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Microsoft Visio - Essentials

  • Length 1 day
Course overview
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Why study this course

Learn how to create flowcharts, network diagrams, org charts, floor plans, engineering designs, and more on our one-day course.

This course includes working with stencils, working with shapes, formatting shapes, working with connectors, containers, working with text, working with pages, outputting drawings, organisation charts, gantt charts. and cross functional flowcharts.

Note: Visio 2016, Visio 2019, Visio 2021, and Visio 365 are all desktop application versions of Microsoft Visio. Visio 2016, Visio 2019, and Visio 2021 are the perpetual, bought-outright, stand-alone versions of the software; Visio 365 is the subscription-based version. Anyone working with any of these versions will be able to successfully complete this course. Throughout this course you will be using the desktop app; the course does not cover use of the web/online app.

Nexacu Public Schedule

With Lumify Group's acquisition of Nexacu, we're pleased to now offer you the largest public schedule of end user applications training in Australia and New Zealand. As we move to consolidate our end user offering with Nexacu, as an interim measure you can now access the schedule of the most closely aligned courses and book, by clicking on the link below.

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What you’ll learn

In this course, you will:

  • Navigate your way around Microsoft Visio

  • Create and work with stencils

  • Work with shapes

  • Format the shapes you have created

  • Work with connectors

  • Use containers

  • Work with text

  • Work with pages

  • Display and distribute drawings

  • Create, change, and utilise organisation charts

  • Understand, create, and work with gantt charts

  • Understand, create, and work with cross functional flowcharts

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Lumify Work is your best choice for training and certification in any of Microsoft’s leading technologies and services. We’ve been delivering effective training across all Microsoft products for over 30 years, and are proud to be Australia's and New Zealand’s first and largest Microsoft Gold Learning Solutions Partner. Join more than 5,000 students who attend our quality Microsoft courses every year.

Who is the course for?

The course is suitable for people who have never worked with Visio or have just had very limited exposure to it. We will walk you through, right from the start.

Course subjects


  • Understanding the Start Screen

  • Creating a New Drawing From a Template

  • The Visio Screen

  • How Microsoft Visio 2013 Works

  • Understanding the Status Bar

  • Customising the Status Bar

Working With Stencils

  • Understanding Stencils

  • The Shapes Window

  • Quick Shapes

  • Using Quick Shapes

  • Creating a Custom Stencil

  • Opening a Stencil

  • Editing a Stencil

  • Closing a Stencil

Working With Shapes

  • Placing Shapes From a Stencil

  • Selecting Shapes

  • Resizing Shapes

  • Moving Shapes

  • Copying, Cutting, and Pasting Shapes

  • Duplicating Shapes

  • Rotating and Flipping Shapes

  • Ordering Shapes

  • Merging Shapes to Create New Shapes

  • Grouping and Ungrouping Shapes

  • Aligning Shapes

  • Aligning Shapes Using the Dynamic Grid

  • Distributing Shapes

  • Changing Shapes

  • Using Snap and Glue

Formatting Shapes

  • Applying Quick Styles

  • Formatting the Fill

  • Formatting Lines

  • Applying Effects

  • Using the Format Painter

  • Using Undo and Redo

  • Protecting Shapes

Working With Connectors

  • Connecting Shapes

  • Automatically Adding Connected Shapes

  • Connecting Existing Shapes

  • Inserting and Deleting Shapes

  • Adding Text to Connectors

  • Changing Connectors

  • Working With Connection Points

  • Formatting Connectors


  • Adding Containers

  • Adding Shapes to a Container

  • Formatting Containers

  • Deleting Containers

Working With Text

  • Adding Text to Shapes

  • Formatting Text

  • Adding Text to the Page

  • Editing Text

  • Using Find and Replace

  • Aligning Text

  • Moving Text

  • Creating Bulleted Lists

  • Creating Tables

  • Spell Checking Text

Working With Pages

  • Inserting Pages

  • Naming Pages

  • Duplicating Pages

  • Changing Page Order

  • Deleting Pages

  • Applying a Background Style

  • Adding Headers and Footers

  • Inserting a Logo

  • Assigning a Background Page to Other Pages

  • Page Size and Orientation

Outputting Drawings

  • Using Print Preview

  • Fitting a Drawing to Printer Pages

  • Printing a Drawing

  • Emailing Drawings

Organisation Charts

  • Creating An Organisation Chart From Scratch

  • Adding Multiple Shapes

  • Changing a Position Type

  • Changing the Layout of Shapes

  • Changing the Spacing of Shapes

  • Creating a Team

  • Changing the Order of Shapes

  • Adding a Title

  • Inserting Pictures

  • Formatting an Organisation Chart

  • Adding Shape Data

  • Creating Shape Data Fields

  • Creating a Custom Shape and Stencil

  • Creating Master Shape Data Fields

Gantt Charts

  • Understanding Gantt Charts

  • Understanding Gantt Chart Options

  • Creating a Gantt Chart

  • Entering Task Details

  • Creating Subtasks

  • Linking and Unlinking Tasks

  • Adding and Deleting Tasks

  • Adding Milestones

  • Adding and Hiding Columns

  • Navigating a Gantt Chart

  • Formatting Task Bars

  • Managing the Timescale

  • Exporting From a Gantt Chart

  • Importing Data Into a Gantt Chart

  • Printing Gantt Charts

Cross Functional Flow Charts

  • Understanding Cross Functional Flowcharts

  • Creating a Cross Functional Flowchart

  • Adding Swimlanes

  • Adding Swimlane Labels

  • Adding Phases

  • Adding Shapes

  • Adjusting Swimlanes and Phases

  • Formatting Cross Functional Charts



Terms & Conditions

The supply of this course by Lumify Work is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.

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