Microsoft Office VISIO 2021: Creating Callouts and Groups in Drawing

Name: Microsoft Office VISIO 2021: Creating Callouts and Groups in Drawing
Author: Ali Green

Learn how to group and annotate shapes using swimlanes, containers, and callouts

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

Course: On-Demand

Hello, this is Ollie Green, and in this lesson, we're going to categorize our flow chart using our swimlanes and determine which part of the job belongs to a particular person, or a particular position. Let's get started. And we have our flow chart already created. We're gonna come on over to the left and we'll click on our cross functional flow chart shapes and that's gonna include our swimlane. In the event that you don't see it, you'll come on over to more shapes, come on over to flow chart and cross functional flow chart shape. And if we see it, we're A okay, this is fine. So come on over to the left. And what we're gonna do is actually drag our swimlane slightly above the page and there's our swimlane with our title. Now of course, it creates an extra page for us but no worries. We're gonna fix that in just a little bit. We'll drag it up a little bit more. We'll drag over our swimlane underneath and you'll see an orange line that pops up that lets us know our swimlane is going to be part of the title at the top. We're gonna let go, there's our swimlane and we're gonna drag over one more swimlane and we get all three. And we're gonna move this down in just a second but we wanna rename parts of our swimlane. So we're gonna click on title and we'll call this one candidate process. Come on over to our first function, we'll double click and we'll call this one admin. So this job and everything in this lane belongs to the admin. We'll come down to our next line and we'll type in recruiter and we'll come on down to last line and we'll type in hiring manager. And we'll zoom out. Grab our candidate process. And what we wanna do is just drag a selection over all. Gonna hover by the edge and drag down to our page. And we wanna be within a little bit in the margins. Still have it selected, hover at the bottom, look for the two arrows and drag down to the margin, and also hover at the top, drag up. And that swimlane will be even on our page. So all of our lanes will be even. And we can simply just drag our shapes to each particular swimlane. So if we have our hiring manager, he's gonna report to hiring, we're gonna drag him down here. We're also gonna drag down the end of the process as well as getting in touch with the applicant if he makes any changes and decides to take our position that we offer him. Also, any recording of the hiring requests will be by the admin, any preparing of the job. Our interview process will be handled by our recruiter. So we can hover and we can also drag our resume over, the candidate's resume, drag that over. And also, if we're advertising the job, we're gonna hover at the edge, drag that up. Selecting the candidate belongs to the hiring manager. Let's drag that down. And also making the job offer and hiring the candidate. And we've moved our shapes to our swimlane. So our swimlanes, as we said before, will come in handy with separating our shapes, our objectives and putting them into a particular area that they relate to. Thank you guys for watching and I'll see you in the next lesson.

Beginner Provider : Ali Green 3 Lessons · 10m in Arabic, German, English, Spanish, French, Portuguese, Chinese

Course Description

In these lessons, you’ll learn how to arrange and reorder the shapes on your flowchart. We’ll demonstrate how to use shapes to assign tasks to key individuals in an organization. Then you’ll learn how to create annotations and place them next to shapes to provide more detailed information about each process.

We’ll also discuss how to arrange your drawings into swimlanes that help define when and where in the process a step should occur. You’ll learn about the Container tool, which lets you group your shapes by category, and the Callout tool, which lets you add annotations to shapes.

What You'll Learn

Organize and reorder shapes on a flowchart diagram
Arrange diagrams into swimlanes to define when and where a process step occurs
Group shapes by category using the Container tool
Add annotations to shapes using the Callout tool
Use shapes to assign tasks to key individuals in an organization

Key Takeaways

Swimlanes help define when and where in a process a step should occur.
The Container tool lets you group your shapes by category.
The Callout tool lets you add annotations to shapes to provide more detailed information about each process.
Shapes can be used to assign tasks to key individuals in an organization.
Annotations can be placed next to shapes to give more detail about each process.

Frequently Asked Questions

What will I learn in this Microsoft Visio 2021 course?

You will learn how to arrange and reorder shapes on a flowchart, organize diagrams using swimlanes, place shapes in containers, and add annotations to shapes with callouts.

What tools does this course cover?

The course covers the Container tool, which lets you group shapes by category, and the Callout tool, which lets you add annotations to shapes.

What are the lessons in this course?

The lessons are Group Shapes in a Swimlane, Group Shapes in a Group, and Add Callouts to a Shape.

What are swimlanes used for in Visio?

Swimlanes help define when and where in the process a step should occur.

What software skills relate to this course?

Related skills include Microsoft Visio, ConceptDraw Pro, Microsoft Paint, Sketchflow, Drawing, and Working Drawings.