Visio Introduction Training Course

Drawing With Precision

Drawing Closed Shapes

• 1. Select the Shape Tool: Go to the Home tab, click the arrow next to the Rectangle tool, and choose the shape you want (e.g., Rectangle, Ellipse).
• 2.Draw the Shape: Click and drag on the drawing page to create the shape. Closed shapes will automatically be filled with a color.

Drawing Open Shapes

• 1. Select the Line Tool: On the Home tab, click the arrow next to the Rectangle tool and select the Line tool.
• 2.Draw the Shape: Click and drag to draw the line. For multiple segments, click to start a new segment.

Using the Freeform Tool

• 1. Select the Freeform Tool: On the Home tab, click the arrow next to the Rectangle tool and select the Freeform tool.
• 2.Draw the Shape: Click to start, drag to draw, and click again to end each segment. To close the shape, connect the last segment to the starting point.

Shape Control

Aligning Shapes

• 1. Select Shapes: Select the shapes you want to align.
• 2.Align: Go to the Home tab, click Align, and choose the alignment option (e.g., Align Left, Align Center).

Rotating Shapes

• 1. Select the Shape: Click on the shape.
• 2.Rotate: Use the rotation handle above the shape to rotate it, or go to the Home tab and use the Rotate options.

Distributing Shapes

• 1. Select Shapes: Select the shapes you want to distribute.
• 2.Distribute: Go to the Home tab, click Position, and choose Distribute Horizontally or Distribute Vertically.

Grouping Shapes

• 1. Select the shapes.
• 2.Group: Go to the Home tab,  click Group, and select Group.

Page Setup Essentials

Working with Pages

Inserting, Naming, and Deleting Pages

• 1. Insert a Page: Click the Insert Page button next to the page tabs or go to Insert > New Page.
• 2.Name a Page: Right-click the page tab, select Rename, type the new name, and press Enter.
• 3.Delete a Page: Right-click the page tab and select Delete

Page and Printer Setup

• 1.Go to the Design tab and click the Page Setup dialog box launcher.
• 2.Adjust Settings: Use the Print Setup and Page Size tabs to adjust paper size, orientation, and scaling
• 3.Print Preview: Go to File > Print to preview and adjust print settings

Diagram Builders

Building Diagrams

Creating Organisation Charts

• 1. Select Template: Go to File > New and select Organization Chart.
• 2.Add Shapes: Drag and drop shapes from the Shapes pane to build the hierarchy.
• 3.Connect Shapes: Use the Connector tool to link shapes

Changing Position Type

If a manager receives a promotion to executive, use the tools on the Org Chart Ribbon.

• 1. Select shape
• 2. Select Change Position type
• 3. Change Position Type Dialogue box appears
• 4. Select New Position Type
• 5. Click OK

Arranging Subordinates

This is used to change the layout of the Subordinate Shapes which allows the chart to be updated

• 1. Select the Manager Shape
• 2. Select Layout Button >Horizontal, Vertical or Side by Side Options