Outline for iPad Training

I had been asked to sit down with a couple of people and train them on using their iPad. To make sure I hit all of the important topics and was consistent with would I showed each of these individuals, I put together an outline. So this is not the tutorial or a how-to, but a checklist when showing someone how to use their device.


  1. Composing email examples for email tutorial
  2. Find example URLS to use in Safari section
  3. Install iTunes, setup an iTunes store account (may need a credit card) (~15 minutes)
  4. Setup iPad prior to training (~15 minutes)
    1. Wireless network settings
    2. Exchange email or other email accounts
    3. Bluetooth keyboard if available
  5. Install sample app to be deleted in basics section
  6. sends example email at start time of the training

iPad Basics

  1. Swiping, tapping, and pinching
  2. Locking and turning the iPad on and off
  3. Locking the screen rotation
  4. Customizing the home screen
  5. Deleting applications
  6. Setting a passcode to secure the iPad
    1. Settings -> General -> Passcode lock
      1. Turn Passcode on
      2. Set pass code
  7. Navigating the Home Screens
  8. Searching using spot light
  9. connecting to the internet using a wi-fi network
  10. Accessing functions by double pressing home button.

    This brings up the multitasking bar, flick from right to left to bring up the controls.  If the slide switch is set to Mute the iPad, the screen looks like:

    Tap to lock or unlock the rotation.

    If the slide switch is set to control the rotation lock, it will look like:

    Tap to mute or un-mute.

  11. setting the slide switch function (mute or lock rotation)
    1. setting -> general -> “Use Side Switch to:”

Typing on the iPad


  1. Typing a period and space quickly
    1. Double tap space bar to produce a period
  2. See numbers and other punctuation
    1. Select numbers: NumLock
    2. Numbers and punctuation:NumPad
  3. typing special characters
    1. tap and hold key
  4. accepting and rejecting dictionary suggestions
    1. select or wait to accept
    2. click X to reject
  5. cutting, copying, and pasting text
    1. Go to any screen that has text on it. This can be an email, text, Web page or a document inside an app. As long as the text isn’t part of an image, you can copy and paste it.
    2. Touch and hold your finger on the iPad screen on the text you wish you to select. A magnifying glass appears. Position the glass over the text you want to copy.
    3. Remove your finger from the screen and tap “Select,” which highlights a word of text in the selection.
    4. Drag the selection handles to expand the highlighted area over the text you wish copied on your iPad. Once selected, tap “Copy.”
    5. Navigate to a text-entry box. Press and hold a finger on the text field until the “Paste” button appears. Tap this button to paste the copied text into the field.
  6. undoing an action
    1. quick shake –or-
    2.  bring up keyboard, “?123”, tap “undo”


  1. checking and reading your mail
  2. replying to a message
  3. forwarding a message
  4. adding an address in a message to contacts
  5. following a link in a message
  6. opening an attachment
  7. creating and sending an email
  8. saving a draft of a message
  9. searching mail
  10. deleting messages
  11. moving messages to a mailbox or folder


  1. switching calendar views
  2. navigating in the calendar app
  3. adding calendar events
  4. viewing editing or deleting calendar event
  5. searching calendar


  1. What is multi-tasking?

    Apps that “multitask” on the iOS are “suspended.” GPS receivers, music players, etc. — those that will operate in the background even as you perform another task in the foreground — are running while suspended. Apple aims to keep as many apps running as memory will allow.

    Otherwise, apps pick up where you left off the last time you used them. While waiting for you to return, those apps are suspended, living in a saved state for immediate return to the screen you were on when you switched to another app. If your iOS device runs out of memory, suspended apps that haven’t been used in a while are purged from their suspended state. That decision isn’t up to you, so you’ve got to trust Apple.

  2. Viewing what applications are running

    The iOS keeps a running tally of recently-used apps for you and displays them in the Multitask Bar. To bring it up, just double-tap the iPad’s home button

  3. Switching between applications

    Call up the Multitask Bar. Tap on the application to bring it to the forefront.

  4. Shutting down an application

    First, call up the Multitask Bar. Next, press-and-hold on an icon to enter “jiggle mode.” Each icon presents a small, white “-” on a red field on its upper left-hand corner. Press it to remove that app from the list and terminate it (if it was running). Note that when you do this, you won’t find that app in its previous state the next time it’s launched. Why would you want to do this? I’ve found that it sometimes fixes misbehaving apps. Other than that, it’s not necessary.

  5. controlling running apps with iPod controls


  1. navigating the contact list
  2. adding a contact
  3. searching for a contact
  4. editing and deleting a contact
  5. viewing a specific group
  6. sharing contact information


  1. opening and viewing a web page
  2. zooming and scrolling on a web page
  3. viewing a web link destination url before clicking on it
  4. stopping and reloading a web page
  5. going to previous or next pages
  6. using the search field
  7. searching a web page
  8. creating a book mark
  9. editing and organizing book marks
  10. synching book marks
  11. adding a web clip to a home screen
  12. deleting a web clip from home screen
  13. emailing a link to a web page
  14. opening multiple web pages
  15. filling out a form
  16. turning the book mark bar on/off

App Store

  1. browsing for apps
  2. viewing info and ratings for an app
  3. purchasing and downloading an application
  4. using iphone apps
  5. updating apps
  6. deleting apps