Software for process charting




















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Lucidchart's intuitive software helps you spend less time charting so you can focus on what really matters. Note You can also automatically create a basic flow chart from data by using a Data Visualizer diagram in Visio.

For more information, see Create a Data Visualizer diagram. The Basic Flowchart template in Visio comes with shapes that you can use to show many kinds of processes, and it is especially useful for showing basic business processes like the proposal development process shown in the following figure.

In addition to the Basic Flowchart template, Visio provides a variety of templates for more specific kinds of diagrams, such as data flow diagrams, timelines, and software modeling.

Connect the flowchart shapes by holding the mouse pointer over the first shape, and then clicking the small arrow that appears that points to the shape you want to connect to. If the second shape is not directly across from the first shape, click and hold the small arrow, drag it to the second shape, and drop the connector in the middle of the second shape. To add text to a shape or connector, select it, and then type.

When you are finished typing, click on a blank area of the page. To change the direction of a connector's arrow, select the connector, and then, on the Shape tab, in the Shape Styles group, click Line , point to Arrows , and select the arrow direction and style that you want. Each shape on the stencil represents a different kind of step in a process. However, there is no standard, universal meaning for the shapes — any shape can carry whatever meaning is agreed on by the people who will create and read the flowcharts.

Most flowcharts tend to use only three or four of the shapes, unless there is a clear business reason to use more. That said, Visio shapes have names that suggest their most common uses. Here are some of the most common shapes:. Process This shape represents a typical step in your process. This is the most frequently used shape in almost every process. Decision This shape indicates a point where the outcome of a decision dictates the next step.

There can be multiple outcomes, but often there are just two — yes and no. Subprocess Use this shape for a set of steps that combine to create a sub-process that is defined elsewhere, often on another page of the same document. This is useful if the diagram is very long and complex. Data This shape indicates that information is coming into the process from outside, or leaving the process. On-page reference This small circle indicates that the next or previous step is somewhere else on the drawing.

This is particularly useful for large flowcharts where you would otherwise have to use a long connector, which can be hard to follow. Off-page reference When you drop this shape onto your drawing page, a dialog box opens where you can create a set of hyperlinks between two pages of a flowchart or between a sub-process shape and a separate flowchart page that shows the steps in that sub-process.

Each shape on the stencil represents a different step in a process. Visio includes many other, specialized stencils and shapes that you can use in your flowchart diagram. For more information about how to find more shapes, see Use the Shapes window to organize and find shapes. Subprocess Use this shape for a set of steps that combine to create a sub-process that is defined elsewhere, often on another page of the same drawing. Note: Can't find the shape you need? To learn about how to find other shapes, see Use the Shapes window to organize and find shapes.

Note: See the section What the flowchart shapes represent for information on which shapes to use for each step. Drag from a connection point on the first shape to a connection point on the second shape. The connector endpoints turn red when the shapes are connected. By default, connectors are set to Right-Angle so that if you connect a single point on one shape to three other shapes it will look like the figure below. To have each connector radiate straight from the central point on the first shape to points on each of the other shapes you need to set the connectors to Straight Connector as shown in the following figure.

For each shape you want to connect to, drag from the same connection point on the first shape to a connection point on each of the other shapes. To return to normal editing, on the Home tab, in the Tool group, click Pointer Tool. To change the direction of a connector's arrow, select the connection, and then in the Shape group, click the arrow to the right of Line , point to Arrows , and select the arrow direction that you want.

The easiest way to print a flowchart that is larger than your printer paper is to print it onto multiple pieces of paper and then tape the pieces together.

Before you start to print, it's important to make sure that the drawing page, as it appears in Visio, contains the whole flowchart. Any shapes that hang off the edge of the Visio drawing page will not print. On the Print Setup tab, in the Printer paper box, select the paper size you want if it isn't already selected. In the Preview group, click Single Tile to see how your drawing will print on each sheet. You can switch between pages by clicking Next Tile or Previous Tile.



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