How to Make a Phone Tree Using Microsoft Excel

Techwalla may earn compensation through affiliate links in this story. Learn more about our affiliate and product review process here.
Phone trees are a way to react effectively and quickly to an urgent situation.

Phone trees are a way to reach large numbers of people quickly. It works like a pyramid scheme; if an emergency or other time-sensitive event occurs, the person at the top of the tree calls the people below them and those people call the people below them. Within a short period of time, thousands of people can be reached and informed about the event. Microsoft Excel has a built in Smart Art feature than can create a telephone tree in minutes.

Advertisement

Step 1

Click "Insert" and then click "Smart Art" from the illustrations group.

Video of the Day

Step 2

Click "Hierarchy" and then click "Organizational chart."

Step 3

Click "OK" to insert the graphic into your spreadsheet.

Advertisement

Step 4

Click on the top box and then type the name and phone number for the person at the top of the tree. Click "x" at the top right when you are finished typing.

Advertisement

Step 5

Complete the rest if the tree by clicking on each box and then filling in names and phone numbers.

Video of the Day

Advertisement

Advertisement

references

Report an Issue

screenshot of the current page

Screenshot loading...