Beginners Guide To Using MS Visio [6 Step by Step]

Create beautiful flowcharts, wireframes, floor plans, and more with Visio. Learn how to use Microsoft Visio with 6 easy tips and tricks from us. 


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Admittedly, first times are always difficult and kind of confusing, especially if you’re new to the Microsoft Office interface. Even if you have used other apps from the same brand and you’re familiar with its look, Visio could still be a little hard to navigate.


But no worries! This beginner’s guide will be your assistant in figuring out the basics in Visio, so you can become fluent in using it in no time. Even if this is your first time using a diagram-creating app, you’re in the right place to get started.


What Exactly Is Microsoft Visio?


Microsoft Visio is a handy tool, designed to help you create versatile diagrams and flowcharts fit for all projects. No matter if you’re a teacher or an engineer, Visio has all the right tools, shapes, and functions to aid you in your projects. It’s easy to design and customize your own diagrams.


With an array of shapes and editing tools, templates, and themes, you got everything you need to get creative and make an outstanding project with a professional look. What we love about Visio is the cost-free icons and assets provided by Microsoft to create industry-standard, beautiful projects.


Microsoft Visio: Essential Beginner’s Guide (Step by Step)


This guide is written for all versions of Visio, including Microsoft 365 and standalone software. Learn how to get started with the app, and master the basic principles you’ll need when working with this Office tool.


Step 1. Get Started


get staretd

When you open Visio, you’ll be presented with different kinds of templates for different projects. You can set up a Basic Diagram, Basic Flowchart, Organization Chart, Detailed Network, Diagram, Workflow Diagram, Office Layout, Home Plan, and so on. All of those templates include specific tools and stencils related to the particular topic.


So, the first thing you have to do is to figure out if the diagram or flowchart you want to create is related to any of those topics. If it is, then all you have to do to get started is to click on the template. Visio will set up the workspace for you, and all it took was one click of the mouse. 


You can even see more pre-built workspaces if you click on the More templates link. Still not satisfied? There are hundreds of free-to-use templates online for you to download and import into Visio. You can even create your own templates to use for future projects.

get started with visio 

If you don’t see a template that is suitable for your needs, you can choose to start a Blank Drawing. This allows you to build your project from scratch with all different kinds of objects and shapes at your disposal.


Step 2. Set Up the Sheet

set up the visio sheet

Once you’ve chosen a template to work with, you will see a page with a blank sheet in the middle, a Ribbon menu on the top, and a toolbar with Shapes on the left. This is the basic interface of Visio.


If you want to change the shape or orientation of your sheet, just go to the Design tab, and then click on the Orientation tool that’s located on the Ribbon. Choose whether you want it to be in a portrait or in a landscape mode.

get started with visio

To change the size of the sheet, simply click on the Size tool and choose the size you want. You can also pick from industry-standard resolutions and sizes to ensure your work meets the requirements for your job.


Step 3. Start Drawing

start drawing

All you need to do to start creating your diagram or flowchart is to click on More shapes from the toolbar on the left and select the category you need. You can choose from the following categories: Business, Engineering, Flowchart, General, Maps and Floor Plans, Network, Schedule, Software, and Database.


Don’t be afraid to explore all the categories to find t