![]() ![]() ![]() ![]() To do this, go to Insert > Text > Text Box and position the text box next to the diamond shape. In our example, we wanted to keep things simple and decided to modify only the overall theme of our diagram from Design > Themes, but don’t let that stop you from trying out the many alternatives available for the background and layout of your graphic.Īlso, remember to add “yes/no” or “true/false” text boxes near the diamond (decision) shapes to indicate the possible outcomes of the process steps. If you want to change the background of your diagram or further customize its colors, you can do so from the Design tab where you will find a variety of related options to choose from. To customize fonts, use the formatting functions from the Home > Font section on the Visio ribbon. If you want to map out your process in more detail, you can use Separators from the Flowchart Shapes section to define stages.Double-clicking on an arrow will automatically draw a straight connector to the nearest shape found in the direction of the arrow. ![]() Then, use your cursor to draw a connecting line in the direction of another shape by pressing and holding either its left or right button and dragging the cursor towards the destination object ( see Figure 2 below). To do this, click on any of the four arrows ( Up/Down – Left/Right) that become visible upon selecting any shape and hover over it ( see Figure 1 below). When the shape is positioned correctly, the swimlane will be highlighted in green.ĥ. Add connectors to create a process flow. In the Basic Flowchart Shapes section on the left, choose the desired shapes for your process steps or elements and drag & drop them into their corresponding swimlane. You can customize the text as needed: change size, color, or style using the options in Home > Font. below) and will allow you to see all the activities assigned to one particular team at a glance. These labels will help you easily group your tasks (shapes) by owner (as shown in Step 4. To rename any swimlane, simply double-click on its label bar and type in the new title, which can be the name of your teams, for instance. Label the swimlanes.Īs you can see, the swimlanes of your Visio diagram have default titles (“ Function ”). Then, drag the swimlane and drop it when you see the orange connector showing at the location where you want to place it. To move a swimlane and the shapes in it, you first need to click on the label bar until a grey highlight shows around the swimlane. If you want to change the length of a swimlane, drag the end line (the vertical line on the right) until the container reaches the desired dimension. To change the width of a swimlane, drag any of its separator lines (in our case, the horizontal ones). Drop it onto an empty area of the diagram when you see the orange connection indicator appear in the place you want your swimlane to be. Now the basic outline of your diagram is generated.įrom the Shapes window on the right, add as many bands as you need by dragging a Swimlane shape. For this demonstration, we’ve selected the Horizontal Cross-Functional Flowchart option. You can opt for the horizontal or vertical orientation of the swimlanes. To start building your swimlane diagram, click on Cross-Functional Flowchart. When you open Visio, you will immediately see a list of various charts and diagram templates. How to manually make a swimlane diagram in Microsoft Visio 1. Manually make a swimlane diagram in Visio To move the text independently of the shape, go back to the Text Block Tool. If you use the Pointer Tool to drag the text, the shape will also move. When you’re done, click the Pointer Tool buttonĪfter you switch back to the Pointer Tool button, the text keeps the same position relative to the shape. On the Home tab, in the Tools group, click the Text Block toolĬlick the connector that has text your want to rotate or move.ĭrag the text block to move it, or rotate it using the Rotation Handle Here’s how to do that:Ĭlick an empty area of the page to deselect anything that may be selected. Most likely you’ll need to rotate or move text on your connector lines. If you anticipate moving shapes a lot, consider making a dynamic connection instead of a point connection. Make dynamic connections instead of point connections Right-click the connector, and then click Set Connector Type. For example, you can change from an Association to a Directed Association. If you do not need all the text boxes, delete the ones you don’t need. When you’re done, four text boxes appear where you can add details. If needed, right-click the connector and select Show Multiplicity. If a connector is taking too many turns, right-click it, and then click Straight Connector. ![]()
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