Microsoft 365 Visio - Level 1

Overview

This hands-on 1-day course is based on the current Microsoft 365 Desktop version of Visio Professional. Participants using earlier versions will be able to follow along, although some of the newest features may not be available in older versions.

This course is designed for learners with no previous experience with Visio and for those who use Visio for basic tasks but have not had recent training. Experienced self-taught users may find this course a valuable refresher.

Microsoft Visio is a powerful diagramming and visualization tool used to create clear, professional diagrams that communicate complex information with ease. Whether building flowcharts, organizational charts, process maps, network diagrams, floor plans, or business process documentation, Visio provides an intuitive drag-and-drop interface, smart shapes, automatic alignment and spacing, and deep integration with Microsoft 365. Its templates and stencils make it easy for users of all levels to produce precise, visually consistent diagrams that improve communication, analysis, and decision-making across an organization.

Prerequisites

• Basic familiarity with using a Windows computer
• Access to Microsoft 365 Visio Professional Desktop application (not available for Mac OS)

Learning Objectives

Through the use of hands-on exercises participants will learn to:

• Understand the Visio interface, templates, stencils, and basic diagramming tools.
• Build simple diagrams such as flowcharts and organization charts.
• Use connectors, shapes, and auto-alignment features effectively.
• Apply formatting, themes, and design options to enhance visual clarity.
• Manage pages, zooming, and navigation tools for easy diagram editing.
• Save, print, and export diagrams to PDF or Microsoft Office applications.

Course Modules

Module 1 - Introduction to Visio

What Visio is used for

Overview of templates and stencils

Navigating the interface and ribbon

Module 2 - Working With Shapes

Adding, selecting, and manipulating shapes

Shape handles and shape data

Using quick shapes

Module 3 - Creating Flowcharts

Using flowchart templates

Adding connectors

Auto-alignment and auto-spacing

Module 4 - Formatting and Design

Themes, variants, and effects

Shape formatting (fill, line, text)

Applying and customizing styles

Module 5 - Working With Pages

Adding, deleting, and renaming pages

Page setup, scaling, and printing options

Module 6 - Sharing and Exporting

Saving as PDF

Exporting to Word, PowerPoint, and images

Sharing via OneDrive/Microsoft 365

Module 7 - Tips, Tricks and Best Practices

Best practices

Learn to be more efficient in Microsoft Visio and what resources are available.

Using AI (CoPilot, ChatGPT etc.)

ON-TRACK Corporate Training has a diverse and flexible schedule that can be customized to your needs. We offer group courses (both public and corporate), one-on-one training, virtual (on-line) classroom (Zoom etc.) and on-site training options. We also have easily accessible on-line training videos on OnTrackTV.