We are going to see how we can create a Swimlane Diagram. We see what the stream link is for that we go to the File tab in the backstage view. We are going to click on new. Because we don't have the template here in the most recently used. So we click on new we don't have it here either. We click into the search box this time, and we are going to type in Swimlane here. We go hit enter, and we have the cross-functional flowchart that pops up. We are going to select this, which is true.
How To Create A Swimlane Diagram In Ms Visio? The one we are looking for, we are going to select our units. Then create now, we can see that when we insert, we click on our template. First, we have this kind of chart diagram that is inserted. The reason why it's called swim lane. We can see swim lanes here is, Because the look of it is a little bit. Like, swim lanes within the swimming pool. We can see that we have a cross-functional flowchart. The tab that has been a contextual tab that has been added. Where we have the groups with the commands that are needed for our swim lane diagrams. We can add swim lanes from here Separate pages change the orientation.
Now it is horizontal, and we can make it vertical by clicking arrange group. We can see that it is on the vertical one. Now we can resize or just change the default again of the page is added automatically. We can see that we have the Swimlane inserted. We change the orientation. We go back to the arrange group and back into horizontal. If we want to insert the Swimlane. We can simply either go into the insert group here. Click on swimlane, and we can see that it is horizontal. If we change the orientation to vertical Automatically.
It will readjust to vertical, and we can insert it again. We can also decide to insert a streamline from here. In this case, it would be the vertical One. We can left-click, and drag in, and we can see that we can just insert a new Swimlane this way as well. If we decide that we have too many swimlanes. We can just select one, and double click to select it here. We hit the delete key, and we get rid of it. If we hit again, and we can even hit the Ctrl key to Select more trans and delete. We will have the streamlines that we need. Now we can see that at the very top here. We have the title bar, and if we double-click we can change this title click.
Explore Swimlane feature In Ms visio
How To Create A Swimlane Diagram In Ms Visio? Once we select the whole chart and click a second time. We select the title bar zoom in a tiny bit. So we have a better idea, now we are going to change the title to new. Let's say purchase order, so that will be a new purchase order. Then we are going to change the functions as well. We will have two functions, and this will be the purchaser. We have the vendor, and then we have it on the left-hand side. What we can see are the different stages. If we wish to add any, so this is one Stage, and to give an idea. We could split our swim lanes with separators this way. We could insert different stages.
We can even move it down and reposition it. Now we are just going to select it and hit the delete key at the moment. We are not going to insert any, but just to have an idea of how this works. So we are going to start inserting our shapes up. For example, we start with a start end that we are going to position here. We are going to call complete new purchase order. To complete the new purchase order here. We have our first shape here, and then we are going to create a second Shape. We need to select the whole table because we are going to make it a bit bigger. We are just going to Drag this across, and we arrange this as well.
How To Create A Swimlane Diagram In Ms Visio & Use Different shapes
We have our couple of lanes that are a little bit more space. We can insert another shape here to insert the second one, and that will be a process. We are going to left-click and insert the process. Make it a bit more space here again and remove this to the left. We are going to say that this time this is a request for approval because we need to have the approval. To add and modify here select the shape, hit the right key to move it, or double click to change the text, and that will be between the bracket. So we know what we talked about going forward, and that would be a request for approval.
Request prior approval, and we have our first process. Then we are going to add another Processor or a decision at this point. We are going to left-click and place it here and say to an approved question mark. We have our decision here, and we enter another process again, that we will place here. We can see we have the guides. Again to see that we insert our shapes nicely and align with each other. And that would implement feedback.
Use Connector To Connect shapes in Flowchart
So implement Feedback, and then we will have at the end the create. Once we are done, so we are just going to scroll down a little bit. We are going to insert a document this time, and we are going to place it here. A little bit lower, let's say like this, and we are going to say create appeal create a purchase order. It's pretty mistaken here, so just select and right-click and creates. We Choose and we have this shape inserted as well now.
How To Create A Swimlane Diagram In Ms Visio? We can see, that we have a Certain process here, that has been elaborated written. We are going to insert our connectors. So we need to understand the order things are being done. And that will be we go to the home page at least. We have the connectors always selected. We are going to insert a connector here that goes to this shape this way. Then we are going to have to select and connect the next two shapes. Then we will have this shape that will go to the next shape here. If approved, and then we are going to need it. Because we have two solutions, either yes or no. If no, we go back here, and we are going to scroll down. We say that if yes, we are going to create, and we move it here.
Use Of Shortcut Keys In MS Visio
So we have created already for our purchaser a nice one of the swim lanes. We are just going to enter a couple of the other ones that we have. We are not going to finish the whole chart of the diagram. Or it could take a bit too long. So we are going to give an example, Ctrl 1 to escape the connector pointer, and we go back to the pointer tool. This time we are going to insert that we need a label here. Now if we are going to create the PO is because the label will be yes. If we are going to have a no, which will be here double click. And no we will have to go back again, and at this point what we can do. If we have to create the order.
How To Create A Swimlane Diagram In Ms Visio? We are going to insert another process, and this time it will be in the vendor streamline. In the vendor swimlane, we are going to say receive PO. Then we are going to have the below-created invoice. So we are going to scroll down a little bit, and that will be a document again. That we are going to place below her,e and keep the same distance. We are going to say create invoice and receive invoice will be in the buyer. So we need a process again process, and that will receive an invoice. We are going to end it here. For now, so receive an invoice, and we will have enough of an example. At this point what we need to do is have another couple of our connectors.
How To Create A Swimlane Diagram In Ms Visio & Use Variety of tools in flow chart
We are going to click on a connector within the tools group again. And this will be connected to this next shape where we're going to scroll down a little bit. We are going to insert the connector that will go to the invoice that will create the invoice. And then send it to the buyer, and this should give quite a good example. We are going to do a Ctrl 1 again to go back to the pointer tool mode. We are going to zoom out to see what the result is. We can see that we have a good result. We can select the chart and make it just the right size for the page. We can decide to play with the different things here at the look of our diagram.
we have a phrase here that we are not using, and if we hit delete, we are not going to be able to here. We go delete it. Because of the shape protection container or properties. Prevent the complete execution of this command is something we have seen. while we Were inserting pictures early on so to do this what we need to do. If we want to get rid of the phase bar here. All we have to do is by Being in the cross-functional contextual tab in the design group. We can just untick the show separators which is by default selected. When we unselected it. we can see that we don't have it anymore. If we select it, we have it again.
The same for the title bar, where we have a new purchase order. So if we select it's gone and deselect it select it. We have it again, so this is the way it will look like another important thing. If we decide that it might be a little bit bland that we want to change the design of our chart all. We have to do is go into the design group again. And in style when we click on the drop-down we click. We see that there are different designs, for example, we have this one that we have a different look. Then we could choose another type. Let's see how this one would look like this kind of a look and another once again. All we have to do is move it back again.
How To Create A Swimlane Diagram In Ms Visio Explore design feature
If we want to move the whole chart to one page. We can either drag with the mouse or play with the keys on the left. Right arrows that we have on our Keyboard. So many different options to change, and let's say we're going to keep this quite nice one. Play with the arrows again to have it within our page perfectly. Then if we go to the design tab this time. We can change the whole look of our chart again with these themes that we have available at a glance. We can see I have a live preview this is quite nice. It has a little bit of a shadow below the shapes. We might decide to keep it this way. We can also add some background.
We can see that we have a plain background like this. We could decide to even have instead of inserting a picture. For example, a nice world map that we insert. At this point may be changing the color again too much. A bit more the background that We have. For example, this could be quite nice if it shows enough let's choose it. For now just to give you an idea, and then we have here different layouts. If we want to change completely our process very handy to use. For example, we are going to zoom in and see when we change it in the layout group and see what it looks like.
Use OF Swimlane (Vertical )
So we have our purchaser barrier and vendor processes. So we have changed it literally in a couple of clicks. If we don't like it, we can just go back and change it again. Have an idea of what it will look like. Back again, we can see live previews, and extremely Handy to just readjust complete our charter. we could even add a separator. If we wish to, and we are just going to add one quickly. Just to have an idea left click, and drag where we want to insert it.
We would have an extra separator. We are just going to do a Ctrl Z to bring everything back to normal. Because in this case it really doesn't fit, and we saw a certain behavior with the word map behind. So here we go swimlane extremely powerful and handy. Once it is built, if we're going to change the layouts etc. We can really get fancy in literally a couple of clicks up to us whichever way we like to build it.