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Visio Tips and Tricks

via LinkedIn Learning


Discover techniques for how to leverage Visio, the Microsoft diagramming app. Learn how to customize options, master text and annotations, use keyboard shortcuts, and more.

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.


  • Welcome
  • What you should know before watching this course
  • Using the exercise files
1. Make Visio Your Own
  • Decode Visio versions and editions
  • Set Visio options
  • Manage the Drawing window
  • Manage secondary Visio windows
  • Customize the ribbon
  • Customize the Quick Access Toolbar
  • Use the Developer Tab
2. Navigate Like a Pro
  • Be more selective
  • Select with layers
  • Zoom and position the drawing page
  • Navigate in a multipage diagram
  • Navigate page to page with hyperlinks
3. Master Use of Text and Annotations
  • Manage text on shapes
  • Insert text display fields
  • Annotate diagrams with comments
  • Annotate diagrams with callouts
4. Work More Efficiently
  • Master Visio keyboard shortcuts
  • Allign and size shapes on a page
  • Copy, paste, and duplicate shapes
  • Understand 1D and 2D shapes
  • Control lines and connections
  • Manage Connectors and Connection Points
  • Use AutoConnect and Quick Shapes
  • Next steps

Taught by

Scott Helmers

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