Video: Create a flowchart

Discover more Office training at LinkedIn Learning

The flowchart templates contain shapes you can utilise to represent several types of processes.

Open the basic flowchart template

  1. Click File > New.
  1. Choose Basic Flowchart.
  1. Pick Create.

Add and connect shapes

  1. Click the Basic Flowchart Shapes stencil, if necessary.
  1. Pick a flowchart shape and drag it onto the drawing page.
  1. Point to the shape, and aim to the arrow that highlights the direction of the following shape you want to insert.
  1. Choose the shape you want to add.

Connect shapes

  1. Press Home > Connector.
  1. Aim at the centre of a shape until you see an outline enclose it.
  1. Draw a line to the centre of the shape you want to connect to.
  1. Pick Home > Pointer Tool to revert to normal editing.
  1. To alter the look of the connector, click it, pick Line, and choose a colour, line weight, dash style, and arrow style.

Add text to a shape or connector

  1. Choose the shape or connector.
  1. Enter in the text.
  1. Pick a blank area of the drawing page.
  1. To rearrange the text, pick the shape or connector, click Home > Text Block, drag the text to another area, and choose Home > Pointer Tool.

Fix alignment and spacing automatically

  1. Press Ctrl+A to click everything on the drawing page.
  1. Press Home > Position > AutoAlign & Space. If you find the results are not relevant to you, press Ctrl+Z and test some of the other Align & Space options.

Want more?

Create a basic flowchart

View featured flowchart templates online


Transcript

My team needs a flowchart that shows our theatre booking process.

To make sure I have all the shapes I’ll need, I’ll use a flowchart template. I go to File, select New, and choose the Basic Flowchart.

I select Create to start with a blank page.

All flowcharts need a starting point. I’ll drag a Start/End shape onto the drawing page and add a description.

To add text to a shape, I select it and begin typing.

When I’m done, I select anywhere outside the shape.

I’ll connect another shape to the Start/End shape to show the next step in the process.

A quick way to do this is to point to the Start/End shape, select the arrow where I want to add a shape, and select a shape.

I’ll select this Decision shape. Visio adds the connector for me.

I’ll connect and label a few more shapes.

Next, I need to add a Data shape. This time, I’ll drag the shape from the stencil to the drawing page.

Then I’ll connect it to the shape above it.

I select Connector Tool, draw a line between the two shapes, and select Pointer Tool to finish.

Now I’ll add a description to the connector.

I select it, and type the text.

All the shapes are added, connected, and labeled. My flowchart is looking better, but it needs a few adjustments.

I don’t want arrows on this line.

So, I’ll change the arrow style. I select Line, select Arrows, and choose None—the line with no arrows.

And, I want to move the text on this connector.

To do that, I select Text Block, drag the text to a different location, and select Pointer Tool to finish.

To make sure everything looks just right, I’ll select Position, and then Auto Align & Space, to automatically fix the alignment and spacing.

Once I save my diagram, it’s ready for my team to review.

Leave a Reply

%d bloggers like this: