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Visio Basics

1 day
Incompany or virtual
Participants: 1-10 people
Microsoft
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Description
Audience
Methods
Contents
Certification
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Description

The course starts with an overview of Visio's objectives, terminology, general functionalities and capabilities. Then we start working with shapes, which are then connected to each other in various ways. Next, we will manipulate the shapes and connectors: resizing, rotating, changing the stacking order,... In a next step, we will add text to our figure in various ways. In the next step, we learn how to work with documents that consist of multiple pages and learn how to use “layers” in Visio. The course ends with a detailed overview - according to the students' wishes - of one to two existing templates (project management, database, flow chart, network, website,...).

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Audience

Classroom (online) training interspersed with exercises.

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Methods

Classroom training interspersed with exercises. Each student has their own workstation for this purpose.

Contents

  • Introduction
  • Location of Visio as an addition to MS Office products
  • Visio's goal: graphically presenting data
  • Visio versions
  • Terminology: Drawings, Templates, Stencils, and Shapes
  • Tab customization via Tools/Options
  • Color adjustment
  • Save options
  • File paths
  • View options
  • Working with shapes
  • Bring shapes to the tab via drag and drop
  • Moving shapes on the tab
  • Zoom in and out (via zoom window, View menu, scroll mouse, shortcut)
  • Use and position of the pan and zoom window
  • Open additional stencils to have more shapes available
  • Search for shapes via find
  • Selecting multiple shapes on the tab
  • Connect Shapes
  • Using the connector tool
  • Connect entire shapes
  • Connections via the shapes' connection points
  • Using the connector shapes
  • Impact of moving shapes on connectors
  • Manipulation of shapes and connectors
  • Formatting the shapes and connectors
  • Adjust line size and thicknesses
  • Color padding
  • Adjusting the direction of the connectors
  • Shape rotation
  • Changing the stacking order
  • Grouping shapes
  • Using the shapes in the document stencil
  • Using the format painter to transfer the layout of one shape to other shapes
  • Adjust the arrangement of the shapes in the chart
  • View of intersecting connectors
  • Adding and moving connection points to shapes
  • Working with multiple pages in one drawing
  • Adding, deleting, and reordering pages
  • Using background pages
  • Using borders and titles in a document
  • Change page properties
  • Add text to the chart
  • Text in a shape
  • Connector text
  • Text formatting
  • Using the text tool
  • Working with the text block tool
  • Using the spell checker
  • Using caption shapes
  • Defining hyperlinks
  • Working with layers
  • Using the default layer and creating additional layers
  • Assigning shapes to layers
  • Hiding layers when viewing a chart
  • Save charts
  • Choose the file type
  • Read-only file storage
  • Save templates
  • Using one or two of the existing templates
  • Project planning
  • Network Management
  • Website planning and management
  • Database management

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Certification

Participation certificate: At the end of the training, participants receive a certificate that they have completed this training.

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Visio Basics
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