# Your To-do

The To-do page, where everything our team and our partners need from you lands for every service, each kind of item and what to do with it, answering in place, the three states, and how it ties in with the bell and your emails.

Source: https://vezmo.com/docs/get-started/todo

## Overview

When our team, or a partner behind one of your services, needs something from you, it lands in one place: **To-do**,
in the menu. A document, an answer, a new ID, a terms update, a dispute to reply to: each is one item, and you answer
most of them right there, without hunting for the page it belongs to.

The number beside **To-do** in the menu is how many things need you. We also email you when something new arrives,
and it shows in the bell under **Needs action**.

## The page

(Screenshot: The To-do page: 2 things need you, everything our team and our partners need from you, for every service, in one place; tabs Needs you 2, With our team and Done; filters Business verification 1 and Payments 1; the list on the left with Accept the Terms of Service and Reply to a card dispute, Due in 9 days; on the right the open item with a Business verification tag, Needed for your verification, a message from the Vezmo team, links to the Terms of Service and Electronic Communications Consent, a box to tick, an Accept button, and a progress line: Asked by our team, You send it now, Our team checks it next.)

- **The tabs**: **Needs you**, **With our team** and **Done**, each with how many.
- **The services**: below the tabs, one chip per service with items (**Business verification**, **Payments**,
  **Agreements**, **Plan & billing** and others). Select one to see only its items.
- **The list**, grouped by service. Each item says what it's about, when it was asked and, if there's a date,
  **Due today**, **Due tomorrow**, **Due in 3 days** or **Overdue**.
- **The open item**, on the right: which service it's for, our team's message, the place to answer, and where it
  stands: asked, you send it, our team checks it.

## Each kind of item

| Item | What to do |
| --- | --- |
| **Document requested** | It says what the document must show and, if it must be recent, the oldest date we accept. Drop the file in, or choose one; add the date on it if asked, and a note if it helps. Select **Send to our team**. If we already have one from your verification, **Send the one we have** sends it, or add a newer one. |
| **Answer requested** | One detail our team needs, such as your industry or an address. Fill it in and send it. |
| **Question from our team** | Write your answer, add files if they help, and send it. |
| **ID check** | A new photo of an ID and a live selfie. For you: do it on your phone, as in [your verification](/docs/get-started/verification#your-id-and-live-selfie). For an owner: select **Copy their link** and send it to them, or show them the QR code. It may name the kind of ID to use. |
| **Live selfie** | **Take the selfie**: a short live selfie, on your phone or this computer. |
| **Card dispute** | **Reply to the dispute**: add your evidence before the deadline. See [Answer a dispute](/docs/get-paid/payment-details#answer-a-dispute). |
| **A dispute alert needs your choice** | **See the alert**: refund the payment now, or keep it and risk a dispute. |
| **Everyone signed. Waiting for your approval** | **Review the signers**: check each signer's ID and selfie, then approve and complete the agreement. See [Agreements](/docs/run-your-business/agreements). |
| **Needed to keep payments running** | Details our payments partner needs to keep your payments on. Similar ones are grouped into one item. |
| **Terms to accept** | **Accept the Terms of Service**, or the updated VezmoPay Merchant Agreement: read them, tick the box and accept. |
| **Your payments application needs a few changes** | **Open your application**, change what's listed, and send it again. |
| **Send your verification again** | Our team sent your verification back: change what's listed, then send it again. |
| **Tax** | **Add your tax ID**, or fill in your tax form. See [Taxes and tax forms](/docs/get-paid/taxes). |
| **Payout setup** | **Open payout setup**: it takes a minute and keeps your payouts moving. |
| **Apple Pay certificate** | Create or renew the certificate for Apple Pay in your own iPhone app, under **Developers › Mobile apps**. |
| **Plan** | **Pay for your plan** after a plan payment failed, or a notice about your plan's prices or account fees, with nothing to send. See [Plans and billing](/docs/get-started/plans-and-billing). |

When an item is about one payment or payout and our partner is holding that money until you answer, the item says
so. Answer it soon, so the money can be released.

## Where an item stands

| Tab | What it means |
| --- | --- |
| Needs you | Waiting for you. |
| With our team | You sent it. Our team is looking at it, usually within 1 to 2 business days, and tells you if anything else is needed. |
| Done | Nothing more is needed. **Done** keeps the last 30 days. |

If our team can't accept what you sent (a file it couldn't use, for example), the item comes back to **Needs you** and
says what's needed instead.

## The bell, your emails and Home

The To-do is the same work you see elsewhere, counted once:

- **The bell**: the **Needs action** tab starts with **Waiting in your To-do** and **Open your To-do**. A notification
  whose task is in your To-do says **In your To-do** and isn't counted twice. See
  [Notifications](/docs/get-started/notifications#needs-action).
- **Email**: when something new needs you, we email you.
- **Home**: **For you today** on your Dashboard lists what's waiting.

## Questions

### Who sees the To-do?

Everyone on your team who can see the business. Who gets the emails is set per person in
[Notifications](/docs/get-started/notifications#choose-what-reaches-you).

### I answered, but the item is still there

It moved to **With our team** while we look at it. Once we've checked it, it moves to **Done**.

### What happens if I miss a date?

The item shows **Overdue**. Some asks pause something until they're answered: a new ID asked after your business was
verified, for example, pauses payouts past its date until our team has checked it. The item says what's at stake.

## Related

- [Verify your business](/docs/get-started/verification)
- [Notifications](/docs/get-started/notifications)
- [Find your way around the dashboard](/docs/get-started/dashboard)