Touring the Visio Screen

Quick reference

• 00:04 In this module, we're going to talk about what Visio is,
• 00:07 how to go into the program, and we'll take a tour of the screen.
• 00:11 Visio is a software program that helps you communicate complex information,
• 00:15 in a very visual format.
• 00:16 With Visio, you can quickly create professional flow charts, timelines,
• 00:21 process maps, organizational charts, IT diagrams, floor plans and a lot more.
• 00:28 There's a desktop version and an online version.
• 00:30 In this course, we'll be using the desktop version of Visio.
• 00:33 Now, there are some terms that are specific to Visio.
• 00:38 The diagram and the drawing is the file that Visio makes.
• 00:42 The shape is each individual component of that drawing.
• 00:46 And a stencil is a collection of available shapes.
• 00:49 And that'll become more apparent to you as the course continues.
• 00:53 So, let's go ahead and see different ways to go into Microsoft Visio.
• 00:58 So this assumes of course you have Visio installed on your computer.
• 01:03 Now, sometimes you might see a Visio icon on your desktop.
• 01:08 Sometimes you might have a Visio icon on your taskbar.
• 01:11 Or sometimes you would use the start menu.
• 01:14 Or, if you have Windows 10, you could click on the search area and type in Visio.
• 01:19 So either way is a great way to go into the Visio program.
• 01:22 So I'm going to use the icon that's on my taskbar.
• 01:26 I'm going to click on Visio.
• 01:28 So when you first go into the program,
• 01:31 we can open up a new diagram or a new drawing.
• 01:36 We can open up an existing one.
• 01:38 Then there's different templates that you can use, and
• 01:42 the templates have a collection of stencils that go along with that theme.
• 01:48 So you can make a basic diagram, basic flowchart, and
• 01:52 then there's more templates that you can go into.
• 01:54 Now we're going to start with a blank drawing.
• 01:57 But just be aware that during this course,
• 01:59 I'm going to show you some of those templates.
• 02:01 So let's go into a blank drawing.
• 02:05 And now at this point,
• 02:06 it wants to know whether you're going to use metric units or US units.
• 02:11 So, I'm going to use US units, but
• 02:13 you could always change that within the diagram as well.
• 02:15 So I'll pick on the word create, good.
• 02:19 So now we're into the Visio program.
• 02:22 Let's take a tour of the screen.
• 02:24 So, it's going to be very similar to other Microsoft programs
• 02:28 that you might have worked with.
• 02:30 So up here, we have the Quick Access Toolbar.
• 02:34 So you're going to see how we can easily add icons the Quick Access Toolbar
• 02:39 very soon.
• 02:40 Over here we have the title bar, it's going to be the title of the document or
• 02:45 of the drawing.
• 02:47 If you come over here, you'll see your user information.
• 02:50 And these days, you need a Microsoft account to use Microsoft Visio.
• 02:56 Now, where is says file, and home, and insert.
• 02:59 Those are your tabs or they can also be called menus.
• 03:03 The new word for those is tabs.
• 03:05 So during the course, if I say pick on the Insert tab, we're going to
• 03:09 be right there, or pick on the insert menu is another way to say that.
• 03:13 Notice how each time when I pick on a different menu,
• 03:16 then the whole toolbar changes with different icons.
• 03:19 The new word for the toolbar is the ribbon.
• 03:23 So we can call the icons as the ribbon, or we can call it the toolbar, okay.
• 03:28 Over here is where you're going to have your stencils and your shapes.
• 03:33 Here is the actual drawing that we're going to work on.
• 03:38 Now over here is where we can share the document.
• 03:40 And just like other Microsoft programs, we can share it with OneDrive.
• 03:44 Or you can share it with SharePoint.
• 03:47 Over here is where you can add comments to the document, and
• 03:50 those can be shared as well.
• 03:53 Now down at the bottom of the window we have the status bar.
• 03:56 Okay, now there's different ways we can change the status bar.
• 04:00 Then here we have the pages, they're almost like sheets in the Excel workbook.
• 04:05 We can add pages or manage the pages over here.
• 04:08 That's called the page navigator.
• 04:10 So one drawing can have multiple pages.
• 04:14 Down here we have the horizontal scroll bar,
• 04:18 over here to the left we have the vertical scroll bar.
• 04:21 Okay, and then we have our zoom area over here.
• 04:25 So this gives a good idea of touring the screen.
• 04:29 Now, let's see how we can add an icon to the Quick Access Toolbar, for example.
• 04:33 So, I like that Quick Access Toolbar a lot because
• 04:37 here you can put your favorite icons.
• 04:39 So, let me show you two quick ways to add things to the Quick Access Toolbar.
• 04:44 I'm going to click on that arrow to the right of the Quick Access Toolbar.
• 04:48 And then you can just pick any one of those.
• 04:50 So I'll pick on the word New.
• 04:52 And now the New document icon is on the Quick Access Toolbar.
• 04:56 Okay, so that was really quick and easy.
• 04:58 We're just going to click on that arrow, and
• 05:00 then you can just pick any one of those to add things to the Quick Access Toolbar.
• 05:04 Here's another quick way to add things to the Quick Access Toolbar.
• 05:08 You just right click on one of your icons.
• 05:10 So if I right click on bold, then I'll say add to Quick Access Toolbar.
• 05:15 And now that one is up there as well.
• 05:17 So I just showed you two quick ways to add things to the Quick Access Toolbar.
• 05:21 If you wanted to remove something from the Quick Access Toolbar, for example, I'll
• 05:25 just right click on bold, and I'll say remove from Quick Access Toolbar, right?
• 05:29 So you can add things to that or take things away from that.
• 05:33 Now, another thing that you can customize in this window actually,
• 05:36 there's a lot that you can customize, which you'll find out during the course.
• 05:39 But down here on the status bar,
• 05:42 you can decide what's going to appear on your status bar.
• 05:45 So I'm going to move my mouse down there, and
• 05:47 I'm going to right-click on the status bar, right-click.
• 05:50 Now anything that's checked will be on the status bar.
• 05:54 So you can pick and choose which ones you want to see.
• 05:57 So usually I like to have the page number, the width and the height of the document.
• 06:02 So you can just click them if they're not already checked.
• 06:07 Or if they are checked, you can click them and then it'll uncheck them.
• 06:10 So then you can decide what's going to appear or
• 06:12 not appear on your status bar, okay?
• 06:16 So, just click over here when you're done with that.
• 06:19 In that case, I just right clicked.
• 06:21 And then we can see how to add things to the status bar, or
• 06:25 you can decide what's going to be on there.
• 06:28 So, if you're familiar with a lot of the other Microsoft programs,
• 06:32 you'll see some familiar components in Microsoft Visio as well.
• 06:36 So, now you have an idea of how to go into Microsoft Visio.
• 06:41 Two quick ways to add things to the Quick Access Toolbar, and how to add things to the status bar.

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