How to Make Flow Charts in Word

how to make flow charts in word
by CJ McDaniel // October 9  

Creating flow charts is essential for visualizing processes, organizing workflows, and improving communication. Microsoft Word, a widely used word-processing software, offers a range of tools to create stunning and professional flow charts. Whether you’re a student, business professional, or simply interested in learning a new skill, this step-by-step guide will show you how to make flow charts in Word efficiently and effectively.

Why Use Flow Charts?

Before diving into the mechanics of creating flow charts in Word, it’s essential to understand why flow charts are valuable:

  • Visual Clarity: Flow charts present information visually, making complex processes easier to understand.
  • Organization: They help organize tasks, decisions, and actions sequentially.
  • Efficiency: Flow charts can identify bottlenecks and streamline processes.
  • Communication: They make it easier to communicate processes and procedures clearly and concisely to others.

Getting Started with Microsoft Word

First, ensure you have Microsoft Word installed on your computer. You can purchase and download it from Microsoft’s official website if you don’t already have it. Once installed, open a new Word document to create your flow chart.

Step-by-Step Guide: How to Make Flow Charts in Word

Step 1: Open a New Document

  • Launch Word and open a new blank document.

Step 2: Access the SmartArt Tool

  • Navigate to the “Insert” tab located in the top toolbar.
  • Click on “SmartArt” in the “Illustrations” group. This opens a dialog box with various SmartArt graphics options.

Step 3: Choose a Flow Chart Layout

  • Select the “Process” category from the options on the left in the SmartArt dialog box.
  • Choose a flow chart layout that meets your needs. Standard options include “Basic Process,” “Vertical Chevron List,” or “Cycle.”
  • Click “OK” to insert the selected layout into your document.

Step 4: Customize Your Flow Chart

  • Add Text: Click on the shapes in the flow chart to add text. This can include process steps, decisions, or actions.
  • Resize Shapes: Click and drag the corners of a shape to resize it.
  • Add Shapes: To add more shapes, click on an existing shape, go to the “SmartArt Tools” tab, and click “Add Shape.” You can add shapes before, after, above, or below the selected shape.

Step 5: Format Your Flow Chart

  • Change Colors: Go to the “Design” tab under “SmartArt Tools” and choose from various color schemes.
  • Change Styles: Also under the “Design” tab, select different SmartArt Styles to change the appearance of your flow chart.
  • Text Formatting: To properly format the text, select it and utilize the tools in the “Home” tab, such as altering the font, size, and color.

Step 6: Use Shapes and Connectors

While SmartArt is a quick way to create flow charts, using Shapes and Connectors gives you more flexibility.

  • Insert Shapes:
  • Go and navigate to the “Insert” tab and select “Shapes.”
  • Select from a range of shapes, such as rectangles (for representing steps), diamonds (for indicating decisions), and arrows (for showing connections).
  • Draw Shapes:
  • Click on your chosen shape and then click and drag it into the document to draw the shape.
  • Connect Shapes:
  • Use arrows to connect shapes. Go to “Shapes” and choose an arrow connector.
  • Drag and drop one shape onto another to establish a connection between them.

Step 7: Adjust Layout and Alignment

  • Align Shapes: To make your flow chart look professional, align the shapes:
  • Click on a shape, hold down the “Ctrl” key, and click on other shapes to select multiple shapes.
  • Go to the “Format” tab and select the “Align” option. From there, you can choose from various alignment options such as “Align Left,” “Align Right,” “Align Center,” and more.
  • Distribute Shapes: If the spacing between shapes is uneven, select the shapes, go to “Align,” and choose “Distribute Horizontally” or “Distribute Vertically.”

Step 8: Save and Share

  • Save Your Work: Go to “File” and click “Save As.” Choose the location where you want to save your document, name your file, and click “Save.”
  • Export as PDF: To share your flow chart as a PDF, go to “File,” click “Export,” and select “Create PDF/XPS.”

Tips for Effective Flow Charts

Clarify Your Purpose

Before you start, clearly define what you want your flow chart to achieve. Are you mapping out a work process, illustrating a decision-making process, or outlining steps in a project?

Keep It Simple

Avoid cluttering your flow chart with too much information. Aim for simplicity and clarity. Each step or decision should be easy to understand.

Use Consistent Shapes

Use the same shapes for the same types of actions. For example, always use rectangles for process steps and diamonds for decisions. Consistent use of shapes helps readers follow the flow chart easily.

Label Everything

Ensure every shape and connector is labeled. This leaves no room for confusion and makes the flow chart self-explanatory.

Test Your Flow Chart

After completing your flow chart, test it by following the steps to see if it flows logically and reveals any gaps or redundancies. Make necessary adjustments based on this review.

Frequently Asked Questions Related to How To Make Flow Charts In Word

Q. What is a flow chart?
A. A flow chart is a diagram showing the process steps. It connects different steps using shapes like arrows and boxes.

Q. How do I start making a flow chart in Word?
A. To start, open Microsoft Word, then go to the “Insert” tab. Click “Shapes” to choose the shapes you want for your flow chart.

Q. What shapes should I use for a flow chart?
A. Flow charts often incorporate ovals to indicate the beginning and end points, rectangles to represent processes, diamonds to signify decisions, and arrows to indicate the flow direction.

Q. Can I add text to the shapes in my flow chart?
A. Yes! To insert text, simply click on the shape and begin typing. Alternatively, right-click on the shape and choose the “Add Text” option.

Q. How do I connect shapes in my flow chart?
A. Use arrows to connect the shapes. You can find arrows under the “Shapes” menu. Click and drag to draw arrows between your flow chart shapes.

Q. Can I change the color of the shapes used in my flow chart?
A. Yes, you can change the colors! Right-click on the shape, select “Format Shape,” and then choose the color you prefer from the options available.

Q. How do I resize my flow chart shapes?
A. To resize a shape, click on it. You’ll see little circles (or squares) around the edges. Click and drag these to make the shape bigger or smaller.

Q. Is it possible to move shapes around in my flow chart?
A. Yes! You can click and drag any shape to move it to a different position within your flow chart.

Q. Can I save my flow chart for later?
A. Absolutely! To save your flow chart, select “File,” followed by “Save As,” and indicate the desired location for saving your document.

Q. Can I print my flow chart?
A. Yes, once you’re satisfied with your flow chart, you can print it by clicking “File” and then “Print.” Make sure your printer is connected.

Conclusion

Creating flow charts using Word is a valuable skill that can significantly improve your capacity to convey intricate information clearly and efficiently. Following this detailed guide, you can produce high-quality and visually appealing flow charts that suit your requirements. From starting with SmartArt to customizing shapes and connectors, Word offers a variety of tools to help you produce high-quality flow charts. You can easily streamline workflows, improve communication, and support decision-making processes with practice.

Take some time to explore the various tools and features available in Word, and start creating your flow charts today. Happy charting!

About the Author

CJ grew up admiring books. His family owned a small bookstore throughout his early childhood, and he would spend weekends flipping through book after book, always sure to read the ones that looked the most interesting. Not much has changed since then, except now some of those interesting books he picks off the shelf were designed by his company!