Course Outline - Microsoft Teams for End Users

    Microsoft Visio Introduction

    Course Duration: One Day

    Target Audience:

    Aimed at Microsoft Visio users who, as part of their job, need to create new drawings and modify existing drawings, including Flowcharts, Workflows Cross-Functional Flowcharts (Swim Lanes), Organisation Charts, Brainstorming Diagrams, Timelines and Gantt Charts.

    Course Objectives:

    To allow the course participants to develop a good working knowledge of Visio. This will enable them to create different types of drawings like Flowcharts, Workflows, Cross-Functional Flowcharts (Swim Lanes), Organisation Charts, Brainstorming Diagrams, Timelines and Gantt Charts. The participants will be able to use the library of existing stencils and templates and create their own customised versions of both.

    Course Outline:

    Introduction to Microsoft Visio

    • What are drawings / stencils / templates
    • What is Visio used for?
    • Course overview and objectives

    Finding Your Way Around Visio

    • Navigating the Visio user interface
    • Using and displaying ribbon / task panes
    • Page views
    • Pan and Zoom Window
    • Size and Position Window

    Working with and Managing Drawings

    • Drawing categories and templates
    • Creating new drawing
    • Open, save and close drawings
    • Navigating pages
    • Renaming / deleting Pages
    • Reordering pages
    • Setting a drawing scale

    Visio Stencils and Templates

    • Creating Flowcharts and Workflows using existing template and stencils

    Working with Shapes and Smart Shapes

    • Adding shapes to drawing page
    • Adding text to shapes
    • Moving, resizing, copying, and deleting
    • Formatting
    • Grouping and ungrouping
    • Ordering
    • Rotating and flipping
    • Aligning and distributing

    Working with Connectors and Connecting Shapes

    • Connecting shapes manually and automatically
    • Adding connectors from stencil
    • Using Dynamic Glue and Static Glue
    • Adding text
    • View / hide connection points
    • Formatting
    • Curved and straight connectors

    Printing the Drawing

    • Preview and printing the drawing
    • Print page set-up – size, orientation
    • Page set-up – size, orientation

    Designing and Customising Templates and Stencils

    • Inserting a new page
    • Creating and assigning a background page
    • Show / hide guides and page breaks
    • Creating a new stencil
    • Adding shapes to stencil
    • Editing existing Master Shapes
    • Creating customised Master Shapes
    • Naming and editing stencils
    • Using the document stencil

    Building Drawings with Existing Stencils and Templates

    • Creating and managing the following drawing types (using the customised menus where relevant):
    • ▪ Cross-Functional Flowcharts (Swim Lanes)
    • ▪ Organisation Charts
    • ▪ Brainstorming Diagrams
    • ▪ Timelines
    • ▪ Gantt Charts

    Adding Layers to a Drawing

    • Assigning a shape to an existing layer
    • Creating new layers
    • Show / hide layers
    • Selecting layers to print
    • Locking layers
    • Counting the number of objects in a layer
    • Renaming / deleting
    • Assigning colour

    Discussion and Question Time

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