using an ipad as a second monitor

Tech Tips: Using Your iPad as a Second Monitor

A dual monitor hack for road trips

OK, I admit it. My name is Steve and I am addicted to my two monitor setup. As business professionals and salespeople we are always looking for a productivity advantage, and two monitors is a foundation of my workplace. Long before COVID and working from home, I got addicted. There’s nothing like having a large piece of digital real estate for running your day. It’s so bad, that when I travel I find it hard to work without two monitors. Things take longer tasks are extended and sometimes I just can’t function ;).   I got so desperate I started looking for solutions beyond carrying an HDMI cable with me and plugging it into the hotel room TV. I know pathetic.

This post we’ll go over how you can use your MacBook an iPad in a dual monitor setup. So when you travel for the holidays or go on a business trip and you’re sitting in a hotel you can have a great setup for maximum efficiency and productivity.

Mac or PC?

For the longest time I was a Windows user. Probably because of my initial career in IT, but I never saw the benefit of a Mac, or was truly exposed to the power of the apple OS. In my last job when I walked on board my boss said you want an Apple or a PC? I wanted a new challenge, and I had never used a Mac except for some basics. It took me a little bit to get used to a Mac but now I can’t even function on a PC. So now I’m a true Apple convert, with my iPhone,iPad and 13 inch MacBook Pro.  I don’t know of any like solution for Windows, and I don’t really care. So if you’re a windows guy or gal, you’ll need to buy a Mac for this setup or just go away :).

My Sales Road Trip War Rig

As for the requirements, if you’ve kept up with your security patches and OSs on the Mac you should be good to go. You can check here to make sure you have the right OS updates on your Mac and iPad: Mac Sidecar System Requirements.  Essentially, this setup uses a Mac feature it’s called sidecar. It was introduced back in 2016 as a way to leverage device screens across platforms, and it’s quite easy to use. Below are the quick setup instructions (Credit to Apple Support):

Use your iPad as a second display for your Mac

With Sidecar, you can use your iPad in landscape orientation as a second display for your MacBook without wires. Like any second display, you can extend your desktop by showing different apps or windows on your iPad, or instead make it show the same ones you see on your Mac.

Note: Sidecar is a Continuity feature. To use Continuity features, your devices must have Wi-Fi and Bluetooth turned on and meet system requirements. See the Apple Support article System requirements for Continuity on Mac, iPhone, iPad and Apple Watch.

Set up Sidecar

You don’t need to connect your iPad to your Mac with a cable to use Sidecar, but you do need to be signed in with the same Apple ID on both devices. Then follow these steps.

  1. On your Mac, choose Apple menu > System Settings, then click Displays  in the sidebar. (You may need to scroll down.)
  2. Click the Add. Display pop-up menu on the right (below the name of your Mac), then choose your iPad.

You can also use Control Centre to set up Sidecar. Click Control Centre in the menu bar, click Screen Mirroring, then choose your iPad.

After you set up Sidecar, the Screen Mirroring menu icon appears in the menu bar. You can easily change how you work with iPad from the Screen Mirroring menu at any time. For example, switch between using iPad as a mirrored or separate display, or show or hide the sidebar or Touch Bar on iPad.

Change Sidecar options

After you set up your iPad as a second display for your Mac, you can change the options in Displays settings.

  1. On your Mac, choose Apple menu > System Settings, then click Displays icon in the sidebar. (You may need to scroll down.)
  2. Select the name of your iPad on the right, then do one of the following:
    1. Click the “Use as” pop-up menu, then choose whether you want to use your iPad as the main display or to mirror or extend your display.
    1. Click the pop-up menu next to Show Sidebar and choose whether to show the sidebar on the left, the right or not at all.
    1. Click the pop-up menu next to Show Touch Bar and choose whether to show the Touch Bar on the top, the bottom or not at all.
    1. Turn on Enable double tap on Apple Pencil.

Use Sidecar

  1. Do any of the following:
    1. Move windows from Mac to iPad: Drag a window to the edge of the screen until the pointer appears on your iPad. Or while using an app, choose Window > Move to iPad.
    1. Move windows from iPad to Mac: Drag a window to the edge of the screen until the pointer appears on your Mac. Or while using an app, choose Window > Move Window Back to Mac.
    1. Use the sidebar on iPad: With your finger or Apple Pencil, tap icons in the sidebar to show  or hide  the menu bar, show  or hide  the Dock, or show the onscreen keyboard . Or tap one or more modifier keys, such as Control , to use keyboard shortcuts.
    1. Use the Touch Bar on iPad: With your finger or Apple Pencil, tap any button in the Touch Bar. The buttons available vary depending on the app or task.
    1. Use Apple Pencil on iPad: With your Apple Pencil, tap to select items such as menu commands, tickboxes or files. If your Apple Pencil supports it (and you selected the option in Displays settings), you can double-tap the lower section of your Apple Pencil to switch drawing tools in some apps. See the Apple Support article Connect Apple Pencil with your iPad.
    1. Use gestures on iPad: Use basic gestures, such as tap, swipe, scroll and zoom, as well as gestures for entering and editing text. See the iPad User Guide.
    1. Switch between the Mac desktop and the iPad on iPad: Swipe up from the bottom edge of your iPad with one finger to show the Home Screen. To show the iPad Dock, swipe up and pause. To show the App Switcher, swipe up and pause in the centre of the screen. To return to the Mac desktop, swipe up, then tap the Continuity icon.
  2. When you’re ready to stop using your iPad, tap the Disconnect icon  at the bottom of the sidebar on iPad.

You can also disconnect on your Mac by clicking the active iPad listed in the Screen Mirroring menu in the menu bar.

tips for sales, ipad as a second monitor, techtips

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