Phone tree template
 

I am in need of "phone tree" that I can edit using the telephone numbers of
people in my association. I've searched the web and the template site of m$
and cannot find any templates of this nature. Can someone please point me in
the right direction. Thank you.

Answer: Phone tree template
 

Hi there! I'd be happy to help you create a phone tree template in Microsoft Excel. Here are the steps:

1. Open a new Excel workbook and create a new worksheet.
2. In the first row, create column headers for the name, phone number, and any other relevant information you want to include (such as email address or role in the association).
3. In the rows below the headers, enter the names and phone numbers of the people in your association. You can also add any other information you want to include.
4. Once you have entered all the information, you can format the table to make it easier to read. For example, you can use bold or colored text for the headers, or add borders around the table.
5. To make the phone tree, you can use Excel's "Outline" feature. First, select the entire table by clicking on the top left corner of the table (where the row and column headers meet). Then, go to the "Data" tab and click on "Group" in the "Outline" section. Choose "Rows" and set the "By" value to "1". This will group the rows together by name.
6. To create the phone tree, you can collapse the groups by clicking on the "-" sign next to each name. This will show only the name and phone number of the person at the top of each group. To see the full list of names and phone numbers, you can expand the groups by clicking on the "+" sign.

That's it! You now have a phone tree template that you can edit and use for your association. Let me know if you have any questions or need further assistance.

I've created a phone tree using flow chart software in the past. Don't
know if that helps.

"qvltaurus" wrote in message
...
I am in need of "phone tree" that I can edit using the telephone numbers
of
people in my association. I've searched the web and the template site of
m$
and cannot find any templates of this nature. Can someone please point me
in
the right direction. Thank you.

Sorry it does not...maybe you can tell me where to find the flow chart
saftware? Thank You.

"Barb Reinhardt" wrote:

I've created a phone tree using flow chart software in the past. Don't
know if that helps.

"qvltaurus" wrote in message
...
I am in need of "phone tree" that I can edit using the telephone numbers
of
people in my association. I've searched the web and the template site of
m$
and cannot find any templates of this nature. Can someone please point me
in
the right direction. Thank you.

I picked up some cheap stuff at Staples on clearance for $10 at the time, I
think. Do you have access to Visio? I think you can do a Org Chart type
of thing there and kluge it to be a phone tree.

"qvltaurus" wrote in message
...
Sorry it does not...maybe you can tell me where to find the flow chart
saftware? Thank You.

"Barb Reinhardt" wrote:

I've created a phone tree using flow chart software in the past. Don't
know if that helps.

"qvltaurus" wrote in message
...
I am in need of "phone tree" that I can edit using the telephone
numbers
of
people in my association. I've searched the web and the template site
of
m$
and cannot find any templates of this nature. Can someone please point
me
in
the right direction. Thank you.

Office has a org chart capability, which is exactly what a phone tree
also looks like! In XL 2003 it is Insert | Diagram... | Organizational
Chart. In earlier versions or other Office proudcts, it might be
through a different menu item.

--
Regards,

Tushar Mehta
www.tushar-mehta.com
Excel, PowerPoint, and VBA add-ins, tutorials
Custom MS Office productivity solutions

In article ,
says...
Sorry it does not...maybe you can tell me where to find the flow chart
saftware? Thank You.

"Barb Reinhardt" wrote:

I've created a phone tree using flow chart software in the past. Don't
know if that helps.

"qvltaurus" wrote in message
...
I am in need of "phone tree" that I can edit using the telephone numbers
of
people in my association. I've searched the web and the template site of
m$
and cannot find any templates of this nature. Can someone please point me
in
the right direction. Thank you.