Free template

Ivy Lee method template

The Ivy Lee method is one rule: at the end of each day, write the six most important tasks for tomorrow, rank them, and work through them in order, one at a time. Anything unfinished moves to the next day’s list. This template is that list, plus a carry-over check so the same task does not ride along forever.

Wed, Oct 14 · SixAlex
Tomorrow, in order
1. Draft homepage wireframe#Clients2h
2. Send Lumen revised quote#Clients30m
3. Edit studio tour video#Shop90m
4. Reply to wholesale inquiry#Shop20m
5. Spanish lesson 5.1 (part 1)#Spanish15m
6. Order shipping boxes#Shop10m
Today — carried over
Draft October newsletter#Content
Invoice Northwind#Clients
Send Lumen revised quote → tomorrow #2#Clients
Spanish lesson 5.1 → split, day 3#Spanish

What’s inside

  • Six numbered lines for tomorrow, in strict order.
  • An estimate per line, so you can see if six tasks fit around tomorrow’s meetings.
  • Carry-over column — how many days a task has been on the list.
  • Evening checklist — three questions to answer before writing the list.

Where it comes from: the story, as it is usually told, is that around 1918 the consultant Ivy Lee offered Charles M. Schwab, president of Bethlehem Steel, a way to get more done. He asked Schwab to try it for a few months and pay what he thought it was worth. In the story, Schwab later sent a large check. Treat the details as an anecdote; the method itself is the useful part.

When to use it (and when not)

It works well when you have plenty to do and lose time deciding what to do next, or start many things and finish few. Six forced choices and a strict order remove most of that friction.

It fits poorly when your day is mostly meetings or reactive work; six focused tasks may not fit. Use three lines on those days. If the list is long and tangled, sort it first with an Eisenhower matrix, then write your six.

How to use it

  1. At the end of the workday, look at tomorrow’s calendar. How many hours are free?
  2. Write up to six tasks. Not seven. Each should be finishable or at least advanceable in one sitting.
  3. Rank them. Number 1 is the one that matters most, not the easiest.
  4. Add estimates. If the total does not fit tomorrow’s free hours, cut from the bottom.
  5. Next day, start with number 1 and do not touch number 2 until 1 is done or blocked.
  6. In the evening, carry over what is left. A task carried three days in a row gets split, delegated or dropped.

How Needt fills it in

In Needt, write the six as tasks with estimates and priorities that match your order — number 1 Urgent or High, and so on. Auto-scheduling then turns the ranked list into a timed day around tomorrow’s meetings, keeping the order where it can. If number 1 runs over, the rest shift down instead of piling up, and you see what moved.

For the evening step, ask:

Look at tomorrow’s calendar and my open tasks. Suggest six in Ivy Lee order that fit the free time, and tell me what carried over from today.

A worked example

Alex writes this list at 17:30 on Tuesday, for Wednesday Oct 14 (one meeting, 13:00–14:00).

#TaskEstimateDays on list
1Draft homepage wireframe120m1
2Send Lumen revised quote30m2
3Edit studio tour video90m1
4Reply to wholesale inquiry20m1
5Spanish lesson 5.130m3 — split into two 15m sessions
6Order shipping boxes10m1

Questions, answered.

Why six tasks?

That is the number in the story as told. The point is a short, hard limit; some people use three or five. Pick a number and keep it.

Can I do task 3 before task 1 if it is quicker?

The method says no: work in order. If task 1 is blocked, note why and move to task 2. Order is what stops you from doing only the easy things.

What about meetings?

Meetings are not on the list; they are fixed. Write your six around them and size the list to the free time.

Is the Schwab story true?

It is a widely retold anecdote and details vary between versions. We describe it as a story, not as documented history.

How is this different from a 1-3-5 list?

Ivy Lee is a strict order of up to six tasks. The 1-3-5 list mixes task sizes, one big, three medium, five small, with no fixed order.

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