I use an iPad Pro as a primary device, so sometimes it is difficult to separate out unique workflows.
The driver behind my switch was related to travel and some health issues. Due to some nerve damage I had to reduce the amount of weight that I carry around in a bag for awhile. My day job provides a cinder block mascarading as a laptop. They don’t allow you to bring your own device for a pc, but they do for tablets.
Enter the LTE enabled iPad Pro.
A couple items:
Type to Siri: this in combination with a text expansion program allows you to take advantage of a tremendous amount of automation without getting into Workflow. The main keyboard I use has a dedicated Home button. Holding that opens type to siri. Type in whatever commands, hit enter, hit home again and back in the app I was working on.
Processing Drafts: I use Drafts heavily for capture when I’m out and about on my iPhone. I often dictate while driving. I do the marjority of the processing on the iPad itself.
Ulysses: Ulysses is my primary writing environment, note storage, cold list storage, etc. Nothing terribly exciting there until we consider that my work laptop runs windows. Ulysses has the option to allow you to use Dropbox as a library, which would resolve the issue, except we have a policy to not allow dropbox installation. We can use the service, just not install it locally.
Enter StackEdit.io. This tool allows you to edit text files in dropbox from the browser. There are some setup & use considerations here, but that has been a game changer. It also allows me to segment personal vs. work notes.
Other ulysses thoughts: Cmd+O should be your best friend. Sending an outline to MindNode and having it convert to a mindmap is useful if that is part of your workflow. The folder focus feature is a dead simple way to create an “active” and “archive” setup in Ulysses. Create tags in the text using ‘@‘ vs. keywords to allow you to do partial tag searches & filters.
Reviewing / Marking up files: I review and respond to documents on a frequent basis. I use LiquidText and the Apple Pencil to do the reviews. Incredibly powerful piece of kit. Worth digging into and maybe worth the price of admission of an iPad Pro if document review is a regular part of your life. Leaning back in a chair with your feet up while performing this task is the correct way to do it and not really possible with any other form factor.
Handwritten notes: I use Goodnotes, notability, and Nebo depending on the use case. Goodnotes is generally what I’ll use. I’ll often type up meeting agendas / questions beforehand (putting the text on the Goodnotes page), write notes with the Apple Pencil during the meeting, and then export the text back to Ulysses and / or Quip depending on the context.
Configurability / Form Factor: I commented the following on another topic: Most folks seem to act like they need one perfect setup for this i.e. a specific external keyboard. The beauty is that you have an incredibly flexible form factor. At home / office I have a stand that puts the iPad at eye level and use a bluetooth mechanical keyboard, treating it as a normal workstation. On the go, I have three different keyboard combinations depending on the days expected work. A lot of typing - then I’ll bring a heavier keyboard (like the Ramsem or Brydge keyboards) that effectively converts the iPad into a laptop. Less heavy typing focused work or a need to travel light - the standard smart keyboard cover. Then you add the pencil.
It is the key piece. I also mentally consider my iPhone & iPad one device, just different inputs / form factors.
My home setup looks very similar to Matt Gemmell’s [https://mattgemmell.com/room-to-think/]
SmartSheet: This is the primary project management app we use. Solid iOS application. The main gap here is lack of offline sync.
Quip: We use quip for a variey of collaborative editing situations. The iOS app is solid and syncs offline. The web version allows the embedding of smartsheet sheets, which works well for project tracking. That feature isn’t viewable in the desktop / mobile applications yet.
Multi-Tasking: I use this on a daily basis, similar to how you would have two windows open on a pc. I would caution that one of the inherit benefits of an iPad is the lack of screen real estate, so you are almost forced to focus. Dragging / dropping in concert with shelf apps like Gladys is a pretty common occurrence.
Communication: My four primary forms of work communication are WebEx based calls, skype for business chat, email, and a surprising amount of SMS. Responding to text messages with a full keyboard as if it were any other chat client is a win.
Gif Based Communicaton: I like to keep a large library of appropriate gifs in Copied and tied to a custom keyboard, so I can let other people better express my reaction.
Bonus app - NotePlan: This app doesn’t fit my workflow, however if you want a very simple notes, task, and calendar app all in one, it could certainly fit the bill.
If you are going to be using an iPad heavily, reading MacStories & listening to the Canvas podcast are in your best interest. Federico Viticci is your guru.
What I don’t do on the iPad
Heavy video production / editing: This is about 10% of my role and I’m nearly always at home when I need to do this task. The iPad does have really solid video editing options, however it isn’t well integrated into my day job’s workflow. It is also a situation where multiple monitors has value. I do smaller / simpler videos regularly on the iPad.
Number crunching: When I need to really dig into reports (primarily in Excel), I’m forced back to a pc. There are two challenges - screen real estate and application limitations. The first is obvious, the second is due to the weird decision by Microsoft to not allow you to use certain formulas on the iOS version of Excel. It will calculate if the formula was in the sheet already, but you can’t add the formulas in iOS
Web dev: I’m not a developer by trade, however I occasionally build / maintain simple projects. I do this so infrequently now that I have not invested the time to setup a functional environment. I do write scripts regularly that I just pass over to my pc to implement.