Visio Tips and Tricks

1h 48mIntermediate2024-07-31

Authors

Scott Helmers

Partner with the Harvard Computing Group (HCG)

Course details

Microsoft Visio is a popular diagramming app that's used in a variety of industries. In this course, Visio MVP Scott Helmers provides insider tips and techniques for getting the most out of this powerful software. Scott begins with tips for navigating the Visio interface and customizing user options. He demonstrates how to master the use of text and annotations, including how to insert fields and annotate diagrams with comments and callouts. Scott offers strategies for working more efficiently with Visio, providing time-saving techniques for creating and refining diagrams. He shares Visio keyboard shortcuts for everything from using the drawing tools to manipulating shapes, and explains how to take control of the lines in your diagram by understanding the secrets of glue and connection points.

Learning objectives
Decoding Visio versions and editions
Setting Visio options
Navigating like a pro
Taking advantage of hyperlinks
Managing text on shapes
Annotating diagrams with comments and callouts
Inserting text display fields
Working more efficiently
Mastering Visio keyboard shortcuts
Aligning and sizing shapes on a page
Managing connectors and connection points
Copying, pasting, and duplicating shapes

Skills covered

VisioDiagrammingMicrosoft OfficeTips, Tricks, & TechniquesBusiness Software and ToolsMicrosoft

Concepts

0. Introduction

01 - Supercharge Visio with power user tips
02 - What you should know before watching this course
03 - Using the exercise files

1. Make Visio Your Own

04 - Decode Visio versions and editions
05 - Set Visio options
06 - Manage the Drawing window
07 - Manage secondary Visio windows
08 - Customize the ribbon
09 - Customize the Quick Access Toolbar
10 - Use the Developer tab

2. Navigate Like a Pro

11 - Be more selective
12 - Select with layers
13 - Zoom and position the drawing page
14 - Navigate in a multi-page diagram
15 - Navigate page to page with hyperlinks

3. Master Use of Text and Annotations

16 - Manage text on shapes
17 - Insert text display fields
18 - Annotate diagrams with comments
19 - Annotate diagrams with callouts

4. Work More Efficiently

20 - Master Visio keyboard shortcuts
21 - Align and size shapes on a page
22 - Copy, paste, and duplicate shapes
23 - Understand 1D and 2D shapes
24 - Control lines and connections
25 - Manage connectors and connection points
26 - Use AutoConnect and Quick Shapes

Conclusion

27 - Dive into data with Visio