Training course

Visio Essentials

Visio provides a dedicated, familiar, Microsoft drawing environment, complete with a broad range of templates, shapes, and sophisticated tools designed to make creating a wide variety of business and technical diagrams easy, giving business and technical users the power to visualise and communicate ideas, information, and systems.

Delegates will learn basic concepts for creating flowcharts, cross-functional flowcharts, and organisation charts. This includes learning the basics for using and creating shapes, printing drawings, creating custom stencils, and many time-saving shortcuts and techniques designed to increase user productivity.

  • 1 Day
  • Online or in person
  • Private courses available
Download outline (PDF)

Course Objectives

  • Create a basic Visio drawing that contains stencil shapes and text
  • Create a cross functional flowchart that displays a work based procedure
  • Create an organisation chart to display your own department
  • Create your own stencil

Prerequisites

  • Previous use of a keyboard and mouse is assumed for this course. Delegates should have working knowledge of using a Windows based PC or completed the Introduction to Windows course. Delegates should be able to arrange, size and switch between Windows.

Included

  • Lunch and refreshments when training is delivered at our training venues
  • Comprehensive course materials and exercises
  • Telephone and Email Support

Course content Back to top

  1. Getting around Visio
    Visio Standard vs Professional overview
    Starting a new diagram
    The Ribbon
    Modify the Ribbon
    Quick Access Toolbar
    Changing view settings
    Panning across the page
    Navigating pages
    Shapes, Stencils and Masters
  2. Using Basic Shapes
    Selecting shapes
    Grouping shapes
    Inserting pictures
    Managing pages and page setup
    Copying, pasting, and duplicating shapes
    Positioning shapes with rulers and guides
    Resizing and repositioning shapes
    AutoConnect and Quick Shapes
    Replacing shapes
  3. Using Connectors
    Connector tool
    Adjusting connection lines
    Adjusting the connection points
    Connecting shapes automatically
  4. Adding text to shapes
    Creating and formatting text boxes
    Orienting shapes on the page
    Orienting shape text
    Using the Text Block tool to position text
    Adding ScreenTips and comments
    Inserting fields
  5. Adding colour and design to diagrams
    Aligning and spacing shapes
    Auto Align & Space feature
    Applying themes, variants, and Quick Styles to your diagrams
    Theme options
    Fill colours and patterns
    Line styles and colours
    Background Pages and Borders
    Format Painter
  6. Creating Custom Stencils and Shapes
    Creating custom stencils
    Creating new shapes
    Set new shape connection points
    Adding shapes to the stencil
    Adding imported shapes
    Saving the stencil
    Using the custom stencil
  7. Creating Flowcharts and Cross-functional Flowcharting
    Quick overview
    Flowcharting Tips
    Setting the layout
    Understanding functional bands
    Background pages
    Adding text to the layout
    Formatting the functional bands
    Separators
    Managing functional bands
    Linking diagrams
    Linking to other pages
    Hyperlinks
    Linking to multiple files
  8. Creating Organisation Charts
    Understanding organisation charts
    Building organisation charts by hand
    Using the Organisation Chart Wizard with existing data
    Altering org chart layout and appearance
    Adding photos and changing styles in org charts
  9. Creating Room Plans
    Simple Room or Office Plans
    Room Plan Shapes
    Dimensioning Tools
    Working to Scale
  10. Using layers
    Creating layers
    Adding shapes to layers
    Naming, deleting & modifying layers
    Select Special command
    Setting the layer colour and making it active
    Securing a layer
  11. Additional Modules Available for Private Customised Courses or Time Permitting
  12. Using Shape Data
    Understanding shape data
    Viewing shape data
    Editing shape data
    Viewing shape data attributes
    Changing shape data attributes
    Defining new shape data fields
    Creating shape data reports
  13. Using and Recording Simple Macros
    Advantages of using Macros
    Recording Simple Macros
    Attaching Macros to buttons
  14. Creating Network Diagrams
    Creating Basic Network Diagrams
    Organising network diagram shapes
    Connecting detailed networking shapes
  15. Using Data Graphics (Professional Version only)
    Creating Data Graphics
    Linking data graphics to existing underlying data
    Updating and refreshing data graphics
  16. Detailed Network Diagrams and Server Rack Diagrams (Professional Version Only
    Creating Detailed and Complex networking diagrams
    Bespoke networking shapes to network diagrams
    Equipment legends / keys
    Rack diagrams
    Rack diagram equipment reports

Training a team?

Run this course privately, on your dates

  • Private Flexible course content, flexible training date(s), flexible location(s), variable course length, private to your organisation - Courses can be held at one of our training venues or at another location convenient to you. Training can be set over a number of days or weeks to allow for practice time between training sessions.
  • Bespoke Bespoke private training can be based on an existing course or a number of lessons taken from several courses, we can also write bespoke courses for you based on your in-house systems or development program.
  • Virtual These courses can be attended from anywhere.

What delegates say Back to top

“Good informative training session”
K.A., Kratos

Following this training what are you going to do differently

“Enhance current Visio charts and use multiple pages”
S.P., Direct Rail Services
“Really enjoyed the course and meeting the trainer, who was very patient and knowledgeable”
M.R., Teesworks
“I enjoyed the overview and module training. As an introductory course, it gave me a good understanding of the package.”
M.R., Teesworks

Which part of the course did you find particularly valuable

“All of it each topic gave great insight and I learnt things I didn#39t know before”
L.K., Xps Pensions Group, Train the Trainer
“All very informative”
I.G., Blue Phoenix, Managing your Inbox using Microsoft Outlook

Are there any aspects of the course which you feel require improvement

“No it was really useful”
G.T., Lyha, PowerPoint Essentials

Following this training what are you going to do differently

“Use Excel in different and easier ways”
P.C., Cmr Uk Ltd, Excel Level 2

Please contact us to discuss your Visio Essentials course, we have many solutions available to ensure you receive the best training possible.

Learn with IT Training Solutions. Small course sizes. Course materials included. Flexible Visio Essentials course content. Expert trainers and tried & tested training methods. Many course materials available online using your personal training account. Please contact us to booka place or get a quote for your Visio Essentials course.

Microsoft Visio is a registered trademark of the Microsoft Corporation training courses, Durham, Washington, Newcastle, North East
IT Training Solutions Ltd
Oakville, 14 Durham Road West, Bowburn, Durham, DH6 5AU
0191 377 8377
ittrainingsolutions.co.uk
Printed: 10/20/2026 10:16:18 PM