Microsoft Visio Essentials

Detailed Course Content

Built-In Visio Templates

• Visio Categories
• Visio Templates

Create a Visio Diagram

• Create a drawing from the Start Menu
• Create a drawing from the Start Screen
• Create a new drawing from Visio

Save a Visio Drawing

• Save a new, previously unsaved drawing
• Save (update) previous saved drawing
• Save a drawing as a PDF document
• Create a copy of your drawing
• Pin a drawing to the recent file list

Close & Open Existing Drawings

• Close a drawing
• Close multiple drawings
• Open an existing drawing from Visio
• Open a drawing from File Explorer
• Open a recent drawing

Change Drawing Views

• Use the Zoom Slider
• Shapes Task Pane
• Drawing Page
• Pasteboard

Customise Quick Access Toolbar

• Move the Quick Access Toolbar
• Add common buttons to the QAT
• Add other buttons to the QAT

View Diagrams & Shape Stencils

• Open a drawing
• View shape stencils
• View tool tabs

Add shapes to a diagram

• Add a Basic Shape to the drawing page
• Add multiples of the same shape
• Copy a shape
• Duplicate a shape

Select Shapes

• Select a shape on a drawing page
• Select multiple shapes
• Select all shapes

Move Shapes

• Move a single shape
• Move multiple shapes
• Align shapes automatically
• Align shapes manually
• Space shapes evenly

Resize Shapes

• Resize a single shape
• Resize multiple shapes

Format Shapes

• Change colour of a shape
• Change outline of a shape

Connect Shapes

• Connect shapes manually
• Connect shapes automatically
• Format connector lines

Work with Text

• Add text to a shape
• Add text to a connector
• Add a text block

Format Text

• Format text in a shape
• Format text in multiple shapes
• Align text in a shape
• Perform a spelling check

Create New Shapes

• Insert a picture from your computer
• Format a shape
• Create a shape group
• Use Shape Operations to create new shapes

Size and Position Task Pane

• View and dock Size & Position task pane
• Use task pane to resize a shape
• Use task pane to resize multiple shapes
• Use task pane to position a shape

Pan and Zoom Task Pane

• View and dock Pan & Zoom task pane
• Use task pane to zoom on drawing
• Use task pane to pan drawing

Navigation Task Pane

• View and dock Navigation task pane
• Use task pane to find shape on page

Built-in Shape Stencils

• Open shape stencils
• Close shape stencils
• Change stencil view
• Search for shapes

Custom Shape Stencils

• Create a custom shape stencil
• Add a shape to a custom stencil
• Rename shapes
• Save a shape stencil

Page Setup

• Print setup
• Page Size
• Orientation
• Drawing Scale
• Presentation mode

Rulers and Gridlines

• View ruler and gridlines
• Customise ruler settings
• Customise gridlines

Guides

• Add a vertical guideline
• Add a horizontal guideline
• Glue a shape to a guideline
• Move a guideline

Background Pages

• Insert a built-in background page
• Insert a new background page
• Attach background to a foreground page
• Attach background to a background page

Floor Plans

• Create a room layout
• Convert space to walls
• Add doors and windows
• Resize doors and windows
• Add furniture
• Add accessories
• Add electrical and telecom items

Organisation Chart Wizard

• Create Excel spreadsheet of organisational data
• Import organisational data using wizard
• Automatically add pictures to an organisation chart

Calendars

• Create a new calendar
• Format the calendar
• Add calendar elements
• Import a calendar from Outlook

Gantt Charts

• Create a new Gantt chart
• Format the Gantt chart
• Schedule tasks
• Link tasks
• Import a Gantt chart from Project

Print Drawings

• Set page orientation
• Set paper size
• Printer settings

Printable course information
View Calendar

Pre-requisites

• Basic computer experience, including keyboard and mouse skills
• Familiarity with Microsoft Windows

If you are not familiar with using a computer or Microsoft Windows, the course Introduction to computers, will give you the skills to take this Visio course.