Adding callouts for annotations

We sometimes need to add extra annotations to our diagrams, which could be done by just adding text blocks onto a page, but often these notes are related to specific process shapes. In this case, we can add callout shapes to our process diagram that are associated with these process flowcharts and BPMN shapes. The two shapes should remain glued to each other when they are moved. Interestingly, Visio’s desktop and web versions provide quite different Callouts stencils. In either case, it is generally good practice to glue callouts to their target shapes because they keep the relationship between them, and code could be written to export all of the steps and their associated callout information later if required.

Getting Callout shapes in Visio for the web

The callout shapes in the web version merely have a leader that can be repositioned near a target shape. However, searching for callout displays a horizontal and vertical of a Simple callout...