Using Visio To Create Better Process Maps and Use Case Diagrams

by Ivan on July 1, 2010

Last week I showed you how to use Microsoft Visio to create business process maps, use case diagrams, flowcharts. org charts, and other type of documents. This week, we’ll look at text. How to add, change, flip and control the text in your diagrams. For example, if you have a lot of shapes in the same flowchart – and need to add text instructions – it can be hard for the reader to see the text clearly. This makes your diagram looks crowded and hard for business analysts to understand the process flow or use case.

How To Control the Position of Text On Lines

Here is one way to control how text is positioned in your Visio diagrams.

  1. Double-click on the text.
    visio-lines1
  2. Use the slider to move the text along the line.
    visio-lines2
  3. Click the yellow arrow to move the entire block of text along the line.
    visio-lines3
  4. This lets you nudge the text closer to endpoints and to squeeze in more text, especially in tight diagrams where there is not much space.

How To Rotate & Flip Text

Another trick is to flip the text.

  1. Select the blue curved line and do copy/paste.
    visio-straight-lines4
  2. Right-click on the copy and then do Shape, Flip Vertical.
    visio-straight-lines5
  3. This flips copy upside down. Select the line and nudge it until it snaps to the shapes.
    visio-straight-lines6

Remember to use the Format, Line option to control the visual appearance of your diagrams. A few minutes can make all the difference between a boring black and white diagram and a really stunning presentation.

What tips do you have to make Visio diagrams more professional looking?

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  • http://notcolin.wordpress.com/ Colum McAndrew

    Spot on Ivan. I use Visio all the time for complex (and even simple) workflows. Sometimes our UI gets too clever for its own good making it difficult for users to understand the process. A flowchart that allows for all the possible scenarios makes things so much easier to explain.

  • http://www.ivanwalsh.com Ivan Walsh

    Hi Colum,
    I've started to use off-page connectors to link complex maps together. Some are so dense, the only way to get it mapped it create one master map and then small sub-maps.

  • http://notcolin.wordpress.com Colum McAndrew

    I remember having to do that in one scenario a few years ago. It works well. Not too dissimilar to using DHTML effects or hyperlinks I guess.

  • jessdisqus

    Heyy thanks for sharing this information. Definitely this will help a lot. I've used Visio templates and still learning to create such complex diagrams. Those who are looking for such visio templates and add ins can download them at visiotoolbox http://visiotoolbox.com/2010/visio-download.aspx

  • http://www.ivanwalsh.com Ivan Walsh

    Thanks Jess,
    I'll add more Microsoft Visio templates next week.

  • http://www.ivanwalsh.com Ivan Walsh

    Have to look into DHTML :) haven't been into code for ages

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