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Microsoft Visio - Essentials

Length 1 day

Course overview

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Why study this course

Learn how to create flowcharts, network diagrams, org charts, floor plans, engineering designs, and more on our one-day course.

This course includes working with stencils, working with shapes, formatting shapes, working with connectors, containers, working with text, working with pages, outputting drawings, organisation charts, gantt charts. and cross functional flowcharts.

Note: Visio 2016, Visio 2019, Visio 2021, and Visio 365 are all desktop application versions of Microsoft Visio. Visio 2016, Visio 2019, and Visio 2021 are the perpetual, bought-outright, stand-alone versions of the software; Visio 365 is the subscription-based version. Anyone working with any of these versions will be able to successfully complete this course. Throughout this course you will be using the desktop app; the course does not cover use of the web/online app.

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What you’ll learn

In this course, you will:

Navigate your way around Microsoft Visio
Create and work with stencils
Work with shapes
Format the shapes you have created
Work with connectors
Use containers
Work with text
Work with pages
Display and distribute drawings
Create, change, and utilise organisation charts
Understand, create, and work with gantt charts
Understand, create, and work with cross functional flowcharts

Microsoft Apps at Lumify Work

Lumify Work has been delivering effective training across all Microsoft products for over 30 years. We are proud to be both Australia's and New Zealand’s first Microsoft Gold Learning Solutions Partner and the winner of the Microsoft MCT Superstars Award for FY24, which formally recognises us as having the highest quality Microsoft Certified Trainers (MCTs) in ANZ. Join more than 5,000 students who attend our quality Microsoft courses every year.

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Who is the course for?

The course is suitable for people who have never worked with Visio or have just had very limited exposure to it. We will walk you through, right from the start.

Course subjects

Basics

Understanding the Start Screen
Creating a New Drawing From a Template
The Visio Screen
How Microsoft Visio 2013 Works
Understanding the Status Bar
Customising the Status Bar

Working With Stencils

Understanding Stencils
The Shapes Window
Quick Shapes
Using Quick Shapes
Creating a Custom Stencil
Opening a Stencil
Editing a Stencil
Closing a Stencil

Working With Shapes

Placing Shapes From a Stencil
Selecting Shapes
Resizing Shapes
Moving Shapes
Copying, Cutting, and Pasting Shapes
Duplicating Shapes
Rotating and Flipping Shapes
Ordering Shapes
Merging Shapes to Create New Shapes
Grouping and Ungrouping Shapes
Aligning Shapes
Aligning Shapes Using the Dynamic Grid
Distributing Shapes
Changing Shapes
Using Snap and Glue

Formatting Shapes

Applying Quick Styles
Formatting the Fill
Formatting Lines
Applying Effects
Using the Format Painter
Using Undo and Redo
Protecting Shapes

Working With Connectors

Connecting Shapes
Automatically Adding Connected Shapes
Connecting Existing Shapes
Inserting and Deleting Shapes
Adding Text to Connectors
Changing Connectors
Working With Connection Points
Formatting Connectors

Containers

Adding Containers
Adding Shapes to a Container
Formatting Containers
Deleting Containers

Working With Text

Adding Text to Shapes
Formatting Text
Adding Text to the Page
Editing Text
Using Find and Replace
Aligning Text
Moving Text
Creating Bulleted Lists
Creating Tables
Spell Checking Text

Working With Pages

Inserting Pages
Naming Pages
Duplicating Pages
Changing Page Order
Deleting Pages
Applying a Background Style
Adding Headers and Footers
Inserting a Logo
Assigning a Background Page to Other Pages
Page Size and Orientation

Outputting Drawings

Using Print Preview
Fitting a Drawing to Printer Pages
Printing a Drawing
Emailing Drawings

Organisation Charts

Creating An Organisation Chart From Scratch
Adding Multiple Shapes
Changing a Position Type
Changing the Layout of Shapes
Changing the Spacing of Shapes
Creating a Team
Changing the Order of Shapes
Adding a Title
Inserting Pictures
Formatting an Organisation Chart
Adding Shape Data
Creating Shape Data Fields
Creating a Custom Shape and Stencil
Creating Master Shape Data Fields

Gantt Charts

Understanding Gantt Charts
Understanding Gantt Chart Options
Creating a Gantt Chart
Entering Task Details
Creating Subtasks
Linking and Unlinking Tasks
Adding and Deleting Tasks
Adding Milestones
Adding and Hiding Columns
Navigating a Gantt Chart
Formatting Task Bars
Managing the Timescale
Exporting From a Gantt Chart
Importing Data Into a Gantt Chart
Printing Gantt Charts

Cross Functional Flow Charts

Understanding Cross Functional Flowcharts
Creating a Cross Functional Flowchart
Adding Swimlanes
Adding Swimlane Labels
Adding Phases
Adding Shapes
Adjusting Swimlanes and Phases
Formatting Cross Functional Charts

Prerequisites

None

Terms & Conditions

The supply of this course by Lumify Work is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.