mirror of https://github.com/zulip/zulip.git
115 lines
4.7 KiB
Markdown
115 lines
4.7 KiB
Markdown
# Customize Zulip
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Once you've got Zulip setup, you'll likely want to configure it the
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way you like. There are four big things to focus on:
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1. [Integrations](#integrations)
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2. [Streams and Topics](#streams-and-topics)
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3. [Notification settings](#notification-settings)
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4. [Mobile and desktop apps](#mobile-and-desktop-apps)
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Lastly, read about Zulip's other [great features](#all-other-features), and
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then [enjoy your Zulip installation](#enjoy-your-zulip-installation)!
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## Integrations
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We recommend setting up integrations for the major
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tools that your team works with. For example, if you're a software
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development team, you may want to start with integrations for your
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version control, issue tracker, CI system, and monitoring tools.
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Spend time configuring these integrations to be how you like them --
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if an integration is spammy, you may want to change it to not send
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messages that nobody cares about (e.g., for the Trac integration, some
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teams find they only want notifications when new tickets are opened,
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commented on, or closed, and not every time someone edits the
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metadata).
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If Zulip doesn't have an integration you want, you can add your own!
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Most integrations are very easy to write, and even more complex
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integrations usually take less than a day's work to build. We very
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much appreciate contributions of new integrations; see the brief
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[integration writing guide](integration-guide.html).
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It can often be valuable to integrate your own internal processes to
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send notifications into Zulip; e.g. notifications of new customer
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signups, new error reports, or daily reports on the team's key
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metrics; this can often spawn discussions in response to the data.
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## Streams and Topics
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If it feels like a stream has too much
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traffic about a topic only of interest to some of the subscribers,
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consider adding or renaming streams until you feel like your team is
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working productively.
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Second, most users are not used to topics. It can require a bit of
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time for everyone to get used to topics and start benefitting from
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them, but usually once a team is using them well, everyone ends up
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enthusiastic about how much topics make life easier. Some tips on
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using topics:
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* When replying to an existing conversation thread, just click on the
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message, or navigate to it with the arrow keys and hit "r" or
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"enter" to reply on the same topic
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* When you start a new conversation topic, even if it's related to the
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previous conversation, type a new topic in the compose box
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* You can edit topics to fix a thread that's already been started,
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which can be helpful when onboarding new batches of users to the platform.
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Third, setting default streams for new users is a great way to get
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new users involved in conversations before they've accustomed
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themselves with joining streams on their own. You can use the
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[`set_default_streams`](https://github.com/zulip/zulip/blob/master/zerver/management/commands/set_default_streams.py)
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command to set default streams for users within a realm:
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```
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python manage.py set_default_streams --domain=example.com --streams=foo,bar,...
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```
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## Notification settings
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Zulip gives you a great deal of control
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over which messages trigger desktop notifications; you can configure
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these extensively in the `/#settings` page (get there from the gear
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menu). If you find the desktop notifications annoying, consider
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changing the settings to only trigger desktop notifications when you
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receive a PM or are @-mentioned.
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## Mobile and desktop apps
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Currently, the Zulip Desktop app
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only supports talking to servers with a properly signed SSL
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certificate, so you may find that you get a blank screen when you
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connect to a Zulip server using a self-signed certificate.
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The iOS app currently available in the App Store doesn't support
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Google auth SSO against non-zulip.com servers; there's a design for
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how to fix that which wouldn't be a ton of work to implement. If you
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are interested in helping out with the Zulip mobile apps, shoot an
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email to zulip-devel@googlegroups.com and the maintainers can guide
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you on how to help.
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For announcements about improvements to the apps, make sure to join
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the zulip-announce@googlegroups.com list so that you can receive the
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announcements when these become available.
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## All other features
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Hotkeys, emoji, search filters, @-mentions, etc. Zulip has lots of
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great features; make sure your team knows they exist and how to use
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them effectively.
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## Enjoy your Zulip installation!
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If you discover things that you
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wish had been documented, please contribute documentation suggestions
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either via a GitHub issue or pull request; we love even small
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contributions, and we'd love to make the Zulip documentation cover
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everything anyone might want to know about running Zulip in
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production.
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Next: [Maintaining and upgrading Zulip in
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production](prod-maintain-secure-upgrade.html).
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