Creating saved searches

Hi, I run a small training company and I am trying to put a list of tagged customers in a table/list on my dashboard. I then want to be able to fill out status fields in the table so that I can see at a glance where they are in the booking process. I understand that I need to create a saved search but the help centre video and step by step instructions do not match what I have on my screen when I click on ‘search contacts and create saved searches’. I have found the ‘Add Widget’ (top right of dash board) but need to get a relevant saved search into the drop down menu. Any thoughts?

Hey @Samantha_Field. I updated the article with a couple of new images, but it looked pretty decent. Try again using the steps in the written article and let me know if works for you. The video looks to be a bit out of date.