Create a cross-functional flowchart

Use cross-functional flowcharts to show the relationship between a business process and the functional units (such as departments) responsible for that process.

The bands in the flowchart represent functional units, such as departments or positions. Each shape representing a step in the process is placed in the band for the functional unit responsible for that step.

Cross-functional flowchart

What do you want to do?

Create a cross-functional flowchart

Add a functional band

Delete a functional band

Create a cross-functional flowchart

  1. On the File menu, point to New, point to Business or Flowchart, and then click Cross-functional Flowchart.

  2. Choose the orientation you want for the bands in your flowchart, the number of bands (up to five), and whether you want to add a title bar to the top of the bands.

    Note: You can add or delete bands later, but you cannot change from one orientation to another after the diagram is started.

  3. To label the diagram and functional bands, click a field with placeholder text, and then type.

    Tip: To change the orientation of all the labels, right-click the title bar or the border around the flowchart, and then click Display All Band Labels Vertically or Display All Band Labels Horizontally.

  4. You can add new bands or delete unneeded bands.

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Add a functional band

  1. From Cross-Functional Flowchart Shapes, drag a Functional band shape to the boundary of the band where you want it to appear.

    The new functional band snaps into position, and other functional bands on the page reposition accordingly.

  2. With the band selected, type to add a label.

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Delete a functional band

  1. Click the label of the functional band you want to delete, and then press DELETE.

    Note: When you delete a functional band, you also delete all the shapes the band contains.

  2. From Basic Flowchart Shapes, drag flowchart shapes to the appropriate locations on bands or across bands to represent steps in the process.

  3. Connect the flowchart shapes.

    1. Click the Connector tool Button image and then drag from a connection point Connection point image - blue X on the first shape to a connection point on the second shape.

    2. When you have finished connecting shapes, click the Pointer tool Button image .

  4. To label a flowchart shape or a connector, select it, and then type.

  5. To indicate a phase in your process, add a Separator shape.

    1. From Cross-Functional Flowchart Shapes, drag a Separator shape to the place in the flowchart where you want to indicate the beginning of a phase. The shape extends across all the bands.

    2. With the separator selected, type to add a label.

      Tip: To reposition a label, click the Text Block tool Button image , click a label, and then drag it to a new location.

      Note: When you move a separator, all the flowchart shapes to the right of it (or below it, if the orientation is vertical) move with the separator.

  6. You can automatically number the shapes in your flowchart.

    1. In a flowchart, select the shapes you want to number.

    2. On the Tools menu, point to Add-Ons, point to Visio Extras, and then click Number Shapes.

    3. On the General tab, under Operation, click Auto Number. Under Apply To, click Selected Shapes, and then click OK.

      Tip: To number new flowchart shapes as they are dragged onto the page, in the Number Shapes dialog box, click Continue numbering shapes as dropped on page.

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