Microsoft Visio 2019 Training - Beginner to Advanced from Udemy

Microsoft Visio remains the go-to tool for professional-looking diagrams, flow charts, and org charts.

In this comprehensive, Microsoft Visio 2019 online course from Microsoft experts, Simon Sez IT, we teach you how to use Visio quickly and effectively. We start by looking at how to use the Visio workspace before moving onto how to connect and resize shapes. After that, we look at adding text and images into Visio and how to use the Visio automation features as well as pan and zoom.

We then move onto a deep dive into creating Organization Charts in Visio before looking at styles and colors in Visio. After that, we look at how to add ScreenTips in Visio as well as comments and callouts.

This course includes downloadable exercises so you can put into practice exactly what you learn.

After taking this course, you will know:

How to use the Visio Workspace
How to connect and resize shapes
How to add text into the Visio Workspace
How to use Visio automation features and pan and zoom
All about building Organization Charts in Visio
How to use the Visio Backstage view
About Themes, Styles, and Colors in Visio
How to add ScreenTips, Comments, and Callouts in Visio
About working with pictures in Visio
About Groups, Containers, Lists, and Cross-Functional Flowcharts
How to align shapes in Visio
How to use Hyperlinks in Visio
All about reporting and custom templates in Visio

This course includes:

8+ hours of video tutorials
73 individual video lectures
Exercise files to practice what you learned
Certificate of completion

Here’s what our students are saying…

"It's good as I hoped it would be."

- Jose

"I've been familiar with this program for years, but am getting more comfortable and learning more than I could have imagined this early in the course."

- Aimee

"This is a great refresher and the instructor talks clearly and in an easy to understand manner."

- Dana

What's inside

Learning objectives

Understanding the microsoft "ribbon", quick access toolbar, and backstage view.
Creating a new diagram in visio.
Manipulating and adding shapes in visio 2019.
Connecting shapes using lines and dynamic glue in visio
How to resize, position and connect shapes in visio 2019.

Discover how to work with themes in visio.
Create an organization chart in visio.
Using external shape data in visio.
Creating a cross-functional flowchart in visio.

Understanding the microsoft "ribbon", quick access toolbar, and backstage view.
Creating a new diagram in visio.
Manipulating and adding shapes in visio 2019.
Connecting shapes using lines and dynamic glue in visio
How to resize, position and connect shapes in visio 2019.
Discover how to work with themes in visio.
Create an organization chart in visio.
Using external shape data in visio.
Creating a cross-functional flowchart in visio.

Syllabus

Introduction

Introduction to Visio 2019

WATCH ME: Essential Information for a Successful Training Experience

Course Exercise Files

Traffic lights

Read about what's good

what should give you pause

and possible dealbreakers

Covers organization charts, cross-functional flowcharts, and other diagrams, which are essential for business communication and project management

Starts with the Visio workspace and gradually introduces automation features, themes, styles, and data linking, which allows learners to progress at their own pace

Focuses on Visio 2019, which may not cover the latest features available in newer versions of the software

Includes downloadable exercise files, which allows learners to practice and reinforce their understanding of Visio concepts

Explores shape data, external data integration, and hyperlinks, which are useful for creating interactive and informative diagrams

Teaches the Microsoft Ribbon, Quick Access Toolbar, and Backstage View, which are consistent across Microsoft products and may be familiar to some learners

Reviews summary

Solid visio training for professionals

According to learners, this course is a highly effective (positive) resource for mastering Microsoft Visio 2019, particularly for those starting out or needing a comprehensive refresher. Students frequently praise the instructor's clear and engaging style (positive), which makes complex topics easy to understand (positive). The inclusion of downloadable exercise files (positive) is highlighted as a significant benefit, allowing for valuable hands-on practice (positive). While the course is widely considered excellent for beginners (positive) and covers core functionalities comprehensively, some students felt the coverage of certain advanced features (warning) could be explored in greater depth.

Downloadable files aid practical application.

"Working with the provided exercise files made the concepts much easier to understand and apply."

"The downloadable exercises allowed me to practice everything discussed in the videos."

"I found the exercise files incredibly helpful for reinforcing what I learned."

Covers all fundamental Visio features thoroughly.

"This course gave me a solid understanding of all the fundamental Visio tools I need daily."

"It covered the workspace, shapes, connectors, and core drawing features very well."

"I now feel confident using the basic and intermediate features of Visio after this course."

Course provides a strong foundation for new users.

"As a complete beginner to Visio, this course was exactly what I needed to get started."

"It starts from the absolute basics and builds up logically for new users."

"Perfect introduction to Visio if you have no prior experience with the software."

Instructor's explanations are consistently clear.

"The instructor is very clear and easy to follow, making the learning process smooth."

"He explains things in a simple, step-by-step manner that's easy to grasp."

"I really appreciated the instructor's clear delivery and well-structured lessons."

Advanced topics may lack detail for some users.

"While great for basics, I felt the advanced sections, like data linking, could have gone into more detail."

"The 'advanced' part wasn't quite as deep as I hoped, especially for experienced Visio users."

"Could use more complex, real-world scenarios in the advanced modules."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Microsoft Visio 2019 Training - Beginner to Advanced with these activities:

Review Basic Diagramming Principles

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Review the fundamental principles of diagramming to better understand the purpose and best practices for creating effective visuals in Visio.

Browse courses on Diagramming

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Research common diagram types and their uses.
Study best practices for layout and design.
Practice creating simple diagrams by hand.

Brush Up on Basic Computer Skills

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Refresh your basic computer skills to ensure a smooth learning experience with Visio's interface and functionalities.

Browse courses on Computer Skills

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Review file management techniques.
Practice using the Windows operating system.
Familiarize yourself with common keyboard shortcuts.

Practice Resizing and Connecting Shapes

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Repeatedly practice resizing and connecting shapes in Visio to build muscle memory and improve efficiency.

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Create a new Visio document.
Add several shapes to the canvas.
Resize and connect the shapes in various ways.
Repeat the process multiple times.

Four other activities

Expand to see all activities and additional details

Show all seven activities

Create a Visio Cheat Sheet

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Create a cheat sheet summarizing key Visio shortcuts and features to serve as a quick reference guide during and after the course.

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Identify the most important shortcuts and features.
Organize the information in a clear and concise format.
Design the cheat sheet for easy readability.
Share the cheat sheet with other students.

Design a Process Flowchart for a Familiar Task

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Apply your Visio skills by creating a detailed process flowchart for a task you perform regularly, such as making coffee or submitting an expense report.

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Choose a task to document.
Break down the task into individual steps.
Create a flowchart in Visio representing the process.
Refine the flowchart for clarity and accuracy.

Explore Advanced Visio Features

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Seek out and follow tutorials on advanced Visio features like data linking and custom shapes to expand your skillset beyond the course material.

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Identify advanced features you want to learn.
Find relevant tutorials online.
Follow the tutorials step-by-step.
Experiment with the features in your own projects.

Develop a Custom Visio Template

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Create a custom Visio template tailored to a specific industry or task to demonstrate your mastery of the software and its customization capabilities.

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Identify a need for a custom template.
Design the template layout and elements.
Implement the template in Visio.
Test the template thoroughly.

Career center

Learners who complete Microsoft Visio 2019 Training - Beginner to Advanced will develop knowledge and skills that may be useful to these careers:

Systems Analyst

The work of a systems analyst involves the analysis and design of information systems, and this course will be very helpful to them. This course provides systems analysts with the ability to use Microsoft Visio to create diagrams, including flowcharts and network diagrams, which are critical to visualizing system architectures and processes. The course's deep dive into how to connect and resize shapes, add text, and use automation features will allow system analysts to document system processes and data flows clearly and accurately. Proficiency with Visio, which can be gained in this course, will enhance a systems analyst’s ability to communicate complex technical information and contribute to system design. The training on working with external data in Visio, as presented in this course, may also be helpful in the creation of dynamic system diagrams.

See salaries and explore the career path for Systems Analyst

Technical Writer

A technical writer often uses diagrams and charts to illustrate complex information, and this course will likely benefit one in that role. This course, which concentrates on Microsoft Visio, provides a technical writer with the skills to create clear and professional visuals for documentation. The ability to create organization charts, flowcharts, and cross-functional diagrams using the software discussed in this course will enhances a technical writer's capacity to explain complex ideas. A technical writer must also work with text and add clarity to their diagrams, skills learned in this course. Furthermore, the skills in working with themes, colors, and shapes to customize the look of diagrams will also help them in their documentation.

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Operations Manager

An operations manager is concerned with the efficiency of business processes, and this course may help them in that role. This course, on Microsoft Visio, will allow an operations manager to create flowcharts, organization charts, and other types of diagrams to map out current processes or plan for new ones. The course's emphasis on connecting and resizing shapes, adding text, and using automation features will improve an operations manager's ability to visually represent complex operational workflows. The skills learned in this course may enhance the ability of an operations manager to analyze, improve, and communicate process information. Learning to use Visio effectively can help improve documentation of production details.

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Compliance Officer

A compliance officer often documents and analyzes company processes, and this course may be beneficial. This Microsoft Visio course will help a compliance officer to create flowcharts and other diagrams that accurately represent company processes, policies, and compliance requirements. The course's emphasis on organization charts, cross-functional flowcharts, and using shapes and connectors may be particularly useful in mapping out how a company meets its obligations. Learning to connect shapes, add text, and use automation features, skills taught in this course, may also enhance their ability to document and communicate compliance workflows. The skills learned in this course will improve a compliance officer's documentation and communication of compliance procedures.

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Project Manager

Project managers must often create visual aids to plan and track projects, and this course may be useful to them. This course, focusing on Microsoft Visio, will help a project manager develop visual tools to map out project timelines, resource allocation, and workflows. The training in creating flowcharts, organizational charts, and using shapes and connectors will directly help a project manager present complex project plans in an easily digestible format. Project managers benefit from the ability to clearly present their work and the ability to learn Microsoft Visio in this course may allow them to do so. This course's instruction on working with shapes, aligning objects, and adding text is also helpful for the visualization of project details.

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Management Consultant

Management consultants need to create clear presentations and visualizations for clients and this course can equip them with those skills. This course will help a management consultant use Microsoft Visio to create professional diagrams, including process flows, organizational structures, and other visual aids. The training in creating organization charts, flowcharts, and using shapes and connectors will enable a management consultant to present complex information clearly and concisely. With this course a consultant may improve their capacity to document and analyze business processes using diagrams. This course's focus on working with themes and styles may also aid in creating visually appealing presentations.

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Quality Assurance Analyst

A quality assurance analyst is concerned with process and workflows, and this course may be valuable to them. This Microsoft Visio course will help a quality assurance analyst to create professional diagrams, including process flows, system designs, and audit trails. The training in creating flowcharts, cross-functional diagrams, and using shapes and connectors will enhance the ability of a quality assurance analyst to visually represent complex information. The course's deep dive into connecting shapes and adding text, along with automation features, will allow a quality assurance analyst to document processes and workflows clearly. Learning Visio, as provided by this course, is valuable for the documentation of process workflows.

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Project Coordinator

A project coordinator often assists in project planning and documentation, and this course may be helpful to them. This course's emphasis on Microsoft Visio may help a project coordinator develop visual formats for project plans, resource allocation, and workflows. The training in creating flowcharts, organizational charts, and using shapes and connectors may directly improve how a project coordinator can present project information. The skills of connecting shapes, adding text, and using automation features, which are learned in this course, will enhance their ability to clearly document project details. The course may also improve ability to work with themes, styles, and colors to create professional and easily understood project documentation.

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Business Analyst

A business analyst often creates diagrams and flowcharts to document and analyze business processes, and this course may be useful to them. Learning to use Microsoft Visio, as taught in this course, allows a business analyst to visualize workflows, organizational structures, and process flows. The course's focus on creating organization charts, cross-functional flowcharts, and using shapes and connectors directly relates to the documentation and analysis responsibilities of a business analyst. Proficiency with the software will allow a business analyst to communicate complex ideas efficiently and effectively. The course may provide training in the use of external data within Visio, which is vital in the creation of data-driven diagrams.

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Training Coordinator

A training coordinator often develops training materials, and this course may be useful for their work. With the Microsoft Visio skills taught in this course, a training coordinator can create visual aids like flowcharts and process diagrams to enhance training materials. The training in creating organization charts, flowcharts, and using shapes and connectors will enable a training coordinator to explain complex ideas. They will also learn how to connect shapes, add text, and use automation features, which may be useful in professional development training and presentations. This course's focus on adding ScreenTips, comments, and callouts may be beneficial for the creation of interactive training materials.

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Process Improvement Specialist

A process improvement specialist analyzes and improves organizational workflows and this course may help them in that process. A key part of this role involves mapping out existing processes and designing better ones. The Visio skills learned in this course, specifically around creating flowcharts and cross-functional flowcharts, provides a process improvement specialist with the tools needed to both visualize current operations and model potential improvements. The ability to connect shapes, add text, and use automation features in the software will enhance the ability of the process improvement specialist to document processes accurately and communicate them. This course's instruction on aligning shapes and using design features is relevant to creating professional-looking diagrams.

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Instructional Designer

An instructional designer creates learning materials and this course may be useful for them in that process. Learning Microsoft Visio, as presented in this course, helps an instructional designer create visual aids like flowcharts, diagrams, and organizational charts to enhance instructional content. The emphasis on connecting shapes, using automation features, and adding text, as taught in this course, allows for the effective presentation of complicated ideas. The ability to create professional-looking diagrams, as may be learned in this course, will assist an instructional designer in creating engaging learning materials. The course's focus on using themes, styles, and colors will improve how content is presented.

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Information Architect

An information architect designs the structure and organization of information, and this course may be useful in this work. The skills learned in this course on Microsoft Visio will help an information architect to visualize information flows, system structures, and content organization. The course's focus on creating flowcharts, organization charts, and using connectors and shapes will directly improve the ability of an information architect to map out complex information systems. The instruction on aligning objects, adding text, and working with shapes will also be beneficial. This course may be particularly valuable for modeling information systems and workflows.

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Data Analyst

Data analysts often need to visualize data flows and processes, making this course helpful for them. By learning Microsoft Visio, as taught in this course, a data analyst can create flowcharts and process diagrams to visually represent data pipelines, workflows, and system interactions. The course's emphasis on connecting shapes, adding text, and using automation features can assist a data analyst in making clear and informative visualizations. The skills in creating cross-functional flowcharts will enhance communication of data flow. This course may be useful as it provides instruction on using external data within Visio, allowing a data analyst to create dynamic visualizations.

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Software Developer

A software developer needs to visualize system designs and data flows, which makes this course potentially helpful. This course on Microsoft Visio will enable a software developer to create diagrams like flowcharts and system diagrams to map processes and code structures visually. The course’s instruction on connecting shapes, adding text, and using automated features may help in the clear documentation of software design. This course may assist in the development of software diagrams. Furthermore, the skills gained from this course may allow a software developer to better communicate complex technical information through professional diagrams, especially in areas of system workflows and data flow.

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