Course Overview

The Visio Essentials course is aimed at those who want to be able to create and edit professional-looking drawings and diagrams.

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

Basic Diagram

  • Open a Basic Diagram drawing
  • View Basic Diagram shape stencils

Basic Flowchart

  • Open a Basic Flowchart drawing
  • View Basic Flowchart shape stencils

Organisation Chart

  • Open an Organisation chart drawing
  • View Organisation Chart shape stencils
  • View Org Chart tab

Cross-Functional Flowchart

  • Open Cross-Functional flowchart drawing
  • View Cross-Functional flowchart stencils
  • View Cross-Functional Flowchart tab

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

Print Drawings

  • Set page orientation
  • Set paper size
  • Printer settings

Printable course information
Microsoft Visio Essentials Course Calendar View Availability


  • 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.