The flowchart templates contain shapes you can utilise to represent several types of processes.
Open the basic flowchart template
- Click File > New.
- Choose Basic Flowchart.
- Pick Create.
Add and connect shapes
- Click the Basic Flowchart Shapes stencil, if necessary.
- Pick a flowchart shape and drag it onto the drawing page.
- Point to the shape, and aim to the arrow that highlights the direction of the following shape you want to insert.
- Choose the shape you want to add.
- Press Home > Connector.
- Aim at the centre of a shape until you see an outline enclose it.
- Draw a line to the centre of the shape you want to connect to.
- Pick Home > Pointer Tool to revert to normal editing.
- 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
- Choose the shape or connector.
- Enter in the text.
- Pick a blank area of the drawing page.
- 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
- Press Ctrl+A to click everything on the drawing page.
- 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.
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.