From the course: Visio 2019 Essential Training

Insert containers and callouts

From the course: Visio 2019 Essential Training

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Insert containers and callouts

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- [Instructor] When you need to draw attention to a specific part of your diagram, maybe add additional information, one option is to add a callout, which is what we're going to do with our software installation workflow. Oh Three Oh Four, if you're catching up. We'll scroll down to the point where we see fill out form, and if we want to be clear about the options for filling out the form, we could insert a text callout. The first step is to select the shape so we know it's attached to that shape, so go ahead and click. Next, we'll go up to insert, and from here, in the diagram parts section, you'll see that callout is an option. Click that. It's a dropdown. You'll see different options, and some of them have boxes. Some are filled boxes. Some have no box, just a line. You can see some are thought bubbles, comments, et cetera. Just hover over these to get a feel for what you're going to get. Let's go to this one here, which is text inside a rectangular box. Give it a click. Now, you can see it has it's own handles, and when we move inside, we can actually click and drag it around. Now, the connection stays in place. You can see it's connected to the shape we had originally selected, and by moving it out here, it might be a little bit easier to read. Now we just double click to get inside, and we can do that for any of our shapes if we want to change the text, but this is the callout that comes with placeholder text, the word text. We need to type in some information like, how about may be completed online or how about a mail-in card, like so. Notice how the box expands to accommodate all of our text. We can click in the background to see what that looks like. And again, we can go back now, click inside and move it around if we wanted to stretch it out. We could also re-size it. Things will fit on less lines that way, until we get exactly what it is we're looking for. I might move this down a little bit, and in. Again, it stays connected. Maybe squeeze it together. I want it to fit on two lines, so I'll go to the minimum width before that happens. There it is. Click on the background to see the end result. Now, of course that can be formatted as well, and a lot of the formatting has to do with the theme that's being used in our diagram, the default theme. These are all things that we can adjust to change the appearance of our diagram. Things we'll be discussing in the next chapter.

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