Answered By: Kate Anderson, Business Librarian
Last Updated: Jan 24, 2019     Views: 5677

In Microsoft Word, PowerPoint, or Excel, you have two options for creating flowcharts. You can either use SmartArt or Shapes from the Insert tab. For example, SmartArt is selected below in Word 2013. (Scroll down for instructions for Shapes.)

Insert Smart Art

Within SmartArt, you'll find an array of graphic options to choose from. The Process option typically is a good choice for flowcharts, but the choice is yours. After selecting the general category, additional options will appear for you to choose from. Think through your project and the process you are describing; choose the design option that best meets your needs. You can always adjust, delete, or insert a new choice later.

Choosing a SmartArt Graphic

After making your choices, the graphic you've selected will appear on the page. At this point, you can add or delete boxes, change the shapes used, and edit colors and fonts.  Click [Text] and type in the text you want to appear in the specific box.

Select Text

For additional instruction:

If using Shapes, select a shape from the menu of options.

Click where you'd like the shape to appear on the page, and drag to the appropriate size. Continue adding shapes and lines to complete your flowchart. Right click on the shapes to access a variety of options to insert text and adjust font options.

For additional instruction:

Comments (1)

  1. Awesome answer! Thanks for posting this information so I can make a professional looking flowchart for the revenue cycle of a PPS in my medical billing & insurance class.
    by Arlene McQuality on May 27, 2015.

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