Upcoming Microsoft Visio Courses

Dynamically pulled Class List

Visio: Level 1

Visio: Level 1

Course Content:

Lesson 1: Getting Started with Visio

Learn your way around the Visio window, the basics of creating and saving Visio files, and how to place shapes on a diagram.

  • Become familiar with the various aspects and functions of the Visio screen, including the Quick Access Toolbar, File Tab, Shapes Pane, and more.
  • Learn about the Visio’s Ribbon’s commands and the contextual tabs.
  • Learn how to use and customize the Quick Access Toolbar.
  • Explore the Start Screen’s many options.
  • Explore the File tab and the Backstage view.
  • Control how you see your document by using the commands on the View tab.
  • Learn how to navigate your document using both the keyboard and the mouse.
  • Choose from either of Visio’s two basic saves, depending on whether you want to update an existing file or create a new one.
Lesson 2: Creating a Drawing in Visio

Learn the various ways to create and open Visio drawings and understand which drawing elements you have at your disposal.

  • Explore the five ways of creating a drawing.
  • Create a basic diagram that uses common shapes and lines.
  • Learn how to choose one of the five methods for creating a drawing.
  • Learn which drawing elements you can use in the creation of your drawing.
Lesson 3: Working with Shapes in Visio

Now that you are familiar with Visio basics, learn the specifics of creating an effective flowchart. Explore various shapes that serve specific purposes and contain special formatting, learn how to connect them so that certain processes are demonstrated, effortlessly apply design formatting that gives your diagram a professional appearance, and more.

  • Create a basic flowchart for documenting workflow and procedures, analyzing processes, directing decision-making, and more.
  • Create a cross-functional flowchart for showing the relationships between a business process and the functional units responsible for that process.
  • Learn to select and use shapes in the Shapes pane and to add new shapes and stencils to the pane.
  • Explore the three properties of Master Shapes.
  • Learn to manage your drawing’s shapes by selecting, duplicating, and grouping them. Also learn how to change a shape’s order so that it appears in front of or behind other shapes.
  • Format shapes and text using a variety of fill and line options and effects, all located in the Format Shape pane. Move, resize, rotate, and add text to shapes as well.
  • Use the cut, copy, and paste functions to rearrange shapes. Learn to use the Clipboard.
  • Enter more text about a shape by inserting and linking a callout.
  • Align and position shapes on the drawing page by using the commands in the Arrange group. Use the Dynamic Grid to visually inspect the alignment of shapes.
  • Demonstrate a process flow by employing a variety of methods for connecting shapes. Glue connectors and use AutoConnect to connect your shapes.
Lesson 4: Applying Formatting in Visio

Personalize your drawing by applying features to shapes and the drawing page, making your document both professional and creative.

  • Customize your diagram by using styles and designs other than Visio’s defaults. Edit connectors and apply themes and variants.
  • Use containers to surround a group of shapes so that you can have a better-organized diagram. Learn to apply, edit, lock, and remove containers.
  • Apply page designs to give your drawing a professional appearance.
Lesson 5: Working with Specialized Diagrams in Visio

Explore Visio’s many options that describe business processes, represent relationships between people and functions within an organization, lay out a physical space, and more. Store relevant information inside shapes, and link them to other locations within the diagram, to other files, or to a Web address.

  • Create an organization chart to represent relationships between people, operations, functions, and activities within an organization. Add multiple shapes to your chart.
  • After creating an organization chart, use the Org Chart tab to format the layout of the diagram. Arrange shapes, add pictures, insert external data, etc.
  • Instead of creating an organization chart from scratch, learn to use the Organization Chart Wizard, allowing you to use Excel to enter data.
  • Explore diagram options for planning or documenting a map or a physical space, such as an office arrangement, ceiling fixtures, security access, and more.
  • Depict connections in a computer network by creating a network diagram.
  • View, define, and store a shape’s data properties, such as the serial number of a computer in a network diagram.
  • View a shape’s layer, or create a new layer and group shapes to belong to that layer.
  • Create hyperlinks to another location within the diagram, another file, or an Internet site.

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