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How to Make a Basic Flowchart in Visio (Step by Step)

How to Make a Basic Flowchart in Visio (Step by Step)

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Learn how to make a clean, basic flowchart in Microsoft Visio, step by step. We map a simple leave request process with a start, process steps, a yes/no decision and an end. You will also see the step most people forget: labelling every line that leaves a decision.

Step by step

Intro

  1. Basic flowchart in Visio. In this video, I'll show you how to make a clean, basic flowchart in Visio, step by step. We'll map a simple leave request process, the kind of thing business analysts draw every week.
  2. The Shapes pane. I've opened a blank drawing with the Basic Flowchart Shapes stencil. Everything we need is right here in the Shapes pane on the left.

Start and first step

  1. Add a start. Every flowchart needs one clear starting point. Drag a Start End shape onto the page, and just start typing to name it.
  2. Add a process. Next, the first activity. Drag a Process shape below it. A process shape is one action, so name it with a verb.
  3. Connect shapes. Now connect the two. Visio's auto connect draws the arrow for you, and it stays glued to both shapes when you move them.

Add a decision

  1. Add a decision. The manager has to make a choice, so we use a Decision shape, the diamond. Write the decision as a yes or no question. Connect the review to the decision.

Yes and No paths

  1. The Yes path. If the answer is yes, the leave goes into the team calendar. Drop another Process shape straight below.
  2. Label the line. Connect it, and here's the step most people forget. Label the line. Type yes, so nobody has to guess which way the decision went.
  3. The No path. If the answer is no, the employee gets told why. Put that path off to the side, so the happy path stays straight down the page.
  4. Label the line. Connect it and label this one no.

End every path

  1. Add an end. Finally, every flowchart needs a clear ending. Drop one more Start End shape at the bottom.
  2. Close every path. Connect both paths to the end, so every route through the process finishes somewhere. And the no path too.
  3. Done. Click away to see the finished diagram.

3 rules

  1. 3 rules to remember. And that's it. Three rules to remember. One start, one end, and a label on every line that leaves a decision. If this helped, subscribe for more Visio and business analysis tips.

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