

Add the rest of the dimensions.

Sketch fully dimensioned

For the 0.25″ thickness, you can dimension between the two line ends, where you see the green dots:

Dimension placed between two line endpoints

When you’re done, right-click in the workspace and choose Finish 2D Sketch.

Finish 2D Sketch in the right-click menu

Your sketch should look something like this:

Completed 2D sketch of the part

How do I extrude a sketch?

Now we turn the 2D sketch into a 3D part.

  1. Start Extrude: 3D Model tab > Create panel > Extrude.
Extrude command on the ribbon
  1. Enter 1 in the Distance A box and click OK.
Extrude dialog box with 1 inch distance

Round the ends with fillets

  1. Start Fillet: 3D Model tab > Modify panel > Fillet.
Fillet command on the ribbon
  1. Hover over an edge of the part. When it turns green, click it.
Edge selected for a half-inch fillet

You’ll see a preview:

Fillet preview on the first edge
  1. Click the other edges you want rounded.
Fillet applied to all the edges
  1. Click OK in the dialog.

Make a hole with a sketch and Extrude

This is the long way to make a hole, but it teaches you how to sketch on a face of a part, which you’ll do all the time.

  1. Hover over the face where the hole goes. Its edges turn green.
Face edges highlighted green
  1. Right-click the face and choose New Sketch.
New Sketch in the right-click menu

Inventor turns the view so you’re looking straight at that face:

Sketching on the face of the part
  1. Start Circle: Sketch tab > Create panel > Circle.
Circle command on the ribbon
  1. Hover over the rounded end until its center point shows up. Click the center and type 0.5 for the diameter.
Clicking the center point of the rounded end

The circle is drawn:

Circle drawn at the center of the rounded end
  1. Press Esc, right-click and choose Finish 2D Sketch.
Finish 2D Sketch after drawing the circle

You’re back in 3D:

Part back in 3D with the circle sketch
  1. Start Extrude again (3D Model tab > Create panel > Extrude). The dialog opens:
Extrude dialog for the hole
  1. Flip the direction so it goes down into the part, make sure it’s set to cut, and set Distance A to 0.25 (the thickness of the part). Click OK.
Extrude options set to cut 0.25 inch down

The hole is done:

Completed hole

How do I make a counterbore with the Hole tool?

The Hole tool is the faster way, and it handles counterbores, countersinks and threads.

  1. Right-click the face at the other end and choose New Sketch.
Right-click on the face for a new sketch

Inventor goes back to sketch mode:

Sketch mode on the face
  1. Start Point: Sketch tab > Create panel > Point.
Point tool on the ribbon
  1. Hover over the rounded end until the center point shows:
Center point highlighted
  1. Click the center point.
Point placed on the center
  1. Press Esc, right-click and choose Finish Sketch.
Finish Sketch after placing the point

The point shows on the part in 3D:

Sketch point visible on the 3D part
  1. Start the Hole tool.
Hole tool on the ribbon
  1. Click the point. A hole preview appears. Choose Counterbore and enter 0.50 for the counterbore diameter.
Counterbore hole preview on the center point
  1. In the Behavior section, enter the values shown below and click OK.
Behavior settings for the counterbore hole

The finished counterbore:

Completed counterbore hole

Check the part with Orbit

To make sure both holes go all the way through, turn the part around.

  1. Click Free Orbit: View tab > Navigate panel > Orbit.
Free Orbit tool on the View tab
  1. Hold the left mouse button and drag. Drag up and the part rolls up. Press Esc to stop orbiting.
Orbiting the finished part

Save the part

Save it so you can use it later: File > Save As.

Save As in the File menu

What beginner mistakes should I avoid?

  • Not fully constraining sketches. Add dimensions until the sketch is fully constrained. Inventor tells you on the status bar how many dimensions are still needed.
  • Drawing to exact size. Draw roughly, then fix sizes with dimensions.
  • Using Extrude for every hole. It works, but the Hole tool is faster and makes standard holes.
  • Forgetting to save. Save the part early in its own project folder.

That’s lesson 1. Next up: Lesson 2: More basic stuff.

All the Inventor lessons

  1. Getting started
  2. More basic stuff
  3. Creating a detail drawing
  4. Advanced detail drawing procedures
  5. Editing existing solid models
  6. Making parts for the assembly
  7. Assembly view procedures
  8. The presentation panel
  9. Advanced tools
  10. Introduction to creating threads
  11. Advanced work plane procedures