Course Icon Visio Training

Visio Introduction

Designed for Visio versions 2016,2013,2010,2007

0800 1337 401

Course Objectives

Welcome to Seven Institute’s course for Microsoft Office Visio, Microsoft’s diagramming application. This new version of Visio now uses the ribbon interface. Other new features include Auto Align and Space, improved AutoConnect, many improved diagram types, and many other tools that will make creating diagrams easier.

This Introduction level is intended to help all novice computers get up to speed quickly. This course will also help more experienced users who have little to no experience with Visio and/or the ribbon interface.

This course will cover the basics of working with Visio; how to use and customize the ribbon interface; how to create a basic diagram with stencil shapes, connectors, text blocks, and freeform shapes; how to format and edit text and shapes; how to add finishing touches such as themes and page customizations; how to use Visio’s viewing tools; and how to print and e-mail a diagram. Participants will also receive a thorough introduction to the command tabs that replace the former menu and toolbar based interface.

By the end of this course, users should be comfortable using Visio on a day-to-day basis and capable of creating a basic, multi-page diagram.

Who Should Attend

This course assumes the user understands the basics of using a Windows-based computer. Students should be comfortable using the keyboard, mouse, and Start menu. Understanding and experience with printing and using a Web browser is an asset, but not required. No previous experience with other versions of Visio is necessary.

Course Syllabus

STARTING OUT WITH MICROSOFT VISIO 2013

  • What Visio 2013 is
  • About the versions of Visio 2013
  • About the new features in Visio 2013
  • How to plan a diagram
  • What shapes, stencils, and templates are
  • Open and close Visio
  • Use the Visio interface and interact with Visio
  • Open, save, and close files
  • Use the Recent List
  • Switch between open files
  • Use the New Diagram window
  • Find the shapes that you need
  • Add shapes to a diagram
  • Connect shapes
  • Add text to shapes
  • Float and dock the Shapes pane and individual stencils
  • Enable, disable, and minimize the Shapes pane
  • Search for shapes
  • Show, re-order, and hide stencils
  • Customize the dynamic grid, static grid, ruler, and snap and glue
  • Create and customize connectors
  • Move, edit, and delete connection points
  • Get help in Visio and on Office.com

UNDERSTANDING AND CUSTOMISING THE VISIO 2010 INTERFACE

  • Use the File menu (Backstage view)
  • Use the status bar
  • Use the mini toolbar
  • Use dialog boxes
  • Use right-click menus
  • Work more efficiently with keyboard shortcuts
  • Use and customize the Quick Access toolbar
  • Identify the parts of the ribbon interface
  • Minimize and maximize the ribbon
  • Add, remove, arrange, and customize tabs, groups, and commands
  • Reset Visio interface customizations

OVERVIEW OF THE COMMAND TABS

  • Use the File menu (Backstage view)
  • Use the status bar
  • Use the mini toolbar
  • Use dialog boxes
  • Use right-click menus
  • Work more efficiently with keyboard shortcuts
  • Use and customize the Quick Access toolbar
  • Identify the parts of the ribbon interface
  • Minimize and maximize the ribbon
  • Add, remove, arrange, and customize tabs, groups, and commands
  • Reset Visio interface customizations

CREATING DIAGRAMS IN VISIO

  • Create a blank diagram
  • Use templates, sample files, and existing files to create a diagram
  • Access recently used templates
  • Use Visio’s selection tools
  • Use cut, copy, paste, undo, and redo
  • Use the Find and Replace dialogs
  • Use the Format Painter
  • Set up guides
  • Resize, move, duplicate, rotate, and delete shapes
  • Change the fill and outline color of a shape
  • Modify shape shadows
  • Align and distribute shapes manually and automatically
  • Use Auto Align & Space
  • Group and ungroup shapes

DOING MORE WITH DIAGRAMS IN VISIO

  • Change font face, size, and color
  • Apply text effects
  • Change the case of text
  • Change text alignment and indentation
  • Create a bulleted list
  • Open the Text dialog
  • Draw, edit, rotate, resize, move, and delete text blocks and freeform shapes
  • Use the Text Block tool

PRINTING AND VIEWING YOUR DIAGRAM

  • Use Normal view
  • View a diagram in full screen mode
  • Use Visio’s zoom tools
  • Use Pan & Zoom
  • Use Fit to Window and Page Width
  • Navigate through the pages of a Visio diagram
  • Add, rename, re-order, and delete pages
  • Check spelling in a diagram
  • Rotate a diagram
  • Change the layout and theme of a diagram
  • Customize themes
  • Add a border and a title to a diagram
  • Change page orientation, size, and properties
  • Scale a diagram
  • Modify layout, routing, and shadow options
  • Modify print settings
  • Print preview a diagram
  • Print and e-mail a diagram

MANAGING YOUR VISIO FILES

  • Navigate through your computer using Windows Explorer
  • Perform basic tasks with Windows Explorer
  • Use views in Windows Explorer
  • Use the Windows Explorer Navigation Pane
  • Use AutoRecover
  • Publish diagrams to PDF or XPS
  • Save a diagram as a picture
  • Manage file properties
  • Save a diagram preview
  • Save a workspace with a diagram
  • Remove personal information
  • Reduce file sizes
  • Add a background to a single page
  • Create, edit, and remove a master background page
  • Apply a master background page to other pages

ADDING THE FINISHING TOUCHES TO YOUR VISIO PROJECT

  • Check your spelling
  • Use the Thesaurus, Translator, and Research Pane
  • Set your editing language
  • Add pictures from a file
  • Add Clip Art
  • Use the Picture Tools – Format tab
  • Move, resize, and delete pictures
  • Arrange pictures
  • Group and ungroup pictures
  • Crop pictures
  • Rotate and flip pictures
  • Adjust the brightness and contrast
  • Use AutoBalance to adjust pictures
  • Compress pictures
  • Add a border to a picture
  • Use the Format Picture dialog
  • Create a process diagram
  • Create new subprocesses
  • Link subprocesses
  • Edit subprocess links
  • Create a cross-functional flowchart
  • Add swimlanes and separators to a cross-functional flowchart
  • Change diagram orientation and direction
  • Modify swimlane margins
  • Choose a flowchart style
  • Modify flowchart elements
  • Create an organization chart
  • Modify the chart layout
  • Change chart spacing
  • Arrange shapes in an organization chart
  • Modify chart positioning

CREATING A TEMPLATE IN VISIO

  • Create, use, edit, and save templates
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