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You will create custom elements and a custom template, represent external data as a drawing, and share your work with others.

  • Course Start Date: 2020-08-18
  • Time: 09:00:00 - 16:00:00
  • Duration: 1 Day(s)
  • Location: Ottawa
  • Delivery Method(s): Instructor Led

Course Outline


This course is designed for a person who has an understanding of the basic workflow and the concept of end-to-end flowcharting.


Course Length: 6hrs (1 Day)
Microsoft Visio has advanced features which can be used by those with more specialized requirements. Simplify your complex processes with professional diagrams made in just a few clicks, or create elaborate flowcharts and organization charts with ease by mastering some of the more advanced drawing tools available in this incredibly useful program. Learn how to use Gantt Charts to track projects and illustrate schedules.

Learning Objectives:
In this course you will explore and utilize some of the more advanced tools available in Visio to create and organize your business diagrams. You will learn how to improve readability by using containers and callouts, and how to organize your shapes with layers. You'll also create various process and organization diagrams and flowcharts, and learn how to create Gantt Charts effectively. You will:
- Create specialized diagrams by expanding on your shapes with fields, screen tips, and hyperlinks
- Improve organization and readability by adding and working with containers
- Insert and modify callouts to annotate your diagrams
- Use layers to organize related shapes on a drawing
- Display information about data sources by linking data to shapes and using data graphics
- Create various types of diagrams, such as Process Diagrams, Cross-Functional Flowcharts, Organization Charts, and Workflow Diagrams
- Create and work with Gantt Charts to illustrate project schedules and track their progress
Target Student:
Those users with more specialized drawing and design requirements will benefit from learning these advanced Visio features and tools. This level 2 course is for those who would like to streamline company processes and to outline the management of projects in such a way as to increase productivity, communication, and overall inter-departmental coordination. 
Course Outline:
Section 1: Doing More with Shapes

Using Paste Special
Inserting a Field
Adding ScreenTips
Adding Hyperlinks
Section 2: Working with Containers
Adding a Container
Adding Shapes to a Container
Removing Shapes from a Container
Changing the Style of the Container
Resizing a Container
Disbanding the Container

Section 3: Adding Callouts

Inserting a Callout
Moving a Callout
Changing the Position of the Callout Line
Resizing a Callout
Changing the Callout Style

Section 4: Using Layers

Adding a Layer
Showing and Hiding Layers
Activating a Layer
Preserving Group Member Layers
Coloring Layers
Locking Layers

Section 5: Linking Data to Shapes

Manually Adding Data with the Shape Data Window
Manually Linking Shape Data
Automatically Linking Shapes to Data
Refreshing the Data Source
Removing Data Links

Section 6: Using Data Graphics

Inserting Data Graphics
Creating Custom Data Graphics
Editing Data Graphics
Removing Data Graphics

Section 7: Creating Process Diagrams

Creating a Process Diagram
Adding Shapes
Creating New Subprocesses
Linking Subprocesses
Editing Subprocess Links
Checking the Diagram for Errors

Section 8: Creating Cross-Functional Flowcharts

Creating a Cross-Functional Flowchart
Adding Swimlanes and Separators
Adding Shapes
Changing Diagram Orientation and Direction
Modifying Swimlane Margins
Choosing a Flowchart Style

Section 9: Creating Organization Charts

Creating an Organization Chart Manually
Creating an Organization Chart with the Wizard
Adding Shapes
Adding Images
Changing the Shape Style

Section 10: Doing More with Organization Charts

Modifying the Layout
Changing the Spacing
Modifying Positioning
Creating and Using a Synchronized Copy
Comparing Charts

Section 11: Creating Workflow Diagrams

Creating a Workflow Diagram
Adding Shapes
Importing SharePoint Workflows
Exporting Workflows to SharePoint
Creating Stage Outlines

Section 12: Creating Gantt Charts

Creating the Gantt Chart
Entering Tasks, Dates, and Durations
Adding Rows
Adding Columns
Configuring Working Time

Cancellation Policy

Compuease Cancellation Policy

CompuEase works hard to schedule our training and other services around your convenience. With that in mind we have the following cancellation policy for all booked training.  Notice of cancellation must be received by CompuEase 10 working days prior to the confirmed date for a no financial penalty to be incurred.  Registrants who wish to reschedule their course may do so at least 10 working days before the commencement of their course providing the course fee is paid within 30 days following the originally scheduled date of the course.   

Training Location

CompuEase Training Classroom
130 Albert Street Suite 801

Ottawa, ON

About CompuEase Inc.


CompuEase has been providing first class software and professional skills training to the Ottawa and Quebec area since 1988 and is now recognized as one of the most esteemed Training Centres of its kind in the region. Working closely with both the public and private sector, we offer both onsite public training at our conveniently located downtown Ottawa training centre and private and one-on-one training online or onsite.

The benefits of training with CompuEase are:

  • Fast, quality customer service
  • Highly skilled, experienced and professional trainers
  • A public class schedule, with guaranteed-to-run classes that run often
  • Learn or Come Back Free policy on all public classes
  • 24/7 After Training Support for all software training
  • Both Software and Professional Skills training
  • Training in both official languages

We offer a variety of FREE tools. We invite you to subscribe to our YouTube Channel, register for one of our free webinars, and stay up-to-date on our regular Blog posts.   

For special WORKING FROM HOME TRAINING RESOURCES, please visit our Covid-19 Resource Page where we constantly update all the training and free tools we have to offer in order to help you thrive and be productive even during the Covid-19 Pandemic.

Training Provider Rating

This vendor has an overall average rating of 4.32 out of 5 based on 231 reviews.

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Geoff was a great instructor and very knowledgeable. Loved the 1 on 1 option which allowed me to complete 2 courses in 1 day.
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Lori was excellent!
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I think I underestimated my own knowledge of the program. This is not necessarily at the fault of the course or training provider.
I found the instructor very informative and she addressed all of my questions and concerns.
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Instructor and venue were excellent. Made a full day training course enjoyable.
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The building itself is pretty dingy, but the instructor made up for it!!
Too much information in one day - instructor had to race through material, skipping some of it entirely. Start delayed by 20 minu ... Read more

Too much information in one day - instructor had to race through material, skipping some of it entirely. Start delayed by 20 minutes due to course material not having been properly loaded on computers. These issues continued throughout class, ie some of my important menu tabs were in french, others in english. I had requested an English class. Another student had Excel 2007 instead of Excel 2010, when the rest of us and the instructor were working with 2010. I would have liked to continue to 4:00, but the instructor made it clear that her preference was to leave at 3:30, so no one said anything. The windows had to be opened because the room was too warm, but the people next to the windows were wearing their coats because they were too cold.

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