Microsoft Office VISIO 2021: Shapes

Name: Microsoft Office VISIO 2021: Shapes
Author: Ali Green

Learn how to create a process using a basic flowchart

Preview the first lesson free — get full access to all 3 lessons.

Course: On-Demand

Hello, this is Ali Green. And in this lesson, we're gonna create a basic flowchart. And the theme of our basic flowchart will be the hiring of a candidate and the process of hiring a candidate. We're gonna come up to the top and work our way over to File. We're gonna come down to New, and we're gonna come over to the right and click on Basic Flowchart. And if we happen to not find our Basic Flowchart, we can always do a search for it. Let's click on Basic Flowchart. We have our blank page selected, and we're gonna hit Create. And on the left, we wanna make sure we have our Basic Flowchart Shapes and our stencil selected, and we have our shapes here. And let's create a title at the top. Go to Insert, click on Text Box. Your mouse is going to turn into a plus sign, and we're gonna drag a title across the top. And we're gonna type in Hiring a Candidate. Okay, let's click away and click back on that text box. Going over to Home, change the size. A 48 will do. And let's get started on our flowchart. So the first that we have to bring over is the start and the end. Let's grab our start and end shape. And a quicker easy way for us to zoom in is to hold down the Ctrl key and scroll up on the mouse wheel. And let the Ctrl key go, and just scroll up to our shape. Click on your shape. And we're gonna report a hiring need. We will need a process. At the top under View, you wanna make sure you have your auto connect on. So we get our four way blue arrows to pop up whenever we hover on our shape. We're gonna hover, and we'll get the first four shapes under our stencil. And we're gonna click on the process. And we're also gonna hold Ctrl and scroll down on our mouse wheel just a little bit. So that's our first shape. And we wanna add three more shapes. There's our process. We're gonna drag our process between our start in and our process shape and let it go. That's our second process. Drag over, third process, and drag in between, fourth process. So there is our four shapes. We also wanna add a document shape to our candidate over here. So we're gonna grab our document, look for the four way arrows. Look for it to slightly darken and let it go. And there we go. So let's fill in the rest of our boxes. We're gonna request or record a hiring need. All right, so record the hiring request. Prepare a job description. Advertise the position. And interview the person. And the person's gonna need a resume. So that's the document. We're gonna scroll down just a bit and add more shapes at the bottom. So again, we're gonna add another process. Let's add our process here. Another process, and another process there as well. So with our process, we haven't made any connections. We also are going to select these shapes. We can drag our selection around 'em, and just nudge 'em down just a bit. Let it go. And we wanna make a connection from this shape to this shape. And we can do that with our connector. Come up to Home. Under Pointer in the Tools section, we're gonna click on Connector. And we're gonna look for the glue points at the end of our shapes, these little gray boxes. If you click on View, you can see the connection points are on. Gonna hover, drag at the end, and all the way to the left shape right over here, and let go. Awesome. Here's our three shapes. We're gonna scroll down a bit, and let's make more connections. And more connections. And we'll also drag over our decision shape in between these two. We'll also hover, and hover on the arrow, and we'll put on our last shape. We'll click on Home and Pointer Tool. So this is our process. Now, we're gonna click in our boxes, and we're gonna type in more information. We wanted to select a candidate, make a job offer. And this is a decision for our candidate. So does the candidate accept the job? And if they don't accept the job, we'll have to go back to our pool of candidates. So we'll click on our Connector under Home, hover at the bottom of our connector, and drag from one side to the other, just like this, and make our connection points. And we're gonna click on our Pointer Tool. Now, if this happens to not, if our candidate happens to not accept, we wanna mark this as a no. Let's undo that shape. We're gonna click on our line and start typing a no. So just like our shapes, you can just start typing in your information. So let's hire a candidate. And that's the end. And we've just created a hiring process with our flowcharts. Thank you guys for watching.

Beginner Provider : Ali Green 3 Lessons · 12m in Arabic, German, English, Spanish, French, Portuguese, Chinese

Course Description

Plenty of questions come up when a company look to hire a new candidate: What are the best steps to organize the hiring process? What are the next steps if a candidate accepts the position? And steps should you take if the candidate rejects the offer? In these lessons, you’ll learn how process flowcharts answer these questions by providing an easy-to-follow diagram that accounts for every choice at each step in the process.

In these lessons, you’ll learn how to design a basic flowchart for walking through the steps of a hiring process. We’ll also take a look at our Shape Layers panel and learn how to separate our shapes and place them on different layers for the purpose of more control of them. We will also learn how to quickly copy, duplicate and paste our shapes within a drawing for the purpose of saving time.

What You'll Learn

Design a basic flowchart to walk through the steps of a hiring process
Describe the creative process for building a flowchart
Change shapes and use the Shape Layers panel to place shapes on different layers for more control
Copy, paste, and duplicate shapes within a drawing to save time
Map process choices and next steps using an easy-to-follow process flowchart diagram

Key Takeaways

Process flowcharts provide an easy-to-follow diagram that accounts for every choice at each step in a process, such as hiring.
A basic flowchart can be designed to walk through the steps of a hiring process, including what happens when a candidate accepts or rejects an offer.
The Shape Layers panel lets you separate shapes and place them on different layers for more control over them.
Shapes can be quickly copied, duplicated, and pasted within a drawing to save time.

Frequently Asked Questions

What will I learn in this Visio 2021 Shapes course?

You will learn how to design a basic flowchart for a hiring process, describe the creative process for a flowchart, use the Shape Layers panel to separate shapes onto different layers, and use the Copy, Paste, and Duplicate functions for shapes.

What lessons are included in this course?

The course includes three lessons: Creating a Basic Flowchart; Change Shapes and Using Shape Layers; and Copy, Paste and Duplicate Shapes.

What skills does this course cover?

It covers diagramming software, flow process charts, flowcharts, Microsoft Visio, process decision program charts, and process flow diagrams.

What is an example used to teach flowcharting in this course?

The lessons use a hiring process as the example, showing how a flowchart accounts for steps such as organizing the hiring process and what to do if a candidate accepts or rejects the position.