1. VISIO Getting Started Libby Baker - MS Office Limited Flow Chart Diagram

2. START VISIO  Visio opens to the Start Page, where you can find templates for many diagram types  Templates are unfinished example diagrams that serve as starting points. Visio templates come with shapes and tools for a specific type of diagram Libby Baker - MS Office Limited

3. OPEN A TEMPLATE  Click the template type that you want. A small window opens with some information and the option to use metric units or US units. Click Create.  Above the blank drawing page is the Microsoft Office ribbon, which contains commands and tools for diagramming. Libby Baker - MS Office Limited

4. SHAPES WINDOW  On the left side is the Shapes window. It contains stencils that hold shapes.  Stencil – Stencils are containers for holding related shapes. Templates generally have more than one stencil, to help organize shapes into categories. Stencils have title bars near the top of the Shapes window. Click a stencil title bar to see the shapes it contains.  Click on More Shapes! Libby Baker - MS Office Limited

5. QUICK SHAPES AND SEARCH  Quick Shapes is the top-most title bar. Each stencil has its own set of Quick Shapes, the shapes most often used in that stencil. The Quick Shapes stencil keeps together the Quick Shapes from all the stencils you’re using, giving you one place to find the most popular shapes for the type of diagram you’re creating.  If you can’t find a shape you want, try searching. Click Search at the top of the Shapes window, then type in a keyword. Libby Baker - MS Office Limited

6. CREATE A SIMPLE DIAGRAM  Drag a shape from the Shapes window and drop it on the page. Leave the mouse pointer over the shape until four arrows Button image appear around the sides. These are AutoConnect arrows, which give you several ways to automatically connect shapes.  Move the pointer over each to see a preview of that shape on your diagram. Click the one that you want, and that shape appears with a connector between it and your first shape. Libby Baker - MS Office Limited

7. DRAG AND DROP  Drag a shape from the Shapes window and hold it over a shape on the page until the arrows appear, then drop the shape on top of one of the arrows.  To connect two shapes, drag one on top of an autoconnect arrow of another shape.  NOTE: The organization chart template lets you drop subordinates’ shapes on top of a manager’s shape, automatically forming that manager’s reporting structure. Libby Baker - MS Office Limited

8. CONNECTORS Add Connectors between shapes 1.A point connection keeps a connector glued to a specific point on the shape, even if that shape is moved or rotated. 2.A dynamic connection allows a connector to change its location on a shape so that, as a shape is moved or rotated, the connector moves to the connection point on the shape that is nearest to the connector's point of origin. Libby Baker - MS Office Limited

9. ADD TEXT TO SHAPES  Click a shape once and start typing. Press ESC or click an empty area of the page when you’re done typing.  Add text to a connector the same way.  After you press ESC or click away, select the connector again and you’ll see a tiny box on the text – this is a handle for moving the text block. Click and drag it up, down, or beside the connector. Libby Baker - MS Office Limited

10. ROTATING AND RESIZING SHAPES  Rotation Handles  Drag it right or left to rotate the shape  Selection handles for resizing shapes  Use the square selection handles to change the height and width of your shape Libby Baker - MS Office Limited

11. SHAPES CAN HOLD DATA  Right-click > Data > Shape Data…  To customise choose Data > Define Shape Data..  Or add a Picture Right-click > Picture > Change Libby Baker - MS Office Limited

12. DISPLAY DATA Data is not displayed in the drawing by default. To see the data for an individual shape, open the Shape Data window at Data >Show/Hide > Shape Data Window, then select the shape. Libby Baker - MS Office Limited

13. ADD A BACKGROUND  Click Design > Backgrounds > Backgrounds. Click one of the background designs.  Now look down at the bottom of Visio, just under the drawing page. There are two tabs: Page- 1 and VBackground-1. Page-1 is the page with the shapes on it, and VBackground-1 is a background page you just added. Libby Baker - MS Office Limited

14. BORDERS, TITLES AND FORMATTING  Click Design > Backgrounds > Borders & Titles. Click one of the options to add it to the diagram.  Design tab > Themes group Move the pointer slowly over the different themes. Each theme adds different colors and effects to the diagram. Libby Baker - MS Office Limited

15. PRINTING  Click File > Print.  Select the printer and other settings, and then click Print.  Note options in Page Setup and Edit Header & Footer. Libby Baker - MS Office Limited

16. SAVE YOUR DIAGRAM  Click File > Save. Look at the options and select a location to save your file.  In the Save As dialog box, find the Save as type list just under the File name box and click the down arrow to open the list.  And/or click File > Share and send as a PDF Libby Baker - MS Office Limited

17. UPSKILL & RESOURCES msoffice.co.nz Office Training Center Visio Viewer Libby Baker - MS Office Limited Flow Chart Diagram