Visio 365 Basics

Create professional diagrams, processes & visualizations

In this introductory training, you will learn how to use Microsoft Visio to create professional diagrams, flowcharts, organizational charts, and graphical visualizations. You will gain a practical understanding of the interface, the most important tools, and how shapes, stencils, and layers work together.

You will also learn how to structure drawings, format content, use connectors, and create templates for recurring diagram types.

Our experienced trainers will show you:

• how to confidently use Visio and customize the workspace
• how to create, edit, and precisely align drawings
• how to work with shapes, stencils, layers, and background pages
• how to structure diagrams clearly and apply professional formatting
• how to efficiently create organizational charts and flowcharts
• how to design your own shapes and templates
• what’s new across different Visio versions

Your benefits at a glance

• Efficient introduction to Visio – ideal for beginners
• Ability to create professional diagrams in a short time
• Clearly structured visual communication of processes & organizational structures
• Increased efficiency using layers, style templates & master shapes
• Faster creation of recurring diagram types
• Easy-to-understand introduction, independent of the Visio version used

Seminar Contents

Interface & Navigation

• Elements of the Visio application window
• Customizing the workspace
• Inserting & deleting drawing pages

Creating & Editing Simple Drawings

• Using lines, rectangles & ellipses
• Inserting AutoShapes
• Moving & copying objects
• Adjusting size & shape
• Using multi-selection

Working with Stencils & Shapes

• Opening & closing stencils
• Selecting shapes & searching via the Shape Explorer
• Placing & positioning shapes
• Changing size & rotation
• Aligning, snapping & gluing shapes
• Connecting shapes

Inserting & Editing Text

• Adding text to shapes
• Creating text shapes
• Character & paragraph formatting

Formatting & Editing Shapes

• Fill colors & shadows
• Formatting lines
• Applying shape operations

Creating & Managing Layers

• Creating layers
• Assigning shapes to layers
• Managing layers

Backgrounds & Templates

• Inserting background pages
• Using background shapes
• Setting up headers & footers
• Assigning backgrounds

Creating Your Own Stencils & Shapes

• Creating new stencils
• Creating & editing master shapes

Organizational Charts & Flowcharts

• Inserting, expanding & formatting org charts
• Creating flowcharts
• Using dedicated flowchart shapes

Version Notes Depending on Needs

• Differences & updates across various Visio versions (based on participant requirements)

Target Audience

• Users who are new to Visio or want to strengthen their fundamentals
• Anyone creating diagrams, processes, or visual representations
• Staff in organization, IT, administration, project & process management

Prerequisites

• Basic knowledge of the Windows interface
• Basic skills in at least one Microsoft Office application