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@ -22,6 +22,7 @@ management-commands
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schema-migrations
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hashchange-system
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emoji
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onboarding-steps
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full-text-search
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email
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analytics
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# Onboarding Steps
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Onboarding steps introduce users to important UI elements. They are an
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effective means of providing context where Zulip's UI may not be self-evident.
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Currently, an onboarding step is a one-time notice in the form of a banner or modal.
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Previously, hotspots were another type of onboarding step available.
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## Configuring a New Onboarding Step
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...is easy! If you think highlighting a certain UI element would improve
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Zulip's user experience, we welcome you to [open an issue](https://github.com/zulip/zulip/issues/new?title=onboarding_step_request:) for discussion.
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### Step 1: Add the Onboarding Step Name
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In `zerver/lib/onboarding_steps.py`, add the new onboarding step name to the
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`ONE_TIME_NOTICES` list:
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```python
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ONE_TIME_NOTICES: List[OneTimeNotice] = [
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...
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OneTimeNotice(
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name="Provide a concise name",
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),
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]
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```
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### Step 2: Display the Onboarding Step
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When the UI element that is not self-evident appears, use the
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`ONE_TIME_NOTICES_TO_DISPLAY` data structure from `web/src/onboarding_steps.ts`
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and the onboarding step name added in **Step 1** to determine if the
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one-time notice should be displayed. Display the notice.
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### Step 3: Mark the Onboarding Step as Read
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Once the notice is displayed, use the `post_onboarding_step_as_read` function
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from `web/src/onboarding_steps.ts` to mark the onboarding step as read.
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This will update `ONE_TIME_NOTICES_TO_DISPLAY` so that the user will not see
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the notice again.
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@ -1,3 +1,5 @@
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# See https://zulip.readthedocs.io/en/latest/subsystems/onboarding-steps.html
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# for documentation on this subsystem.
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from dataclasses import dataclass
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from typing import Any, Dict, List
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