---
title: Create cards
slug: content-marketing-platform/docs/create-cards
docTags: 
createdAt: 2026-07-20T15:44:17.982Z
---

Efficiency Dashboards in Optimizely Content Marketing Platform (CMP) let you create customized cards to see the data you want.

## Card types

You can use Efficiency Dashboards with the following card types:

- **Tasks by Status** – Visualize a set of tasks by their status. For example, *Show me the status of all the blog post tasks in our Back-To-School Campaign* or *Show me the status of all of the tasks in the month of May*.
- **Tasks Completed** – Visualize a set of tasks that are completed. For example, *Show me all the tasks that we completed in Q1 2024* or *Show me all the landing pages we launched in the EMEA region in 2024*.
- **Step Lead Time** – Visualize what steps slow down your workflows.
- **Task On-Time Performance** – Visualize a set of tasks by the percent (%) of time they are completed by their due date. For example, *How often are our NA tasks completed on time?* or *How often are we on time for 2025?*
- **Task Lead Time** – Visualize the average time to complete tasks or content. For example, *Show me how long white paper tasks stay open in the system on average* or *Show me how long Bob's tasks stay open on average*.
- **Campaigns by Status** – Visualize campaign performance by status.
- **Campaign Lead Time** – Visualize how long campaigns take to complete.
- **Work Requests by Status** – Visualize workflow trends by request status.

## Configure a card

When you select a card for a use case, you can configure the card's **Group By**, **Pivot By**, and **Filter** values. 

- **Group by** – Determines what is on the **X** axis of the chart. For example, grouping by **Campaign** shows bars on a bar chart (or line for a line chart) for each campaign in the system.
- **Pivot by** – Splits a bar or line into its component parts. If you group by campaign and then pivot by status, you get a bar chart split into component bars that are split by status.
- **Filters** – Limits the scope of the **Y** axis count or the number of items displayed on the **X** axis. For example, you can filter for specific campaigns to limit the number of bars on the chart, or filter by a particular region to limit the count on a bar or line. 
  You can filter further with **Filter Groups**. For example, you can filter by multiple fields grouped with an "OR" (like North America OR EMEA OR Asia) and by a date.

  ![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/oxzdQvkUHvGkFbYDq_Dwl-20260720-145855.png)

You can group by and filter on the following values:

- Campaigns
- Fields
- Users
- Teams
- Time Period
  - Filter By
    - Created At
    - Due Date
    - Last Updated
    - Date Closed/Completed
  - Group By
    - Period (Day, Week, Month, Quarter, and Year)

Task-based cards (**Tasks by Status**, **Tasks Completed**, **Task On-Time Performance**, and **Task Lead Time**) support **Due Date** as a **Group by**, **Pivot by**, and **Filter** value. Like the other date fields, you can group by **Due Date** at Day, Week, Month, Quarter, or Year granularities. This helps users easily analyze workload or performance trends against deadlines.

**Work Requests by Status** cards support two additional **Group by**, **Pivot by**, and **Filter** values, **Template** and **Assignee**. This lets you narrow the status breakdown to a specific work request template (like *Creative Brief* or *Campaign Request*) or for specific work request assignees.

:::hint{type="info"}
**Note**

A work request can have more than one assignee. When you group or pivot by **Assignee**, a request with multiple assignees is counted once under each assignee, so totals across assignee buckets can be higher than the total number of Work Requests. For example, a request assigned to both Alice and Bob adds 1 to Alice's count and 1 to Bob's count.
:::

### Example

For example, if you select the **On-Time Performance** card, you can see what the on-time performance is for tasks, grouped by **Month**, pivoted by **Campaigns**, and filtered to **Content type Is Blog** and **Creation date Is after 1 Quarter ago**.

You can also use the **Settings** icon on the chart to change the **Plot Options**, such as the **Display Limit**. These options vary, depending on the type of chart you choose.

![Chart settings.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/A9TN7nbGJu626bDlH-4KN-20260720-145855.png)

## Example: Tasks by region

1. Click **Add Card** and select **Tasks Completed**.

   ![Updated Effiency Dashboard cards.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/vaAxesMbBBVn6nXsxkMBz-20260720-145855.png)
2. Name the card *Tasks by region*.
3. Select **Region** for **Group by**. You can also search for it.
4. Click the **Settings** icon to change the **Display Limit**. For example, choose **30**. Click off of it to close the settings panel.

   ![Display Limit settings.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/K6yJvhXC_GnIKP9iQfjOS-20260720-145855.png)

:::Paragraph{indent="1"}
The chart automatically shows all tasks completed by region for all time. Continue with the following steps to add a filter.
:::

5. Click **Add Filter** and add a filter for **Creation** **Date**, such as **Creation Date Is after 0 years ago**.

   ![Filter by - Creation date.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/E7D4B_g-itVB4Hqxv8z5U-20260720-145855.png)
6. Click **Add New Group** and add a filter for **Content type**, such as **Content type Is Blog**. 

   ![New group - Content type.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/R2Lt5uV4K-l0v2HaMz3wv-20260720-145855.png)
7. Click **Add Filter** and add another filter for **Content type**, such as **Content type Is eBook**.
8. Change **All of the following** to **Any of the following**. This means the chart displays tasks completed by region within the last year, whether the content type was a blog or an ebook.

   ![Tasks by region-filters.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/y_PxzwqX-2b4uqjIEw-TD-20260720-145855.png)
9. Click the chart to see the changes.

   ![Tasks by region - updated filters.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/RQ1b79VYcEjNt0L4tpXND-20260720-145855.png)
10. Click **Save** to save the card to your dashboard.

## Example: Content type lead time

![Content Type Lead Time.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/H61r1F2s_hYhZunxuzu95-20260720-145855.png)

1. Click **Add Card** and select **Lead Time**.
2. Name the card *Content Type Lead Time*.
3. Select **Quarter** for **Group by**. For a line chart, you always want to group by time periods.
4. Select **Content type** for **Pivot by**.
5. Click the chart to see the changes.
6. Click **Save**.