Visio Training Class - introduction Online March 4, 2027

Lesson 1: Visio Essentials

• Key pages and commands in Visio
• Understand tool tabs and add-in tabs
• Use tool tabs
• Use add-in tabs
• Using starter diagrams
• Explore the drawing window
• Using Shapes window
• Pan and zoom in the drawing window

Lesson 2: Creating diagrams with Visio

• Place shapes using the Dynamic Grid
• Select shapes
• Copy, paste, and duplicate shapes
• Position shapes by using rulers and guides
• Use rulers and guides to align and size shapes
• Resize, reposition, and reorient shapes
• Use the Size & Position window  
• Connect shapes by using lines
• Create 2-D shapes using the line tools
• Connect shapes by using dynamic connectors
• Connect to shapes that contain connection points
• Connect to shapes that do not contain connection points
• Change connector style and segmentation
• Use AutoConnect and Quick Shapes
• Use AutoAdd and AutoDelete

Lesson 3: Manage text, shapes, and pages in Visio

• Manage shape text
• Add text to shapes
• Reposition and resize shape text
• Orient shape text
• Create and format text
• Add ScreenTips and comments
• Insert pictures
• Replace shapes   
• Group shapes
• Understanding and using layers
• Manage pages
• Work with foreground pages
• Configure foreground pages
• Manage Auto Size
• Work with background pages and borders

Lesson 4: Create business process diagrams using Visio

• Select a flowchart template
• Create flowcharts
• Understanding and building swimlane diagrams
• Design BPMN diagrams
• Create subprocesses

Lesson 5: Use Visio to create organization charts

• Understand organization charts
• Using org chart templates
• Building organization charts manually
• Use existing data to create an organization chart
• Use the Organization Chart Wizard with new data   
• Alter layout and appearance
• Arranging shapes and changing appearance
• Apply themes
• Import photographs into organization charts

Lesson 6: Add style, color, and themes to Visio diagrams and charts

• Align and space shapes
• Align and space shapes automatically
• Understand theme concepts
• Apply themes and variants
• Customize themes and variants
• Use effects and Quick Styles
• Apply solid, gradient, and pattern fills
• Apply line colors and patterns
• Use the Format Painter

Lesson 7: Print and share diagrams

• Preview and print drawings
• Remove personal information
• Create graphics
• Save drawings in other file formats
• Create templates
• Share diagrams by using the Visio Viewer
• Publish diagrams to the web
• Set publishing options